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WFPRX vs. AMDVX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WFPRX vs. AMDVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Special Mid Cap Value Fund Class R6 (WFPRX) and American Century Mid Cap Value R6 (AMDVX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WFPRX achieves a 10.37% return, which is significantly higher than AMDVX's 9.73% return. Over the past 10 years, WFPRX has outperformed AMDVX with an annualized return of 11.14%, while AMDVX has yielded a comparatively lower 9.77% annualized return.


WFPRX

1D
-0.55%
1M
2.02%
YTD
10.37%
6M
8.78%
1Y
16.08%
3Y*
12.05%
5Y*
8.36%
10Y*
11.14%

AMDVX

1D
0.63%
1M
1.66%
YTD
9.73%
6M
8.70%
1Y
17.07%
3Y*
11.56%
5Y*
8.22%
10Y*
9.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WFPRX vs. AMDVX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WFPRX
Allspring Special Mid Cap Value Fund Class R6
10.37%6.25%12.05%9.65%-4.57%28.69%3.36%40.42%-13.04%11.27%
AMDVX
American Century Mid Cap Value R6
9.73%9.21%8.87%6.54%-0.35%23.83%1.99%29.32%-12.18%11.95%

Correlation

The correlation between WFPRX and AMDVX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.90

Correlation (3Y)
Calculated over the trailing 3-year period

0.92

Correlation (5Y)
Calculated over the trailing 5-year period

0.93

Correlation (10Y)
Calculated over the trailing 10-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2014

0.94

The correlation between WFPRX and AMDVX has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.

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Return for Risk

WFPRX vs. AMDVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WFPRX
WFPRX Risk / Return Rank: 2727
Overall Rank
WFPRX Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
WFPRX Sortino Ratio Rank: 2727
Sortino Ratio Rank
WFPRX Omega Ratio Rank: 2424
Omega Ratio Rank
WFPRX Calmar Ratio Rank: 3030
Calmar Ratio Rank
WFPRX Martin Ratio Rank: 2929
Martin Ratio Rank

AMDVX
AMDVX Risk / Return Rank: 3333
Overall Rank
AMDVX Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
AMDVX Sortino Ratio Rank: 3535
Sortino Ratio Rank
AMDVX Omega Ratio Rank: 3131
Omega Ratio Rank
AMDVX Calmar Ratio Rank: 3535
Calmar Ratio Rank
AMDVX Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WFPRX vs. AMDVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Special Mid Cap Value Fund Class R6 (WFPRX) and American Century Mid Cap Value R6 (AMDVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


WFPRXAMDVXDifference
Sharpe ratioReturn per unit of total volatility

-0.28

Sortino ratioReturn per unit of downside risk

-0.44

Omega ratioGain probability vs. loss probability

1.21

1.26

-0.05

Calmar ratioReturn relative to maximum drawdown

1.75

2.08

-0.33

Martin ratioReturn relative to average drawdown

5.77

6.76

-0.99

WFPRX vs. AMDVX - Sharpe Ratio Comparison

The current WFPRX Sharpe Ratio is 1.19, which is comparable to the AMDVX Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of WFPRX and AMDVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

WFPRX vs. AMDVX - Drawdown Comparison

The maximum WFPRX drawdown since its inception was -43.78%, which is greater than AMDVX's maximum drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for WFPRX and AMDVX.


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Drawdown Indicators


WFPRXAMDVXDifference

Max Drawdown

Largest peak-to-trough decline

-43.78%

-39.21%

-4.57%

Max Drawdown (1Y)

Largest decline over 1 year

-9.66%

-8.47%

-1.19%

Max Drawdown (3Y)

Largest decline over 3 years

-18.27%

-14.50%

-3.77%

Max Drawdown (5Y)

Largest decline over 5 years

-22.07%

-16.96%

-5.11%

Max Drawdown (10Y)

Largest decline over 10 years

-43.78%

-39.21%

-4.57%

Current Drawdown

Current decline from peak

-1.27%

-1.05%

-0.22%

Average Drawdown

Average peak-to-trough decline

-5.07%

-3.97%

-1.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.93%

2.60%

+0.33%

Volatility

WFPRX vs. AMDVX - Volatility Comparison

Allspring Special Mid Cap Value Fund Class R6 (WFPRX) has a higher volatility of 4.06% compared to American Century Mid Cap Value R6 (AMDVX) at 3.28%. This indicates that WFPRX's price experiences larger fluctuations and is considered to be riskier than AMDVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WFPRXAMDVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.06%

3.28%

+0.78%

Volatility (6M)

Calculated over the trailing 6-month period

10.74%

8.66%

+2.08%

Volatility (1Y)

Calculated over the trailing 1-year period

14.21%

12.00%

+2.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.18%

14.62%

+2.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.88%

17.43%

+1.45%

WFPRX vs. AMDVX - Expense Ratio Comparison

WFPRX has a 0.70% expense ratio, which is higher than AMDVX's 0.63% expense ratio.


Dividends

WFPRX vs. AMDVX - Dividend Comparison

WFPRX's dividend yield for the trailing twelve months is around 10.26%, less than AMDVX's 13.71% yield.


PositionTTM20252024202320222021202020192018201720162015
AMDVX
American Century Mid Cap Value R6
13.71%14.83%9.13%5.59%15.97%16.32%2.14%1.79%15.04%9.85%4.38%11.43%
WFPRX
Allspring Special Mid Cap Value Fund Class R6
10.26%11.32%8.09%5.60%8.81%9.95%0.75%7.56%2.85%4.49%1.50%4.52%

Frequently Asked Questions


With a correlation of 0.90, WFPRX and AMDVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

WFPRX has higher volatility (4.06%) compared to AMDVX (3.28%). In terms of maximum drawdown, WFPRX dropped -43.78% vs AMDVX's -39.21%.

AMDVX currently has the higher Sharpe Ratio (1.47 vs 1.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for WFPRX and AMDVX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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