WICIX vs. ALOIX
Compare and contrast key facts about Allspring Special International Small Cap Fund (WICIX) and Virtus International Small-Cap Fund (ALOIX).
WICIX is managed by Allspring Global Investments. It was launched on May 30, 2019. ALOIX is managed by Allianz. It was launched on Dec 30, 1997.
Performance
WICIX vs. ALOIX - Performance Comparison
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WICIX vs. ALOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WICIX Allspring Special International Small Cap Fund | -4.28% | 19.23% | -0.58% | 11.84% | -21.38% | 12.97% | 10.28% | 13.65% |
ALOIX Virtus International Small-Cap Fund | 6.02% | 36.22% | 2.65% | 19.43% | -26.96% | 6.02% | 15.92% | 15.11% |
Returns By Period
In the year-to-date period, WICIX achieves a -4.28% return, which is significantly lower than ALOIX's 6.02% return.
WICIX
- 1D
- 2.46%
- 1M
- -7.86%
- YTD
- -4.28%
- 6M
- -3.33%
- 1Y
- 7.74%
- 3Y*
- 5.48%
- 5Y*
- 0.44%
- 10Y*
- —
ALOIX
- 1D
- 2.07%
- 1M
- -7.26%
- YTD
- 6.02%
- 6M
- 12.06%
- 1Y
- 38.55%
- 3Y*
- 18.41%
- 5Y*
- 5.43%
- 10Y*
- 7.45%
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WICIX vs. ALOIX - Expense Ratio Comparison
WICIX has a 1.05% expense ratio, which is higher than ALOIX's 1.04% expense ratio.
Return for Risk
WICIX vs. ALOIX — Risk / Return Rank
WICIX
ALOIX
WICIX vs. ALOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Special International Small Cap Fund (WICIX) and Virtus International Small-Cap Fund (ALOIX). 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.
| WICIX | ALOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 2.70 | -2.11 |
Sortino ratioReturn per unit of downside risk | 0.87 | 3.26 | -2.39 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.53 | -0.42 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 3.57 | -3.02 |
Martin ratioReturn relative to average drawdown | 1.94 | 13.91 | -11.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WICIX | ALOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 2.70 | -2.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.36 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.45 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.29 | +0.01 |
Correlation
The correlation between WICIX and ALOIX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WICIX vs. ALOIX - Dividend Comparison
WICIX's dividend yield for the trailing twelve months is around 5.35%, more than ALOIX's 4.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WICIX Allspring Special International Small Cap Fund | 5.35% | 5.12% | 2.52% | 1.70% | 1.20% | 1.36% | 0.67% | 3.15% | 0.00% | 0.00% | 0.00% | 0.00% |
ALOIX Virtus International Small-Cap Fund | 4.28% | 4.54% | 3.50% | 4.93% | 1.25% | 19.08% | 1.38% | 1.62% | 18.17% | 1.52% | 1.04% | 0.54% |
Drawdowns
WICIX vs. ALOIX - Drawdown Comparison
The maximum WICIX drawdown since its inception was -40.70%, smaller than the maximum ALOIX drawdown of -79.29%. Use the drawdown chart below to compare losses from any high point for WICIX and ALOIX.
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Drawdown Indicators
| WICIX | ALOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.70% | -79.29% | +38.59% |
Max Drawdown (1Y)Largest decline over 1 year | -12.67% | -10.41% | -2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -40.70% | -39.41% | -1.29% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.79% | — |
Current DrawdownCurrent decline from peak | -9.99% | -8.05% | -1.94% |
Average DrawdownAverage peak-to-trough decline | -14.28% | -35.07% | +20.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 2.71% | +0.90% |
Volatility
WICIX vs. ALOIX - Volatility Comparison
Allspring Special International Small Cap Fund (WICIX) and Virtus International Small-Cap Fund (ALOIX) have volatilities of 6.29% and 6.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WICIX | ALOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 6.11% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.89% | 9.87% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.37% | 14.53% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.47% | 15.03% | +0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 16.61% | +0.38% |