PortfoliosLab logoPortfoliosLab logo
WICIX vs. ESPAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WICIX vs. ESPAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Special International Small Cap Fund (WICIX) and Allspring Special Small Cap Value Fund (ESPAX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

WICIX vs. ESPAX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
WICIX
Allspring Special International Small Cap Fund
-6.58%19.23%-0.58%11.84%-21.38%12.97%10.28%13.65%
ESPAX
Allspring Special Small Cap Value Fund
-1.86%-3.10%6.44%18.65%-13.94%27.61%1.16%15.07%

Returns By Period

In the year-to-date period, WICIX achieves a -6.58% return, which is significantly lower than ESPAX's -1.86% return.


WICIX

1D
0.17%
1M
-11.69%
YTD
-6.58%
6M
-5.51%
1Y
5.78%
3Y*
4.62%
5Y*
0.19%
10Y*

ESPAX

1D
-0.12%
1M
-8.61%
YTD
-1.86%
6M
-0.56%
1Y
1.56%
3Y*
5.23%
5Y*
2.01%
10Y*
7.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


WICIX vs. ESPAX - Expense Ratio Comparison

WICIX has a 1.05% expense ratio, which is lower than ESPAX's 1.24% expense ratio.


Return for Risk

WICIX vs. ESPAX — Risk / Return Rank

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

WICIX
WICIX Risk / Return Rank: 1111
Overall Rank
WICIX Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
WICIX Sortino Ratio Rank: 1111
Sortino Ratio Rank
WICIX Omega Ratio Rank: 1010
Omega Ratio Rank
WICIX Calmar Ratio Rank: 1111
Calmar Ratio Rank
WICIX Martin Ratio Rank: 1212
Martin Ratio Rank

ESPAX
ESPAX Risk / Return Rank: 77
Overall Rank
ESPAX Sharpe Ratio Rank: 77
Sharpe Ratio Rank
ESPAX Sortino Ratio Rank: 77
Sortino Ratio Rank
ESPAX Omega Ratio Rank: 77
Omega Ratio Rank
ESPAX Calmar Ratio Rank: 66
Calmar Ratio Rank
ESPAX Martin Ratio Rank: 66
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.

WICIX vs. ESPAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Special International Small Cap Fund (WICIX) and Allspring Special Small Cap Value Fund (ESPAX). 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.


WICIXESPAXDifference

Sharpe ratio

Return per unit of total volatility

0.32

0.08

+0.24

Sortino ratio

Return per unit of downside risk

0.51

0.28

+0.23

Omega ratio

Gain probability vs. loss probability

1.07

1.03

+0.03

Calmar ratio

Return relative to maximum drawdown

0.28

-0.01

+0.30

Martin ratio

Return relative to average drawdown

1.00

-0.04

+1.03

WICIX vs. ESPAX - Sharpe Ratio Comparison

The current WICIX Sharpe Ratio is 0.32, which is higher than the ESPAX Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of WICIX and ESPAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


WICIXESPAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.32

0.08

+0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.10

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.43

-0.14

Correlation

The correlation between WICIX and ESPAX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

WICIX vs. ESPAX - Dividend Comparison

WICIX's dividend yield for the trailing twelve months is around 5.48%, less than ESPAX's 8.41% yield.


TTM20252024202320222021202020192018201720162015
WICIX
Allspring Special International Small Cap Fund
5.48%5.12%2.52%1.70%1.20%1.36%0.67%3.15%0.00%0.00%0.00%0.00%
ESPAX
Allspring Special Small Cap Value Fund
8.41%8.26%10.10%2.07%6.24%6.34%0.39%1.68%7.90%5.33%2.25%2.33%

Drawdowns

WICIX vs. ESPAX - Drawdown Comparison

The maximum WICIX drawdown since its inception was -40.70%, smaller than the maximum ESPAX drawdown of -61.14%. Use the drawdown chart below to compare losses from any high point for WICIX and ESPAX.


Loading graphics...

Drawdown Indicators


WICIXESPAXDifference

Max Drawdown

Largest peak-to-trough decline

-40.70%

-61.14%

+20.44%

Max Drawdown (1Y)

Largest decline over 1 year

-12.67%

-13.80%

+1.13%

Max Drawdown (5Y)

Largest decline over 5 years

-40.70%

-26.84%

-13.86%

Max Drawdown (10Y)

Largest decline over 10 years

-43.28%

Current Drawdown

Current decline from peak

-12.15%

-12.69%

+0.54%

Average Drawdown

Average peak-to-trough decline

-14.28%

-9.17%

-5.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.58%

5.15%

-1.57%

Volatility

WICIX vs. ESPAX - Volatility Comparison

Allspring Special International Small Cap Fund (WICIX) and Allspring Special Small Cap Value Fund (ESPAX) have volatilities of 5.70% and 5.65%, 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.


Loading graphics...

Volatility by Period


WICIXESPAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.70%

5.65%

+0.05%

Volatility (6M)

Calculated over the trailing 6-month period

9.57%

12.34%

-2.77%

Volatility (1Y)

Calculated over the trailing 1-year period

14.19%

21.82%

-7.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.43%

20.18%

-4.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.97%

21.34%

-4.37%