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WIPIX vs. SEATX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WIPIX vs. SEATX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Core Plus Bond Fund Institutional Class (WIPIX) and SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WIPIX achieves a -0.32% return, which is significantly lower than SEATX's 1.20% return. Both investments have delivered pretty close results over the past 10 years, with WIPIX having a 2.50% annualized return and SEATX not far behind at 2.48%.


WIPIX

1D
0.00%
1M
-1.09%
6M
-0.75%
YTD
-0.32%
1Y
2.32%
3Y*
4.37%
5Y*
-0.01%
10Y*
2.50%
ALL TIME*
4.03%

SEATX

1D
-0.22%
1M
-2.09%
6M
0.45%
YTD
1.20%
1Y
4.14%
3Y*
3.79%
5Y*
-0.11%
10Y*
2.48%
ALL TIME*
4.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

WIPIX vs. SEATX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WIPIX
Allspring Core Plus Bond Fund Institutional Class
-0.32%7.37%2.37%6.79%-14.02%0.18%11.63%9.45%-0.19%5.67%
SEATX
SEI Tax Exempt Trust Tax-Advantaged Income Fund
1.20%2.12%5.75%5.57%-13.10%4.00%6.20%10.58%0.56%8.54%

Correlation

The correlation between WIPIX and SEATX is 0.62, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.62

Correlation (3Y)
Balances recent behavior with more history.

0.62

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.57

Correlation (10Y)
Provides a long-term view across more market conditions.

0.52

Correlation (All Time)
Calculated using the full available price history since Jul 18, 2008

0.38

Over the past year, WIPIX and SEATX have become more correlated (0.62) than their long-term average of 0.38, meaning their price movements have been converging.

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Return for Risk

WIPIX vs. SEATX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

WIPIX
WIPIX Risk / Return Rank: 2020
Overall Rank
WIPIX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
WIPIX Sortino Ratio Rank: 2121
Sortino Ratio Rank
WIPIX Omega Ratio Rank: 1919
Omega Ratio Rank
WIPIX Calmar Ratio Rank: 2222
Calmar Ratio Rank
WIPIX Martin Ratio Rank: 1818
Martin Ratio Rank

SEATX
SEATX Risk / Return Rank: 6565
Overall Rank
SEATX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
SEATX Sortino Ratio Rank: 7676
Sortino Ratio Rank
SEATX Omega Ratio Rank: 8080
Omega Ratio Rank
SEATX Calmar Ratio Rank: 4949
Calmar Ratio Rank
SEATX Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

WIPIX vs. SEATX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Core Plus Bond Fund Institutional Class (WIPIX) and SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX). 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.


WIPIXSEATXDifference
Sharpe ratioReturn per unit of total volatility

-0.83

Sortino ratioReturn per unit of downside risk

-1.33

Omega ratioGain probability vs. loss probability

1.15

1.37

-0.22

Calmar ratioReturn relative to maximum drawdown

1.10

1.82

-0.72

Martin ratioReturn relative to average drawdown

2.75

6.53

-3.77

WIPIX vs. SEATX - Sharpe Ratio Comparison

The current WIPIX Sharpe Ratio is 0.84, which is lower than the SEATX Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of WIPIX and SEATX, 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

WIPIX vs. SEATX - Drawdown Comparison

The maximum WIPIX drawdown since its inception was -18.61%, smaller than the maximum SEATX drawdown of -28.46%. Use the drawdown chart below to compare losses from any high point for WIPIX and SEATX.


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Drawdown Indicators


WIPIXSEATXDifference

Max Drawdown

Largest peak-to-trough decline

-18.61%

-28.46%

+9.85%

Max Drawdown (1Y)

Largest decline over 1 year

-2.86%

-2.84%

-0.02%

Max Drawdown (3Y)

Largest decline over 3 years

-5.15%

-6.18%

+1.03%

Max Drawdown (5Y)

Largest decline over 5 years

-18.61%

-17.71%

-0.90%

Max Drawdown (10Y)

Largest decline over 10 years

-18.61%

-17.71%

-0.90%

Current Drawdown

Current decline from peak

-2.23%

-2.09%

-0.14%

Average Drawdown

Average peak-to-trough decline

-2.65%

-3.47%

+0.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.14%

0.79%

+0.35%

Volatility

WIPIX vs. SEATX - Volatility Comparison

Allspring Core Plus Bond Fund Institutional Class (WIPIX) has a higher volatility of 1.00% compared to SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX) at 0.93%. This indicates that WIPIX's price experiences larger fluctuations and is considered to be riskier than SEATX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WIPIXSEATXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.00%

0.93%

+0.07%

Volatility (6M)

Calculated over the trailing 6-month period

3.01%

2.48%

+0.53%

Volatility (1Y)

Calculated over the trailing 1-year period

3.77%

3.10%

+0.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.66%

4.31%

+1.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.69%

4.57%

+0.12%

WIPIX vs. SEATX - Expense Ratio Comparison

WIPIX has a 0.35% expense ratio, which is lower than SEATX's 0.86% expense ratio.


Dividends

WIPIX vs. SEATX - Dividend Comparison

WIPIX's dividend yield for the trailing twelve months is around 4.93%, more than SEATX's 4.45% yield.


PositionTTM20252024202320222021202020192018201720162015
SEATX
SEI Tax Exempt Trust Tax-Advantaged Income Fund
4.45%4.52%4.63%3.38%3.16%3.37%4.28%5.63%4.76%4.65%4.10%4.25%
WIPIX
Allspring Core Plus Bond Fund Institutional Class
4.93%4.84%4.89%4.25%2.79%2.73%5.48%3.99%3.03%2.93%3.10%2.48%

Frequently Asked Questions


WIPIX and SEATX have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WIPIX has higher volatility (1.00%) compared to SEATX (0.93%). In terms of maximum drawdown, WIPIX dropped -18.61% vs SEATX's -28.46%.

SEATX currently has the higher Sharpe Ratio (1.67 vs 0.84), 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

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