Allspring Funds Performance Metrics and Growth

Allspring funds have consistently demonstrated strong performance over the years, with many of their funds boasting impressive track records.

One notable example is the Allspring Global Fund, which has returned an average of 8.5% annualized over the past decade.

The fund's success can be attributed to its diversified portfolio, which invests in a mix of developed and emerging markets.

This diversified approach has allowed the fund to weather market fluctuations and remain resilient in times of economic uncertainty.

Metrics are a crucial part of evaluating a fund's performance. We'll take a closer look at the numbers behind Allspring funds.

The Sharpe Ratio is a measure of a fund's risk-adjusted return. It's calculated by subtracting the risk-free rate from the fund's return and dividing by the standard deviation. The Sharpe Ratio for Allspring funds ranges from -0.76 to 0.78, indicating varying levels of risk-adjusted return.

In general, a higher Sharpe Ratio is better, as it suggests that the fund is generating returns with lower risk. However, it's essential to consider the fund's overall performance and risk profile when evaluating the Sharpe Ratio.

Here's a breakdown of the Sharpe Ratio for Allspring funds across different time periods:

The Sharpe Ratio is just one metric to consider when evaluating a fund's performance. Other metrics, such as Alpha and Beta, can provide additional insights into the fund's return and risk characteristics.

Alpha measures a fund's excess return relative to the market. A positive Alpha indicates that the fund is generating returns that exceed the market's returns. The Alpha for Allspring funds ranges from -1.39 to 3.83, indicating varying levels of excess return.

Beta measures a fund's sensitivity to market movements. A Beta of 1 indicates that the fund's returns are perfectly correlated with the market's returns. The Beta for Allspring funds ranges from 0.64 to 0.99, indicating varying levels of sensitivity to market movements.

Here's a breakdown of the Alpha and Beta for Allspring funds across different time periods:

By considering multiple metrics, such as Sharpe Ratio, Alpha, and Beta, investors can gain a more comprehensive understanding of Allspring funds' performance and risk characteristics.

A $10,000 investment in the fund can grow significantly over time, with the value increasing by a substantial amount over the specified time period.

This growth is compared with benchmarks, such as broad-based market indexes and peer group averages, which do not include expenses that are deducted from fund returns.

Market indexes do not include expenses, which are deducted from fund returns as well as mutual fund averages and indexes.

The result is a clear picture of the fund's performance over time, with the value of a $10,000 investment increasing by a notable amount.

Does not include sales charges and assumes reinvestment of dividends and capital gains, which are essential factors in calculating investment returns.

If sales charges were included, returns would be lower, highlighting the importance of understanding all the costs involved in investing in a fund.

The specified time period for the growth of a $10,000 investment can range from 10 years to since the fund's inception, depending on the available data.

The Overall Morningstar Rating for a fund is derived from a weighted-average of the performance figures associated with its three-, five- and ten-year (if applicable) ratings.

Morningstar rankings are based on a fund's total return rank relative to all funds that have the same category. The percentile ranking is based on the fund's total return percentile rank relative to all funds that have the same category for the same time period.

The highest percentile rank is 1%, and the lowest is 100%. This means that a fund with a 1% rank is performing better than 99% of its peers, while a fund with a 100% rank is performing worse than all of its peers.

Morningstar rankings do not include the effect of sales charges.

The allspring funds performance has seen its fair share of ups and downs over the years. In 2020, the fund achieved a 40.03% annual return, making it the best annual return on record.

Historical highs and lows are a great way to gauge the fund's performance. The YTD high price was $14.12 on January 23, 2025, while the YTD low price was $13.09 on January 13, 2025.

Here's a breakdown of the fund's performance over the past few years:

The fund's quarterly returns have also been quite volatile, with the best quarterly return being 31.24% in 2020 and the worst quarterly return being -21.63% in 2022.

Historical prices can be a great indicator of a stock's performance over time. The YTD high for one stock was $14.12 on January 23, 2025, while the YTD low was $13.09 on January 13, 2025.

The 52-week high for another stock was $8.95 on November 25, 2024, which is significantly lower than the 52-week high of $16.23 for the first stock on December 8, 2024.

The 2024 high for the first stock was also $16.23 on December 8, 2024, while the 2024 low was $10.73 on January 4, 2024. In contrast, the 2024 high for the second stock was $8.95 on November 25, 2024.

Here are some notable quarterly returns for these stocks:

The best annual return for the first stock was 40.03% on December 31, 2020, while the worst annual return was -33.61% on December 31, 2022.

The calendar year is a common period used to measure the performance of funds and benchmarks. Fund performance can vary significantly from one year to the next.

In 2024, the fund returned 5.43% in one example, while the benchmark returned 1.25%. This significant difference highlights the importance of considering multiple performance metrics when evaluating funds.

The Morningstar rating, another measure of fund performance, returned 5.96% in the same year. This suggests that the fund outperformed the benchmark.

Here's a summary of the average annual returns for the fund, benchmark, and Morningstar rating over the past 10 years:

Note that the Morningstar rating is only available for certain years.

Optimization and metrics are crucial in evaluating the performance of allspring funds. Average annual returns are a key metric, with some funds showing impressive growth over the years.

The growth of $10,000 is a notable indicator of a fund's performance, with some funds growing significantly over the years. For example, one fund showed a growth of over $20,000 in a 10-year period.

Performance and volatility metrics provide a more detailed picture of a fund's performance. Alpha, beta, and excess return are some of the key metrics that can be used to evaluate a fund's performance. A high alpha indicates that a fund has performed better than its benchmark, while a high beta indicates that a fund is more volatile.

Here is a summary of the performance and volatility metrics for some allspring funds:

Tracking error and standard deviation are also important metrics to consider when evaluating a fund's performance. A low tracking error indicates that a fund has closely followed its benchmark, while a low standard deviation indicates that a fund has been less volatile.

Sharpe ratio and R2 are other metrics that can be used to evaluate a fund's performance. A high Sharpe ratio indicates that a fund has provided higher returns for a given level of risk, while a high R2 indicates that a fund has explained a larger portion of the market's returns.

Morningstar ratings and rankings can also be used to evaluate a fund's performance. These ratings provide a snapshot of a fund's performance over a specific period of time and can be used to compare the performance of different funds.

Overall, optimization and metrics are essential in evaluating the performance of allspring funds. By considering a range of metrics, including average annual returns, growth of $10,000, performance and volatility metrics, and Morningstar ratings and rankings, investors can make more informed decisions about their investments.