WFMIX
Allspring Special Mid Cap Value Fund Institutional Class
Mutual fund
$50.31+0.29 (+0.58%)Close Oct 2, 2026
Apr 8, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $72,974
- CAGR
- +9.69%
- Max drawdown
- −52.70%
- Sharpe ratio
- 0.58
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.23%
- 3M
- −2.42%
- 6M
- +6.23%
- YTD
- +10.33%
- 1Y
- +10.40%
- 3Y
- +13.34%
- 5Y
- +8.19%
- 10Y
- +9.93%
- 15Y
- +12.78%
- 20Y
- +9.35%
- Since 2005
- +9.69%
Metrics
Since 2005| Volatility | 19.08% |
|---|---|
| Sortino ratio | 0.82 |
| Calmar ratio | 0.18 |
| Best year, 2013 | +39.15% |
| Worst year, 2008 | −29.81% |
| Positive years | 14 of 20 |
| Longest drawdown | 3.5 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.7% | Jul 2007 | Mar 2009 | Jan 2011 | 3.5 years |
| −43.8% | Feb 2020 | Mar 2020 | Dec 2020 | 10 months |
| −25.1% | May 2011 | Oct 2011 | Sep 2012 | 1.3 years |
| −20.7% | Jan 2018 | Dec 2018 | Apr 2019 | 1.2 years |
| −18.3% | Nov 2024 | Apr 2025 | Aug 2025 | 9 months |
Annual returns
2005 from Apr 8 · 2026 through Oct 2