WFATX Performance — Allspring Index Asset Allocation Fund, Institutional Class
Data updated: 2026-08-26
WFATX returned +11.13% year to date and +19.66% over one year to Jun 2026. Annualised returns are +14.93% over 3 years and +11.75% over 5 years. The fund beat its Moderate Allocation category average: $100 invested three years ago grew to $152, against $136 for the category, and to $120 over one year, against $112. Volatility over the past three years was 9.28% a year. In the 12 months to Jun 2026 the fund lost a net $58.8M, and assets reached $1.22B.
WFATX Growth of $100
What $100 invested in Allspring Index Asset Allocation Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Moderate Allocation category average over the same months.
| Period | WFATX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $120 | $112 |
| 3 years (Jul 2023 – Jun 2026) | $152 | $136 |
| 5 years (Jul 2021 – Jun 2026) | $174 | $129 |
| Since data start (Jul 2019 – Jun 2026) | $175 | $154 |
WFATX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.13% |
| 1 year | +19.66% |
| 3 years (annualised) | +14.93% |
| 5 years (annualised) | +11.75% |
WFATX Annual Returns
Calendar-year total returns of Allspring Index Asset Allocation Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +11.13% |
| 2025 | +11.75% |
| 2024 | +15.06% |
| 2023 | +16.99% |
| 2022 | +4.19% |
| 2021 | +0.15% |
| 2020 | +0.16% |
| 2019 (Jul–Dec) | +0.06% |
WFATX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.0% | −0.2% | +1.0% | +6.3% | +3.4% | −0.7% | — | — | — | — | — | — |
| 2025 | +1.5% | +0.1% | −3.5% | −0.6% | +3.1% | +3.5% | +1.2% | +1.6% | +2.7% | +1.8% | +0.4% | −0.3% |
| 2024 | +0.9% | +2.7% | +2.3% | −3.8% | +3.9% | +2.8% | +1.6% | +2.2% | +1.9% | −1.8% | +4.3% | −2.6% |
| 2023 | +4.8% | −2.8% | +3.5% | +1.1% | −0.2% | +3.6% | +1.8% | −1.2% | −4.1% | −2.1% | +7.7% | +4.5% |
| 2022 | 0.0% | 0.0% | 0.0% | −0.1% | 0.0% | −0.1% | +0.1% | 0.0% | −0.1% | +4.2% | +4.4% | −3.9% |
| 2021 | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| 2020 | 0.0% | 0.0% | −0.1% | +0.1% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | +0.1% | 0.0% |
| 2019 | — | — | — | — | — | — | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
WFATX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 9.28%
- 3-year Sharpe ratio: 1.12 (vs 4.5% risk-free rate)
- Best month: +7.74% (Nov 2023)
- Worst month: −4.13% (Sep 2023)
WFATX Fund Flows
Monthly money in and out of Allspring Index Asset Allocation Fund, from SEC Form N-PORT.
- 12-month net flow: −$58.8M
- 12-month gross sales (incl. reinvestments): $200.6M
- Sales ÷ redemptions: 0.77×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $5.5M | $18.6M | −$13.1M |
| May 2026 | $4.4M | $17.4M | −$13.0M |
| Apr 2026 | $5.4M | $22.5M | −$17.1M |
| Mar 2026 | $7.9M | $19.1M | −$11.2M |
| Feb 2026 | $3.6M | $18.7M | −$15.1M |
| Jan 2026 | $4.8M | $20.3M | −$15.6M |
| Dec 2025 | $141.7M | $31.8M | $109.9M |
| Nov 2025 | $3.7M | $14.6M | −$10.9M |
| Oct 2025 | $4.9M | $37.8M | −$32.9M |
| Sep 2025 | $8.3M | $16.6M | −$8.3M |
| Aug 2025 | $3.0M | $21.3M | −$18.3M |
| Jul 2025 | $7.4M | $20.8M | −$13.5M |
WFATX Assets Under Management
Net assets of Allspring Index Asset Allocation Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $1.22B |
| 2026-03-31 | $1.16B |
| 2025-12-31 | $1.23B |
| 2025-09-30 | $1.28B |
| 2025-06-30 | $1.26B |
| 2025-03-31 | $1.23B |
| 2024-12-31 | $1.31B |
| 2024-09-30 | $1.36B |
| 2024-06-30 | $1.32B |
| 2024-03-31 | $1.33B |
| 2023-12-31 | $1.31B |
| 2023-09-30 | $1.26B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.