Performance analysis of ERH (Allspring Utilities and High Income Fund)
Annual Return
Over the past 3 years, ERH has had an average annual return of +14.57%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ERH has had an average annual return of +4.40%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, ERH has had an average annual return of +6.51%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Apr 28, 2004, ERH has had an average annual return of +7.02%, underperforming the benchmark SPY, which returned +11.03% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.89% | +19.85% | +25.68% | -10.50% | -18.38% | +22.16% | -1.03% | +33.96% | -8.97% | +18.30% | +14.82% | -5.63% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +16.55% | +13.68% | +8.32% | +4.17% | -14.60% | +43.19% | -52.51% | +17.18% | +64.60% | +13.41% | +9.31% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.89% | +9.45% | -5.33% | +4.76% | -3.94% | -1.25% | +3.89% | ||||||
| 2025 | +4.83% | +1.58% | -1.43% | -1.07% | +5.75% | +2.39% | +4.01% | +1.44% | +3.70% | +4.96% | -2.22% | -5.07% | +19.85% |
| 2024 | -1.59% | +1.51% | +4.80% | -0.48% | +8.01% | -1.33% | +5.54% | +4.99% | +4.40% | -0.52% | +2.41% | -3.97% | +25.68% |
| 2023 | +1.45% | -5.92% | +1.77% | +0.77% | -5.92% | +2.21% | +2.67% | -5.65% | -8.96% | -4.26% | +11.10% | +1.38% | -10.50% |
| 2022 | -6.30% | -4.34% | +7.72% | -11.38% | +4.59% | -5.18% | +4.02% | -0.76% | -10.83% | +3.11% | +4.45% | -2.99% | -18.38% |
| 2021 | -0.21% | -0.24% | +3.09% | +8.11% | +1.62% | +2.48% | -1.10% | +4.47% | -7.92% | +8.51% | +1.48% | +0.92% | +22.16% |
| 2020 | +7.48% | -16.46% | -11.73% | +12.47% | +10.77% | -2.70% | +1.16% | -1.03% | -5.46% | +0.50% | +5.09% | +3.04% | -1.03% |
| 2019 | +12.69% | +3.97% | +1.99% | -0.42% | -2.60% | +3.79% | +3.83% | -2.14% | +6.35% | +2.84% | -0.65% | +0.86% | +33.96% |
| 2018 | -5.14% | -1.47% | +0.62% | +2.27% | +0.29% | +0.62% | +1.83% | +1.80% | -0.04% | -5.21% | +1.79% | -6.17% | -8.97% |
| 2017 | +3.82% | +1.25% | +3.29% | +3.03% | +2.57% | -2.08% | +2.97% | +1.03% | -2.67% | +2.91% | +2.39% | -1.31% | +18.30% |
Drawdown analysis of ERH (Allspring Utilities and High Income Fund)
The maximum drawdown for the ERH was -69.81%, occurring on Mar 9, 2009. Recovery took 2036 trading sessions.
The current ERH drawdown is -6.54%.
Since Apr 28, 2004 ERH has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.81% | Jan 11, 2008 | 290 | Mar 9, 2009 | 2036 | Apr 7, 2017 | 2326 |
| -46.07% | Feb 20, 2020 | 22 | Mar 23, 2020 | 307 | Jun 10, 2021 | 329 |
| -37.84% | Dec 15, 2021 | 465 | Oct 23, 2023 | 403 | Jun 3, 2025 | 868 |
| -25.62% | Apr 12, 2007 | 88 | Aug 16, 2007 | 47 | Oct 23, 2007 | 135 |
| -14.11% | May 3, 2004 | 58 | Jul 27, 2004 | 71 | Nov 4, 2004 | 129 |
| -13.93% | Dec 12, 2017 | 36 | Feb 5, 2018 | 130 | Aug 10, 2018 | 166 |
| -13.90% | Nov 13, 2007 | 6 | Nov 21, 2007 | 26 | Dec 31, 2007 | 32 |
| -12.90% | Sep 13, 2018 | 72 | Dec 27, 2018 | 25 | Feb 4, 2019 | 97 |
| -12.85% | Sep 14, 2021 | 10 | Sep 28, 2021 | 48 | Dec 6, 2021 | 58 |
| -10.95% | Jan 3, 2007 | 10 | Jan 18, 2007 | 43 | Mar 21, 2007 | 53 |
| -9.36% | Oct 7, 2025 | 50 | Dec 17, 2025 | 46 | Feb 25, 2026 | 96 |
| -8.83% | May 4, 2026 | 10 | May 18, 2026 | Ongoing | Ongoing | Ongoing |
| -8.38% | Feb 27, 2026 | 15 | Mar 20, 2026 | 29 | May 1, 2026 | 44 |
| -7.79% | Oct 4, 2005 | 12 | Oct 20, 2005 | 60 | Jan 18, 2006 | 72 |
| -6.41% | Mar 7, 2005 | 48 | May 13, 2005 | 16 | Jun 7, 2005 | 64 |
| -6.07% | Jun 10, 2021 | 26 | Jul 19, 2021 | 18 | Aug 12, 2021 | 44 |
| -5.12% | Mar 21, 2019 | 47 | May 29, 2019 | 33 | Jul 16, 2019 | 80 |
| -4.26% | Mar 31, 2006 | 10 | Apr 17, 2006 | 15 | May 8, 2006 | 25 |
| -4.23% | Oct 2, 2019 | 4 | Oct 8, 2019 | 13 | Oct 25, 2019 | 17 |
| -4.21% | Sep 12, 2006 | 5 | Sep 19, 2006 | 4 | Sep 25, 2006 | 9 |
| -3.98% | Dec 30, 2004 | 18 | Jan 26, 2005 | 13 | Feb 14, 2005 | 31 |
| -3.97% | Dec 9, 2019 | 1 | Dec 10, 2019 | 23 | Jan 14, 2020 | 24 |
| -3.73% | Nov 4, 2019 | 8 | Nov 14, 2019 | 13 | Dec 4, 2019 | 21 |
| -3.42% | Jan 27, 2006 | 14 | Feb 16, 2006 | 4 | Feb 23, 2006 | 18 |
| -3.13% | Feb 27, 2006 | 7 | Mar 8, 2006 | 8 | Mar 20, 2006 | 15 |