Wells Fargo Performance

WFC -- USA Stock  

USD 54.98  0.24  0.44%

Wells Fargo has performance score of 2 on a scale of 0 to 100. The firm maintains market beta of 0.0 which attests that the returns on MARKET and Wells Fargo are completely uncorrelated. Although it is extremely important to respect Wells Fargo historical price patterns, it is better to be realistic regarding the information on equity current price history. The philosophy towards determining future performance of any stock is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By examining Wells Fargo technical indicators you can presently evaluate if the expected return of 0.0523% will be sustainable into the future. Wells Fargo right now maintains a risk of 1.4462%. Please check out Wells Fargo Treynor Ratio as well as the relationship between Downside Variance and Kurtosis to decide if Wells Fargo will be following its historical returns.
 Time Horizon     30 Days    Login   to change

Wells Fargo Relative Risk vs. Return Landscape

If you would invest  5,454  in Wells Fargo Company on May 19, 2018 and sell it today you would earn a total of  44.00  from holding Wells Fargo Company or generate 0.81% return on investment over 30 days. Wells Fargo Company is generating 0.0523% of daily returns assuming volatility of 1.4462% on return distribution over 30 days investment horizon. In other words, 13% of equities are less volatile than the company and above 99% of equities are expected to generate higher returns over the next 30 days.
 Daily Expected Return (%) 
      Risk (%) 
Considering 30-days investment horizon, Wells Fargo Company is expected to generate 2.38 times more return on investment than the market. However, the company is 2.38 times more volatile than its market benchmark. It trades about 0.04 of its potential returns per unit of risk. The DOW is currently generating roughly 0.09 per unit of risk.

Wells Fargo Market Risk Analysis

Sharpe Ratio = 0.0361
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Wells Fargo Relative Performance Indicators

Estimated Market Risk
 1.45
  actual daily
 
 87 %
of total potential
  
Expected Return
 0.05
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.04
  actual daily
 
 2 %
of total potential
  
Based on monthly moving average Wells Fargo is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wells Fargo by adding it to a well-diversified portfolio.

Performance Rating

Wells Fargo Company Risk Adjusted Performance Analysis
2 

Risk-Adjusted Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Wells Fargo Company are ranked lower than 2 (%) of all global equities and portfolios over the last 30 days.

Wells Fargo Alerts

Equity Alerts and Improvement Suggestions
Wells Fargo has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial commitments
About 80.0% of the company outstanding shares are owned by insiders
On May 3, 2018 Wells Fargo paid $ 0.39 per share dividend to its current shareholders
Latest headline from MacroaxisInsider: Acquisition by Carrie Tolstedt of tradable shares of Wells Fargo subject to Rule 16b-3

Dividends

Wells Fargo Dividends Analysis
Check Wells Fargo dividend payout schedule and payment analysis over time. Analyze past dividends calendar and estimate annual dividend income
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