Wells Fargo Performance

WFC -- USA Stock  

USD 55.14  0.73  1.34%

Macroaxis gives Wells Fargo performance score of 0 on a scale of 0 to 100. The firm maintains market beta of 0.2335 which attests that as returns on market increase, Wells Fargo returns are expected to increase less than the market. However during bear market, the loss on holding Wells Fargo will be expected to be smaller as well.. Even though it is essential to pay attention to Wells Fargo historical price patterns, it is always good to be careful when utilizing equity current price history. Macroaxis philosophy towards determining future performance of any stock is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Wells Fargo exposes twenty-eight different technical indicators which can help you to evaluate its performance. Wells Fargo has expected return of -0.3666%. Please be advised to check out Wells Fargo Downside Variance, and the relationship between Treynor Ratio and Kurtosis to decide if Wells Fargo past performance will be repeated at some point in the near future.
Horizon     30 Days    Login   to change

Wells Fargo Relative Risk vs. Return Landscape

If you would invest  5,903  in Wells Fargo Company on August 20, 2018 and sell it today you would lose (462.00)  from holding Wells Fargo Company or give up 7.83% of portfolio value over 30 days. Wells Fargo Company is generating negative expected returns assuming volatility of 0.8086% on return distribution over 30 days investment horizon. In other words, 7% 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 under-perform the market. In addition to that, the company is 2.08 times more volatile than its market benchmark. It trades about -0.45 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.23 per unit of volatility.

Wells Fargo Market Risk Analysis

Sharpe Ratio = -0.4534
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsWFC

Wells Fargo Relative Performance Indicators

Estimated Market Risk
 0.81
  actual daily
 
 93 %
of total potential
  
Expected Return
 -0.37
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.45
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Wells Fargo is performing at about 0% 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.

Wells Fargo Performance Rating

Wells Fargo Company Risk Adjusted Performance Analysis

0 

Risk-Adjusted Performance

Over the last 30 days Wells Fargo Company has generated negative risk-adjusted returns adding no value to investors with long positions.

Wells Fargo Alerts

Equity Alerts and Improvement Suggestions

Wells Fargo generates negative expected return over the last 30 days
About 78.0% of the company outstanding shares are owned by insiders
On August 9, 2018 Wells Fargo paid $ 0.43 per share dividend to its current shareholders
Latest headline from MacroaxisInsider: Bona fide gift to Avid Modjtabai of 97368 shares of Wells Fargo subject to Section 16

Wells Fargo Performance Indicators

Wells Fargo Basic Price Performance Measures

Fifty Two Week Low50.260
Target High Price70.00
Payout Ratio39.69%
Fifty Two Week High66.310
Target Low Price48.00
Trailing Annual Dividend Yield2.84%

Wells Fargo 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
Check Dividends  
See also Your Current Watchlist. Please also try Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
Search macroaxis.com