Wells Fargo Performance

WFC -- USA Stock  

USD 47.03  0.71  1.49%

Macroaxis gives Wells Fargo performance score of 0 on a scale of 0 to 100. The firm maintains market beta of 0.8007 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-one different technical indicators which can help you to evaluate its performance. Wells Fargo has expected return of -0.2833%. Please be advised to check out Wells Fargo Treynor Ratio as well as the relationship between Downside Variance 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  5,324  in Wells Fargo Company on November 13, 2018 and sell it today you would lose (621.00)  from holding Wells Fargo Company or give up 11.66% of portfolio value over 30 days. Wells Fargo Company is generating negative expected returns assuming volatility of 1.5371% 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 under-perform the market. In addition to that, the company is 1.2 times more volatile than its market benchmark. It trades about -0.18 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.05 per unit of volatility.

Wells Fargo Market Risk Analysis

Sharpe Ratio = -0.1843
Good Returns
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Negative ReturnsWFC

Wells Fargo Relative Performance Indicators

Estimated Market Risk
  actual daily
 13 %
of total potential
Expected Return
  actual daily
 0 %
of total potential
Risk-Adjusted Return
  actual daily
 0 %
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


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
Wells Fargo has high likelihood to experience some financial distress in the next 2 years
About 78.0% of the company outstanding shares are owned by insiders

Wells Fargo Performance Indicators

Wells Fargo Basic Price Performance Measures

Fifty Two Week Low46.85
Target High Price70.00
Payout Ratio37.83%
Fifty Two Week High66.31
Target Low Price46.50
Trailing Annual Dividend Yield3.35%

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
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