Wells Fargo Performance

Wells Fargo Company -- USA Stock  

USD 54.90  2.37  4.51%

Macroaxis gives Wells Fargo performance score of 0 on a scale of 0 to 100. The firm maintains market beta of -0.2227 which attests that as returns on market increase, returns on owning Wells Fargo are expected to decrease at a much smaller rate. During bear market, Wells Fargo is likely to outperform the market.. 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 -0.5735%. 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.
 Time Horizon     30 Days    Login   to change

Wells Fargo Relative Risk vs. Return Landscape

If you would invest  5,973  in Wells Fargo Company on February 21, 2018 and sell it today you would lose (720.00)  from holding Wells Fargo Company or give up 12.05% of portfolio value over 30 days. Wells Fargo Company is generating negative expected returns assuming volatility of 1.3444% on return distribution over 30 days investment horizon. In other words, 12% 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 1.44 times more volatile than its market benchmark. It trades about -0.43 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.02 per unit of volatility.

Operating Margin

Wells Fargo Operating Margin
Based on recorded statements Wells Fargo Company has Operating Margin of 38.98%. This is 61.27% higher than that of the Financial sector, and significantly higher than that of Banking industry, The Operating Margin for all stocks is 457.29% lower than the firm.
A good Operating Margin is required for a company to be able to pay for its fixed costs or pay out its debt which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against firm's competitors.

Wells Fargo Daily Price Distribution

The median price of Wells Fargo for the period between Wed, Feb 21, 2018 and Fri, Mar 23, 2018 is 57.41 with a coefficient of variation of 3.12. The daily time series for the period is distributed with a sample standard deviation of 1.78, arithmetic mean of 57.22, and mean deviation of 1.34. The Stock received some media coverage during the period.

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.

One Month Efficiency

Wells Fargo Sharpe Ratio = -0.4266
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Estimated Market Risk

  actual daily
 88 %
of total potential

Expected Return

  actual daily
 1 %
of total potential

Risk-Adjusted Return

  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 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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