Wells Fargo Performance

Wells Fargo Company -- USA Stock  

USD 60.92  1.05  1.75%

On a scale of 0 to 100 Wells Fargo holds performance score of 31. The firm maintains market beta of 0.9253 which attests that Wells Fargo returns are very sensitive to returns on the market. as market goes up or down, Wells Fargo is expected to follow.. Although it is vital to follow to Wells Fargo historical price patterns, it is good to be conservative about what you can actually do with the information regarding 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. We have found twenty technical indicators for Wells Fargo which you can use to evaluate performance of the organization. Please utilizes Wells Fargo Variance, Maximum Drawdown as well as the relationship between Maximum Drawdown and Semi Variance to make a quick decision on weather Wells Fargo Company historical returns will revert.
Investment Horizon     30 Days    Login   to change

Wells Fargo Relative Risk vs. Return Landscape

If you would invest  5,405  in Wells Fargo Company on November 18, 2017 and sell it today you would earn a total of  687  from holding Wells Fargo Company or generate 12.71% return on investment over 30 days. Wells Fargo Company is generating 0.6078% of daily returns assuming volatility of 1.2849% on return distribution over 30 days investment horizon. In other words, 11% of equities are less volatile than the company and above 89% 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 2.79 times more return on investment than the market. However, the company is 2.79 times more volatile than its market benchmark. It trades about 0.47 of its potential returns per unit of risk. The DOW is currently generating roughly 0.55 per unit of risk.

Operating Margin

Wells Fargo Operating Margin
Based on recorded statements Wells Fargo Company has Operating Margin of 39.5%. This is 855.26% lower than that of the Services sector, and significantly higher than that of Banking industry, The Operating Margin for all stocks is 462.05% 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 Sat, Nov 18, 2017 and Mon, Dec 18, 2017 is 57.39 with a coefficient of variation of 4.24. The daily time series for the period is distributed with a sample standard deviation of 2.42, arithmetic mean of 57.1, and mean deviation of 2.16. The Stock did not receive any noticable media coverage during the period.
31 

Risk-Adjusted Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Wells Fargo Company are ranked lower than 31 (%) of all global equities and portfolios over the last 30 days.

One Month Efficiency

Wells Fargo Sharpe Ratio = 0.4731
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Estimated Market Risk

 1.28
  actual daily
 
 89 %
of total potential
  

Expected Return

 0.61
  actual daily
 
 11 %
of total potential
  

Risk-Adjusted Return

 0.47
  actual daily
 
 31 %
of total potential
  
Based on monthly moving average Wells Fargo is performing at about 31% 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.

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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