Wells Fargo Performance

Wells Fargo Company -- USA Stock  

USD 53.11  0.60  1.14%

Macroaxis gives Wells Fargo performance score of 0 on a scale of 0 to 100. The firm maintains market beta of 0.046 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 -0.2767%. 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  5,997  in Wells Fargo Company on March 26, 2018 and sell it today you would lose (686.00)  from holding Wells Fargo Company or give up 11.44% of portfolio value over 30 days. Wells Fargo Company is generating negative expected returns assuming volatility of 1.5741% on return distribution over 30 days investment horizon. In other words, 14% 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 1.11 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 -0.06 per unit of volatility.

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.

2 Months Efficiency

Wells Fargo Sharpe Ratio = -0.1758
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Negative ReturnsWFC
Estimated Market Risk
 1.57
  actual daily
 
 86 %
of total potential
  
Expected Return
 -0.28
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.18
  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.

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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