Wells Fargo Performance

WFC -- USA Stock  

USD 56.33  0.08  0.14%

On a scale of 0 to 100 Wells Fargo holds performance score of 11. The firm maintains market beta of 0.0778 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.. Although it is extremely important to respect Wells Fargo historical price patterns, it is better to be realistic regarding the information on 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. By examining Wells Fargo technical indicators you can presently evaluate if the expected return of 0.221% will be sustainable into the future. Please utilizes Wells Fargo Treynor Ratio as well as the relationship between Downside Variance and Kurtosis to make a quick decision on weather Wells Fargo Company historical returns will revert.
 Time Horizon     30 Days    Login   to change

Wells Fargo Relative Risk vs. Return Landscape

If you would invest  5,394  in Wells Fargo Company on June 22, 2018 and sell it today you would earn a total of  247.00  from holding Wells Fargo Company or generate 4.58% return on investment over 30 days. Wells Fargo Company is generating 0.221% of daily returns assuming volatility of 1.2701% on return distribution over 30 days investment horizon. In other words, 11% of equities are less volatile than the company and above 96% 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 2.23 times more return on investment than the market. However, the company is 2.23 times more volatile than its market benchmark. It trades about 0.17 of its potential returns per unit of risk. The DOW is currently generating roughly 0.12 per unit of risk.

Wells Fargo Market Risk Analysis

Sharpe Ratio = 0.174
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Wells Fargo Relative Performance Indicators

Estimated Market Risk
 1.27
  actual daily
 
 89 %
of total potential
  
Expected Return
 0.22
  actual daily
 
 4 %
of total potential
  
Risk-Adjusted Return
 0.17
  actual daily
 
 11 %
of total potential
  
Based on monthly moving average Wells Fargo is performing at about 11% 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.

Performance Rating

Wells Fargo Company Risk Adjusted Performance Analysis
11 

Risk-Adjusted Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Wells Fargo Company are ranked lower than 11 (%) of all global equities and portfolios over the last 30 days.

Wells Fargo Alerts

Equity Alerts and Improvement Suggestions
About 78.0% of the company outstanding shares are owned by insiders
Latest headline from investorplace.com: Acquisition by Elizabeth Duke of 541 shares of Wells Fargo subject to Rule 16b-3

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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See also Your Current Watchlist. Please also try Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
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