Wells Fargo Manager Performance Evaluation

SSHIX -- USA Fund  

USD 8.64  0.00  0.00%

The entity maintains market beta of -0.0224 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.. Although it is extremely important to respect Wells Fargo Short 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 fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By examining Wells Fargo Short technical indicators you can presently evaluate if the expected return of 0.0035% will be sustainable into the future.
Horizon     30 Days    Login   to change

Wells Fargo Short Relative Risk vs. Return Landscape

If you would invest  863.40  in Wells Fargo Short Term Bond Inst on August 25, 2018 and sell it today you would earn a total of  0.60  from holding Wells Fargo Short Term Bond Inst or generate 0.07% return on investment over 30 days. Wells Fargo Short Term Bond Inst is currently producing 0.0035% returns and takes up 0.05% volatility of returns over 30 trading days. Put another way, 0% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Wells Fargo Short Term Bond Inst is expected to generate 37.8 times less return on investment than the market. But when comparing it to its historical volatility, the company is 8.34 times less risky than the market. It trades about 0.07 of its potential returns per unit of risk. The DOW is currently generating roughly 0.32 of returns per unit of risk over similar time horizon.

Wells Fargo Current Valuation

Fairly Valued
September 24, 2018
8.64
Market Value
8.64
Real Value
Target Odds
  
8.79
Upside
Wells Fargo is not too risky asset. Wells Fargo Short maintains prevalent Real Value of $8.64 per share. The last-minute price of the fund is $8.64. At this time the fund appears to be fairly valued. We determine the value of Wells Fargo Short from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to purchase undervalued securities and to sell overvalued securities since at some point equities prices and their ongoing real values will grow together.

Wells Fargo Market Risk Analysis

Sharpe Ratio = 0.0697
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Based on monthly moving average Wells Fargo is performing at about 4% 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 Short Term Bond Inst Risk Adjusted Performance Analysis

4 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Wells Fargo Short Term Bond Inst are ranked lower than 4 (%) of all funds and portfolios of funds over the last 30 days.

Wells Fargo Alerts

Equity Alerts and Improvement Suggestions

On August 31, 2018 Wells Fargo paid $ 0.016 per share dividend to its current shareholders
The fund maintains about 5.97% of its assets in cash

Wells Fargo Performance Indicators

Wells Fargo Short Basic Price Performance Measures

Fifty Two Week Low8.63
Fifty Two Week High8.77
Annual Report Expense Ratio0.48%
Also please take a look at World Market Map. Please also try Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
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