Wells Stock Performance

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WFC -- USA Stock  

 Earnings Call  This Week

The firm maintains a market beta of -0.0641, which attests to not very significant fluctuations relative to the market. Let's try to break down what Wells's beta means in this case. As returns on the market increase, returns on owning Wells Fargo are expected to decrease at a much lower rate. During the 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. Our philosophy towards determining any stock's future performance 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-eight different technical indicators, which can help you to evaluate its performance. Wells Fargo has an expected return of -0.2441%. Please be advised to check out Wells Fargo downside variance, and the relationship between the treynor ratio and kurtosis to decide if Wells Fargo stock performance from the past will be repeated at some point in the near future.

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Wells Fargo Risk-Adjusted Performance

Over the last 30 days Wells Fargo has generated negative risk-adjusted returns adding no value to investors with long positions. Despite unsteady performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in August 2020. The current disturbance may also be a sign of long term up-swing for the company investors.
Fifty Two Week Low22.00
Target High Price41.00
Payout Ratio69.23%
Fifty Two Week High54.75
Target Low Price21.00
Trailing Annual Dividend Yield8.24%

Wells Fargo Relative Risk vs. Return Landscape

If you would invest  3,143  in Wells Fargo on June 11, 2020 and sell it today you would lose (596.00)  from holding Wells Fargo or give up 18.96% of portfolio value over 30 days. Wells Fargo is generating negative expected returns assuming volatility of 4.1273% on return distribution over 30 days investment horizon. In other words, 35% 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 the 30-days investment horizon, Wells Fargo is expected to under-perform the market. In addition to that, the company is 2.26 times more volatile than its market benchmark. It trades about -0.06 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.1 per unit of volatility.

Wells Fargo Market Risk Analysis

Sharpe Ratio = -0.0591
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Wells Fargo Stock Performance Indicators

Estimated Market Risk
 4.13
  actual daily
 
 36 %
of total potential
 
3636
Expected Return
 -0.24
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.06
  actual daily
 
 0 %
of total potential
 
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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.

About Wells Fargo Performance

To evaluate Wells Fargo Stock as a possible investment, you need to clearly understand its upside, downside potential, and overall future performance outlook. You may be satisfied when Wells Fargo generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Wells's stock performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Wells Fargo stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Wells's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section. Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2020
Return on Average Assets 1.02  1.25 
Return on Average Equity 10.20  12.14 
Return on Invested Capital 0.0196  0.0209 
Return on Sales 0.34  0.32 
Wells Fargo Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services to individuals, businesses, and institutions in the United States and internationally. It operates in three segments Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers checking and savings accounts credit and debit cards and automobile, student, mortgage, home equity, and small business lending products. The Wholesale Banking segment provides commercial, corporate, capital markets, cash management, and real estate banking products and services, including traditional commercial loans and lines of credit, letters of credit, asset-based lending, equipment leasing, international trade facilities, trade financing, collection services, foreign exchange services, treasury management, institutional fixed-income sales, interest rate, commodity and equity risk management, onlineelectronic products, corporate trust fiduciary and agency services, and investment banking services. It also offers commercial and residential development, land acquisition and development, rehabilitation, permanent securitization, and commercial real estate loans secured and unsecured lines of credit affordable housing loans and letters of credit and interim financing arrangements. The Wealth and Investment Management segment provides personalized wealth management, investment, and retirement products and services and delivers financial planning, private banking, credit, investment management, and fiduciary services. The company also offers brokerage, and Internet and mobile banking services and has collaboration with National LGBT Chamber of Commerce. As of March 16, 2020, it operated through 7,400 locations approximately 13,000 ATMs and offices in 32 countries and territories. The Company was founded in 1852 and is headquartered in San Francisco, California.

Wells Fargo Alerts

Equity Alerts and Improvement Suggestions

Wells Fargo generates negative expected return over the last 30 days
Wells Fargo has high historical volatility and very poor performance
Over 77.0% of the company outstanding shares are owned by institutional investors
Latest headline from finance.yahoo.com: Wells Fargo Deadline Alert Faruqi Faruqi, LLP Encourages Investors Who Suffered Losses Exceeding 100,000 Investing In Wells Fargo Company To Contact The Firm - Yahoo Finance

Wells Fargo 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
Check Dividends  
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Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page