Wells Mutual Fund Manager Performance Evaluation

WFCIX -  USA Fund  

USD 14.69  0.00  0.00%

The entity maintains a market beta of -0.1338, 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. Although it is extremely important to respect Wells Fargo Endeavor 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 Endeavor technical indicators, you can presently evaluate if the expected return of 0.16% will be sustainable into the future.

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 Wells Performance
19 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Wells Fargo Endeavor are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Wells Fargo may actually be approaching a critical reversion point that can send shares even higher in October 2021.
Fifty Two Week Low11.17
Fifty Two Week High14.79
Annual Report Expense Ratio0.70%

Wells Fargo Relative Risk vs. Return Landscape

If you would invest  1,338  in Wells Fargo Endeavor on June 23, 2021 and sell it today you would earn a total of  131.00  from holding Wells Fargo Endeavor or generate 9.79% return on investment over 90 days. Wells Fargo Endeavor is currently producing 0.1602% returns and takes up 0.5967% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Wells, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Wells Fargo is expected to generate 0.88 times more return on investment than the market. However, the company is 1.14 times less risky than the market. It trades about 0.27 of its potential returns per unit of risk. The DOW is currently generating roughly 0.03 per unit of risk.

Wells Fargo Current Valuation

Overvalued
Today
14.69
21st of September 2021
Share
Please note that Wells Fargo's price fluctuation is very steady at this time.
Wells Fargo Endeavor maintains a prevalent Real Value of $13.37 per share. The last-minute price of the fund is $14.69. At this time, the fund appears to be overvalued. We determine the value of Wells Fargo Endeavor from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued securities and dropping overvalued securities since, at some point, stock prices and their ongoing real values will grow together.
Our valuation method for Wells Fargo Endeavor is useful when determining the fair value of the Wells mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Wells Fargo. Since Wells Fargo is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wells Mutual Fund. However, Wells Fargo's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
13.37
Real Value
16.16
Upside
Estimating the potential upside or downside of Wells Fargo Endeavor helps investors to forecast how Wells mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wells Fargo more accurately as focusing exclusively on Wells Fargo's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimated ValueHigh
14.0914.6915.29
Details

Wells Fargo Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Wells Fargo's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wells Fargo Endeavor, and traders can use it to determine the average amount a Wells Fargo's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.2684

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Estimated Market Risk
 0.6
  actual daily
 
 5 %
of total potential
 
55
Expected Return
 0.16
  actual daily
 
 3 %
of total potential
 
33
Risk-Adjusted Return
 0.27
  actual daily
 
 19 %
of total potential
 
1919
Based on monthly moving average Wells Fargo is performing at about 19% 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 Endeavor Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, 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 Mutual Fund's 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 Endeavor 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.
The fund normally invests at least 80 percent of its total assets in equity securities and up to 25 percent of the funds total assets in equity securities of foreign issuers through ADRs and similar investments. Wells Fargo is traded on NASDAQ Exchange in the United States.

Things to note about Wells Fargo Endeavor

Checking the ongoing alerts about Wells Fargo for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Wells Fargo Endeavor help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Wells Fargo Alerts

Equity Alerts and Improvement Suggestions

Wells Fargo Endeavor is unlikely to experience financial distress in the next 2 years
The fund keeps 99.61% of its net assets in stocks
Check out Your Current Watchlist. Note that the Wells Fargo Endeavor information on this page should be used as a complementary analysis to other Wells Fargo's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

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When running Wells Fargo Endeavor price analysis, check to measure Wells Fargo's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wells Fargo is operating at the current time. Most of Wells Fargo's value examination focuses on studying past and present price action to predict the probability of Wells Fargo's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Wells Fargo's price. Additionally, you may evaluate how the addition of Wells Fargo to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Wells Fargo's value and its price as these two are different measures arrived at by different means. Investors typically determine Wells Fargo value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wells Fargo's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.