Wells Fargo Fds Fund Manager Performance Evaluation
| WFCMX Fund | USD 11.15 0.01 0.09% |
The entity maintains a market beta of 0.0784, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wells Fargo's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wells Fargo is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Wells Fargo Fds are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Wells Fargo is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio | 0.0000 |
Wells |
Wells Fargo Relative Risk vs. Return Landscape
If you would invest 1,109 in Wells Fargo Fds on January 20, 2024 and sell it today you would earn a total of 6.00 from holding Wells Fargo Fds or generate 0.54% return on investment over 90 days. Wells Fargo Fds is currently producing 0.0087% returns and takes up 0.1771% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Wells, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wells Fargo Current Valuation
Fairly Valued
Today
Please note that Wells Fargo's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wells Fargo Fds maintains a prevalent Real Value of $11.16 per share. The last-minute price of the fund is $11.15. We determine the value of Wells Fargo Fds from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Our valuation method for Wells Fargo Fds 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. | Historical | Market 11.15 | Real 11.16 | Hype 11.15 | Naive 11.19 |
The real value of Wells Mutual Fund, also known as its intrinsic value, is the underlying worth of Wells Fargo Fds Mutual Fund, which is reflected in its stock price. It is based on Wells Fargo's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Wells Fargo's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wells Fargo's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wells Fargo Fds 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: 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 Fds, 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 = 0.0492
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WFCMX |
Estimated Market Risk
| 0.18 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Wells Fargo is performing at about 3% 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 Fundamentals Growth
Wells Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wells Fargo, and Wells Fargo fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wells Mutual Fund performance.
| Total Asset | 853.9 M | ||||
About Wells Fargo Performance
To evaluate Wells Fargo Fds 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 Fds market performance in a much more refined way. 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 invests at least 60 percent of its net assets in municipal securities that pay interest exempt from federal income tax, but not necessarily the federal alternative minimum tax up to 40 percent of its net assets in municipal securities that pay interest subject to federal AMT up to 40 percent of its total assets in below investment-grade municipal securities up to 20 percent of its total assets in inverse floaters and up to 10 percent of its net assets in corporate debt securities.Things to note about Wells Fargo Fds performance evaluation
Checking the ongoing alerts about Wells Fargo for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wells Fargo Fds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of 0.0% | |
| Wells Fargo Fds keeps about 98.64% of its net assets in bonds |
- Analyzing Wells Fargo's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wells Fargo's stock is overvalued or undervalued compared to its peers.
- Examining Wells Fargo's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wells Fargo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wells Fargo's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wells Fargo's mutual fund. These opinions can provide insight into Wells Fargo's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wells Fargo Fds. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in population. For more information on how to buy Wells Mutual Fund please use our How to Invest in Wells Fargo guide.You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.