Wells Mutual Fund Manager Performance Evaluation

WFFFX -  USA Fund  

USD 7.80  0.00  0.00%

The entity maintains a market beta of -0.0867, 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 Target 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 Target technical indicators, you can presently evaluate if the expected return of 0.0292% will be sustainable into the future.

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 Wells Performance
10 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Wells Fargo Target are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Wells Fargo is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low7.36
Fifty Two Week High7.90
Annual Report Expense Ratio0.49%

Wells Fargo Relative Risk vs. Return Landscape

If you would invest  767.00  in Wells Fargo Target on June 24, 2021 and sell it today you would earn a total of  13.00  from holding Wells Fargo Target or generate 1.69% return on investment over 90 days. Wells Fargo Target is currently producing 0.0292% returns and takes up 0.2077% 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.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Wells Fargo is expected to generate 0.31 times more return on investment than the market. However, the company is 3.25 times less risky than the market. It trades about 0.14 of its potential returns per unit of risk. The DOW is currently generating roughly 0.01 per unit of risk.

Wells Fargo Current Valuation

Fairly Valued
Today
7.80
22nd of September 2021
Share
Please note that Wells Fargo's price fluctuation is very steady at this time.
Wells Fargo Target maintains a prevalent Real Value of $7.79 per share. The last-minute price of the fund is $7.8. At this time, the fund appears to be fairly valued. We determine the value of Wells Fargo Target 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 Target 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.
7.79
Real Value
8.00
Upside
Estimating the potential upside or downside of Wells Fargo Target 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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
7.787.807.82
Details
Hype
Prediction
LowEstimated ValueHigh
7.597.808.01
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.330.330.34
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 Target, 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 = 0.1406

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Estimated Market Risk
 0.21
  actual daily
 
 1 %
of total potential
 
11
Expected Return
 0.03
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.14
  actual daily
 
 10 %
of total potential
 
1010
Based on monthly moving average Wells Fargo is performing at about 10% 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 Target 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 Target 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 investment seeks total return over time, consistent with its strategic target asset allocation. The fund is a fund of funds that invests in various master portfolios , which in turn, invest in a combination of securities to gain exposure to equity and fixed income asset classes. The adviser gradually reduces the funds potential market risk exposures over time by generally re-allocating its assets among these asset classes, consistent with increasingly conservative strategic target allocations. The fund is primarily designed for investors who retired andor began to gradually withdraw funds around its target date of 2015.

Things to note about Wells Fargo Target

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 Target 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 Target is unlikely to experience financial distress in the next 2 years
The fund keeps about 5.5% of its net assets in cash
Check out Your Current Watchlist. Note that the Wells Fargo Target 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 Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

Complementary Tools for Wells Mutual Fund analysis

When running Wells Fargo Target 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.