Wells Mutual Fund Manager Performance Evaluation

WFGWX -  USA Fund  

USD 36.88  0.13  0.35%

The entity maintains a market beta of 0.6472, which attests to possible diversification benefits within a given portfolio. Let's try to break down what Wells's beta means in this case. As returns on the market increase, Wells Fargo returns are expected to increase less than the market. However, during the bear market, the loss on holding Wells Fargo will be expected to be smaller as well. Even though it is essential to pay attention to Wells Fargo Growth historical price patterns, it is always good to be careful when utilizing equity current price history. Our philosophy towards determining any fund'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 Growth exposes twenty-six different technical indicators, which can help you to evaluate its performance.
  
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Wells Performance
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Over the last 90 days Wells Fargo Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Wells Price Channel

Fifty Two Week Low36.57
Fifty Two Week High50.33

Wells Fargo Relative Risk vs. Return Landscape

If you would invest  4,037  in Wells Fargo Growth on February 22, 2022 and sell it today you would lose (362.00)  from holding Wells Fargo Growth or give up 8.97% of portfolio value over 90 days. Wells Fargo Growth is currently producing negative expected returns and takes up 1.0679% volatility of returns over 90 trading days. Put another way, 9% 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 under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.25 times less risky than the market. the firm trades about -0.13 of its potential returns per unit of risk. The DOW is currently generating roughly -0.08 of returns per unit of risk over similar time horizon.

Wells Fargo Current Valuation

Fairly Valued
Today 36.88
Share
Please note that Wells Fargo's price fluctuation is very steady at this time.
Wells Fargo Growth maintains a prevalent Real Value of $37.25 per share. The last-minute price of the fund is $36.88. At this time, the fund appears to be fairly valued. We determine the value of Wells Fargo Growth 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 Growth 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.
37.25
Real Value
38.32
Upside
Estimating the potential upside or downside of Wells Fargo Growth 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
36.2136.9337.66
Details
Hype
Prediction
LowEstimated ValueHigh
35.6836.7537.82
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.910.940.97
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 Growth, 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 = -0.1321

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Negative ReturnsWFGWX
Estimated Market Risk
 1.07
  actual daily
 
 9 %
of total potential
 
99
Expected Return
 -0.14
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.13
  actual daily
 
 0 %
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00
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 Growth 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 Growth 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, consisting of capital appreciation and current income. The fund seeks to achieve its investment objective by allocating up to 75 percent of its assets to equity securities and up to 45 percent of its assets to fixed income securities. Its neutral allocation is as follows 65 percent of the funds total assets in stock funds and 35 percent of the funds total assets in bond funds. The fund is a fund-of-funds that invests in various affiliated mutual funds employing a multi-asset, multi-style investment approach designed to reduce the price and return volatility of the fund and to provide more consistent returns.

Things to note about Wells Fargo Growth

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 Growth 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 Growth generated a negative expected return over the last 90 days
Wells Fargo Growth is unlikely to experience financial distress in the next 2 years
Check out Your Current Watchlist. Note that the Wells Fargo Growth 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 Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

Complementary Tools for Wells Mutual Fund analysis

When running Wells Fargo Growth 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.