Wells Fargo Performance

WFC -- USA Stock  

Fiscal Quarter End: December 31, 2019  

On a scale of 0 to 100 Wells Fargo holds performance score of 17. The firm maintains market beta of 1.0713 which attests that Wells Fargo returns are very sensitive to returns on the market. as market goes up or down, Wells Fargo is expected to follow. Although it is vital to follow to Wells Fargo historical price patterns, it is good to be conservative about what you can actually do with the information regarding equity current price history. The philosophy towards determining future performance of any stock is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By examining Wells Fargo technical indicators you can presently evaluate if the expected return of 0.2974% will be sustainable into the future. Please utilizes Wells Fargo Downside Variance, and the relationship between Treynor Ratio and Kurtosis to make a quick decision on weather Wells Fargo Company historical returns will revert.
1717

Risk-Adjusted Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Wells Fargo Company are ranked lower than 17 (%) of all global equities and portfolios over the last 30 days. Despite somewhat unsteady basic indicators, Wells Fargo sustained solid returns over the last few months and may actually be approaching a breakup point.
Fifty Two Week Low43.02
Target High Price65.00
Payout Ratio39.66%
Fifty Two Week High55.04
Target Low Price42.00
Trailing Annual Dividend Yield3.44%
Horizon     30 Days    Login   to change

Wells Fargo Relative Risk vs. Return Landscape

If you would invest  4,500  in Wells Fargo Company on October 20, 2019 and sell it today you would earn a total of  897.00  from holding Wells Fargo Company or generate 19.93% return on investment over 30 days. Wells Fargo Company is generating 0.2908% of daily returns assuming volatility of 1.1434% on return distribution over 30 days investment horizon. In other words, 10% of equities are less volatile than the company and above 95% of equities are expected to generate higher returns over the next 30 days.
 Daily Expected Return (%) 
      Risk (%) 
Considering 30-days investment horizon, Wells Fargo is expected to generate 1.6 times more return on investment than the market. However, the company is 1.6 times more volatile than its market benchmark. It trades about 0.25 of its potential returns per unit of risk. The DOW is currently generating roughly 0.15 per unit of risk.

Wells Fargo Market Risk Analysis

Sharpe Ratio = 0.2544
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Wells Fargo Relative Performance Indicators

Estimated Market Risk
 1.14
  actual daily
 
 10 %
of total potential
 
1010
Expected Return
 0.29
  actual daily
 
 5 %
of total potential
 
55
Risk-Adjusted Return
 0.25
  actual daily
 
 17 %
of total potential
 
1717
Based on monthly moving average Wells Fargo is performing at about 17% 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 Alerts

Equity Alerts and Improvement Suggestions

About 78.0% of the company outstanding shares are owned by insiders
Latest headline from MacroaxisInsider: Exercise or conversion by Oman Mark C of 1834 shares of Wells Fargo subject to Rule 16b-3

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
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