Wells Fargo Growth Fund Market Value
| SGRKX Fund | USD 32.13 0.30 0.93% |
| Symbol | WELLS |
Wells Fargo 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Wells Fargo's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Wells Fargo.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Wells Fargo on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Wells Fargo Growth or generate 0.0% return on investment in Wells Fargo over 90 days. Wells Fargo is related to or competes with Sentinel Mon, Baron Small, Baron Asset, T Rowe, Janus Trarian, Perkins Mid, and Perkins Mid. The fund invests at least 80 percent of its total assets in equity securities and up to 25 percent of the funds total as... More
Wells Fargo Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Wells Fargo's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Wells Fargo Growth upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.42 | |||
| Information Ratio | 0.1002 | |||
| Maximum Drawdown | 38.6 | |||
| Value At Risk | (2.22) | |||
| Potential Upside | 1.64 |
Wells Fargo Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wells Fargo's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Wells Fargo's standard deviation. In reality, there are many statistical measures that can use Wells Fargo historical prices to predict the future Wells Fargo's volatility.| Risk Adjusted Performance | 0.0905 | |||
| Jensen Alpha | 0.499 | |||
| Total Risk Alpha | 0.1925 | |||
| Sortino Ratio | 0.3385 | |||
| Treynor Ratio | 0.8678 |
Wells Fargo January 29, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0905 | |||
| Market Risk Adjusted Performance | 0.8778 | |||
| Mean Deviation | 1.46 | |||
| Semi Deviation | 0.6469 | |||
| Downside Deviation | 1.42 | |||
| Coefficient Of Variation | 884.83 | |||
| Standard Deviation | 4.78 | |||
| Variance | 22.86 | |||
| Information Ratio | 0.1002 | |||
| Jensen Alpha | 0.499 | |||
| Total Risk Alpha | 0.1925 | |||
| Sortino Ratio | 0.3385 | |||
| Treynor Ratio | 0.8678 | |||
| Maximum Drawdown | 38.6 | |||
| Value At Risk | (2.22) | |||
| Potential Upside | 1.64 | |||
| Downside Variance | 2.0 | |||
| Semi Variance | 0.4185 | |||
| Expected Short fall | (1.61) | |||
| Skewness | 7.22 | |||
| Kurtosis | 54.87 |
Wells Fargo Growth Backtested Returns
Wells Fargo appears to be not too volatile, given 3 months investment horizon. Wells Fargo Growth shows Sharpe Ratio of 0.11, which attests that the fund had a 0.11 % return per unit of risk over the last 3 months. By examining Wells Fargo's technical indicators, you can evaluate if the expected return of 0.54% is justified by implied risk. Please utilize Wells Fargo's Market Risk Adjusted Performance of 0.8778, downside deviation of 1.42, and Mean Deviation of 1.46 to validate if our risk estimates are consistent with your expectations. The entity maintains a market beta of 0.61, which attests to possible diversification benefits within a given portfolio. 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.
Auto-correlation | -0.24 |
Weak reverse predictability
Wells Fargo Growth has weak reverse predictability. Overlapping area represents the amount of predictability between Wells Fargo time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Wells Fargo Growth price movement. The serial correlation of -0.24 indicates that over 24.0% of current Wells Fargo price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.24 | |
| Spearman Rank Test | 0.2 | |
| Residual Average | 0.0 | |
| Price Variance | 0.16 |
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Other Information on Investing in WELLS Mutual Fund
Wells Fargo financial ratios help investors to determine whether WELLS Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in WELLS with respect to the benefits of owning Wells Fargo security.
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