Wesfarmers Ltd ADR (WFAFY)

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The chart shows the growth of an initial investment of $10,000 in Wesfarmers Ltd ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Wesfarmers Ltd ADR (WFAFY) has returned -4.44% so far this year and 15.34% over the past 12 months. Looking at the last ten years, WFAFY has achieved an annualized return of 13.71%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Dec 30, 2009, WFAFY's average daily return is +12.28%, while the average monthly return is +1.04%. At this rate, your investment would double in approximately 5.6 years.

Historically, 54% of months were positive and 46% were negative. The best month was Apr 2011 with a return of +33.2%, while the worst month was Mar 2020 at -18.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, WFAFY closed higher 45% of trading days. The best single day was Dec 3, 2014 with a return of +49,900.0%, while the worst single day was Dec 2, 2014 at -99.9%.

Wesfarmers Ltd ADR has an annualized alpha of 298373958603667.50%, beta of 4.15, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since December 31, 2009.

• This stock participated in 94.67% of S&P 500 Index downside but only 90.16% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.00 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WFAFY ranks 56 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Wesfarmers Ltd ADR (WFAFY) and compare them to a chosen benchmark (S&P 500 Index).

Wesfarmers Ltd ADR provided a 3.35% dividend yield over the last twelve months, with an annual payout of $0.85 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for Wesfarmers Ltd ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Wesfarmers Ltd ADR. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Wesfarmers Ltd ADR was 99.91%, occurring on Dec 2, 2014. Recovery took 885 trading sessions.

The current Wesfarmers Ltd ADR drawdown is 19.06%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Wesfarmers Ltd ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Wesfarmers Ltd ADR is priced in the market compared to other companies in the Home Improvement Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.