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Wells Fargo & Company

WFC
Equity · Currency in USD
ISIN
US9497461015
CUSIP
949746101
Sector
Financial Services
Industry
Banks—Diversified

WFCPrice Chart


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WFCPerformance

The chart shows the growth of $10,000 invested in WFC on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $19,765 for a total return of roughly 97.65%. All prices are adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%250.00%20122014201620182020
97.65%
259.57%
S&P 500

WFCReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M0.68%
YTD32.46%
6M58.73%
1Y23.93%
5Y-0.08%
10Y5.48%

WFCMonthly Returns Heatmap


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WFCSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Wells Fargo & Company Sharpe ratio is 1.15. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.0020122014201620182020
1.15

WFCDividends

Wells Fargo & Company granted a 2.03% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $0.81 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.81$1.22$1.92$1.64$1.54$1.52$1.48$1.35$1.15$0.88$0.48$0.20
Dividend yield
2.03%4.04%3.57%3.56%2.54%2.75%2.71%2.46%2.53%2.57%1.74%0.65%

WFCDrawdowns Chart


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%20122014201620182020
-32.48%

WFCWorst Drawdowns

The table below shows the maximum drawdowns of the Wells Fargo & Company. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the {{portfolioName}} is 64.46%, recorded on Oct 29, 2020. The portfolio has not recovered from it yet.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-64.46%Jan 29, 2018695Oct 29, 2020
-32.18%Feb 9, 2011127Aug 10, 2011150Mar 15, 2012277
-31.15%May 4, 201083Aug 30, 2010112Feb 8, 2011195
-22.45%Jul 23, 2015304Oct 4, 201645Dec 7, 2016349
-15.8%Mar 2, 2017133Sep 8, 201761Dec 5, 2017194
-12.45%Sep 17, 201241Nov 14, 201267Feb 22, 2013108
-12.36%Apr 3, 201243Jun 4, 201243Aug 3, 201286
-10.33%Sep 22, 201418Oct 15, 201413Nov 3, 201431
-9.22%Jul 23, 201355Oct 8, 201332Nov 21, 201387
-9.11%Jan 8, 201021Feb 8, 201018Mar 5, 201039

WFCVolatility Chart

Current Wells Fargo & Company volatility is 30.70%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%200.00%20122014201620182020
30.70%

Portfolios with Wells Fargo & Company


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