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WFC: Wells Fargo & Company (STOCK)
Basic Info 60.35 1.61(2.74%) April 19
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/01/1972 |
Last Dividend Date: | 02/01/2024 |
12-Mo. Yield | 2.58% |
Expenses | - |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/01/1972 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | 1972 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 6.9 | 23.5 | 47.4 | 13.9 | 7.9 | 5.1 | 10.3 | 6.9 | 9.9 | 22.9 | -11.9 | 61.1 | -41.7 | 21.4 | -21.8 | 13.2 | 4.7 | 1.8 | 24.1 | 36.7 | 27.4 | -9.5 | 15.6 | -6.1 | 1.8 | -12.2 | 16.8 | 4.5 | 9.0 | 29.5 | 10.3 | -20.2 | 40.7 | 1.3 | 3.1 | 78.2 | 31.8 | 41.2 | -4.1 | 13.0 | 18.2 | 75.9 | -7.8 | 40.1 | 30.2 | 1.7 | 16.4 | 35.9 | -31.6 | 35.9 | 4.2 | -17.4 | 12.7 | 1.0 | 8.6 | -18.6 | 30.9 | 29.7 | -44.4 | -1.2 | 45.0 |
Sharpe Ratio | NA | 2.89 | 1.85 | 0.39 | 0.14 | 0.12 | NA | NA | 0.2 | 0.68 | -0.39 | 1.81 | -0.68 | 1.01 | -0.98 | 0.71 | 0.19 | 0.09 | 1.71 | 2.32 | 1.26 | -0.25 | 0.46 | -0.06 | 0.01 | -0.57 | 1.05 | 0.19 | 0.66 | 1.62 | 0.36 | -0.87 | 0.88 | -0.05 | -0.01 | 2.58 | 1.2 | 1.76 | -0.28 | 0.44 | 0.73 | 2.21 | -0.34 | 1.5 | 1.06 | -0.06 | 0.43 | 1.29 | -1.19 | 1.1 | -0.1 | -1.03 | 0.15 | -0.29 | 0.15 | -1.09 | 1.57 | 1.01 | -1.37 | -0.33 | 5.6 |
Draw Down(%) | NA | 7.0 | 17.3 | 37.1 | 59.8 | 64.5 | NA | NA | 79.0 | 25.3 | 36.3 | 15.1 | 59.3 | 14.4 | 31.9 | 15.8 | 17.6 | 14.0 | 10.3 | 9.2 | 12.4 | 32.2 | 31.1 | 72.4 | 44.8 | 20.5 | 6.0 | 7.3 | 6.2 | 9.0 | 19.9 | 29.2 | 25.2 | 19.6 | 31.5 | 15.6 | 13.3 | 12.9 | 24.6 | 21.0 | 9.5 | 13.1 | 39.6 | 20.4 | 11.0 | 33.9 | 16.7 | 20.4 | 34.2 | 19.2 | 27.1 | 26.8 | 27.8 | 16.7 | 14.8 | 23.4 | 14.9 | 22.9 | 64.0 | 17.6 | 7.0 |
Standard Deviation(%) | NA | 21.9 | 24.3 | 30.4 | 38.1 | 30.5 | NA | NA | 32.8 | 27.7 | 34.0 | 33.7 | 61.4 | 19.8 | 23.7 | 17.7 | 23.7 | 19.9 | 14.1 | 15.8 | 21.8 | 38.8 | 33.7 | 103.3 | 81.3 | 26.8 | 12.9 | 12.2 | 12.2 | 17.7 | 25.1 | 26.4 | 41.4 | 36.2 | 35.0 | 28.8 | 23.3 | 21.3 | 25.5 | 24.8 | 21.5 | 32.5 | 37.9 | 22.8 | 24.1 | 41.4 | 28.5 | 23.7 | 32.0 | 27.1 | 31.8 | 26.5 | 29.8 | 21.1 | 23.3 | 20.4 | 17.5 | 25.3 | 36.4 | 18.7 | 15.6 |
Treynor Ratio | NA | 1.07 | 0.46 | 0.12 | 0.05 | 0.03 | NA | NA | 0.06 | 0.17 | -0.14 | 0.53 | -0.31 | 0.21 | -0.26 | 0.09 | 0.04 | 0.02 | 0.25 | 0.35 | 0.21 | -0.07 | 0.11 | -0.02 | 0.01 | -0.12 | 0.19 | 0.03 | 0.11 | 0.35 | 0.13 | -0.35 | 0.47 | -0.02 | 0.0 | 0.63 | 0.21 | 0.34 | -0.07 | 0.09 | 0.17 | 0.66 | -0.1 | 0.48 | 0.31 | -0.03 | 0.14 | 0.9 | -0.54 | 0.51 | -0.06 | -0.59 | 0.08 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.14 | 0.07 | 0.03 | -0.02 | -0.03 | NA | NA | 0.01 | -0.01 | 0.04 | 0.09 | -0.26 | -0.02 | -0.08 | -0.06 | -0.03 | 0.0 | 0.04 | 0.01 | 0.02 | -0.04 | -0.01 | -0.12 | 0.36 | -0.07 | 0.02 | 0.0 | 0.0 | 0.02 | 0.11 | -0.05 | 0.19 | -0.06 | -0.08 | 0.11 | 0.01 | 0.01 | -0.01 | 0.01 | 0.04 | 0.12 | 0.01 | 0.06 | 0.06 | 0.01 | 0.04 | 0.09 | -0.15 | 0.09 | -0.02 | -0.07 | -0.01 | -0.05 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.59 | 0.97 | 1.02 | 1.2 | 1.16 | NA | NA | 1.14 | 1.13 | 0.96 | 1.16 | 1.37 | 0.95 | 0.9 | 1.48 | 1.23 | 1.1 | 0.96 | 1.04 | 1.32 | 1.43 | 1.47 | 2.9 | 1.46 | 1.27 | 0.72 | 0.82 | 0.73 | 0.82 | 0.72 | 0.66 | 0.77 | 1.1 | 1.13 | 1.17 | 1.33 | 1.09 | 1.09 | 1.25 | 0.92 | 1.09 | 1.32 | 0.71 | 0.83 | 0.79 | 0.85 | 0.34 | 0.71 | 0.59 | 0.56 | 0.46 | 0.61 | -1.08 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.09 | 0.22 | 0.34 | 0.45 | 0.45 | NA | NA | 0.33 | 0.29 | 0.47 | 0.2 | 0.59 | 0.36 | 0.43 | 0.31 | 0.46 | 0.73 | 0.61 | 0.53 | 0.59 | 0.73 | 0.61 | 0.56 | 0.52 | 0.57 | 0.31 | 0.48 | 0.44 | 0.62 | 0.56 | 0.29 | 0.17 | 0.31 | 0.43 | 0.54 | 0.45 | 0.16 | 0.18 | 0.2 | 0.18 | 0.24 | 0.31 | 0.17 | 0.34 | 0.39 | 0.24 | 0.03 | 0.08 | 0.09 | 0.1 | 0.07 | 0.11 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.7 | 3.2 | 2.5 | 2.6 | 2.8 | 6.6 | 4.0 | N/A | 3.1 | 2.2 | 2.0 | 2.3 | 4.1 | 2.7 | 2.8 | 2.9 | 2.7 | 3.0 | 3.3 | 3.1 | 1.5 | 0.7 | 1.6 | 4.5 | 3.3 | 3.4 | 3.2 | 3.2 | 3.0 | 2.5 | 1.9 | 2.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -73.1 | 17.4 | -27.6 | -21.5 | 56.7 | 109.6 | 814.2 | N/A | 18.2 | 83.3 | -50.8 | -36.5 | 17.1 | 6.5 | 1.3 | 2.0 | 10.4 | 17.4 | 30.7 | 83.3 | 140.0 | -59.2 | -62.3 | 10.2 | 9.3 | 8.0 | 8.7 | 24.3 | 34.5 | 10.0 | 11.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/1972
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