Wells Fargo & Co
Provider: Exchange
| Annualised Return | 7.56% |
| Realised Volatility | 31.15% |
| Downside Volatility | 23.31% |
| Max Drawdown | -66.84% |
| Winning months | 58.77% |
| Sharpe Ratio | 0.24 |
| Sortino Ratio | 0.32 |
| Calmar Ratio | 0.11 |
| Viking Ratio | 0.29 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 12.19% | -0.12% | -8.34% | -1.09% | 5.89% | 7.14% | 0.64% | 2.52% | 2% | 3.76% | -0.77% | 0.55% | 25.56% |
| 2024 | 1.95% | 11.56% | 4.26% | 2.35% | 1.59% | -0.88% | -0.08% | -0.71% | -3.39% | 14.92% | 18% | -7.79% | 46.48% |
| 2023 | 13.51% | 0.42% | -20.08% | 6.34% | 0.93% | 7.21% | 8.15% | -9.85% | -1.04% | -2.67% | 13.12% | 10.38% | 22.94% |
| 2022 | 12.13% | -0.35% | -9.2% | -9.97% | 5.48% | -14.42% | 12% | 0.32% | -7.98% | 14.35% | 4.93% | -13.89% | -11.92% |
| 2021 | -0.99% | 21.43% | 8.02% | 15.31% | 3.93% | -3.06% | 1.44% | -0.09% | 1.55% | 10.23% | -6.25% | 0.42% | 61.15% |
| 2020 | -12.75% | -12.05% | -29.74% | 1.22% | -7.03% | -3.29% | -5.23% | -0.04% | -2.65% | -8.76% | 28.09% | 10.35% | -41.65% |
| 2019 | 7.1% | 2% | -3.15% | 0.19% | -7.46% | 6.65% | 2.3% | -2.72% | 8.31% | 2.36% | 6.49% | -1.21% | 21.44% |
| 2018 | 8.42% | -10.67% | -10.27% | -0.86% | 4.69% | 2.69% | 3.34% | 2.82% | -10.12% | 1.27% | 2.8% | -15.11% | -21.83% |
| 2017 | 2.21% | 3.45% | -3.84% | -3.27% | -4.35% | 8.35% | -2.65% | -4.63% | 7.99% | 1.8% | 1.29% | 7.44% | 13.21% |
| 2016 | -7.6% | -5.87% | 3.07% | 3.35% | 2.26% | -6.68% | 1.35% | 6.75% | -12.83% | 3.91% | 15.98% | 4.14% | 4.64% |
| 2015 | -5.29% | 6.22% | -0.71% | 1.29% | 2.25% | 0.5% | 2.9% | -7.24% | -3.86% | 5.6% | 2.47% | -1.34% | 1.84% |
| 2014 | -0.13% | 3.07% | 7.15% | -0.2% | 3.03% | 3.51% | -3.16% | 1.77% | 0.84% | 2.35% | 3.3% | 0.62% | 24.11% |
| 2013 | 2.63% | 0.72% | 5.44% | 2.68% | 7.61% | 1.78% | 5.4% | -4.92% | 0.58% | 3.32% | 3.85% | 3.14% | 36.71% |
| 2012 | 5.99% | 7.56% | 9.43% | -2.12% | -3.46% | 4.34% | 1.11% | 1.31% | 1.47% | -2.43% | -1.39% | 3.54% | 27.35% |
| 2011 | 4.61% | -0.34% | -1.49% | -8.2% | -2.14% | -1.09% | -0.43% | -6.17% | -7.59% | 7.42% | 0.29% | 6.57% | -9.54% |
| 2010 | 5.34% | -3.67% | 13.83% | 6.39% | -13.22% | -10.77% | 8.32% | -14.92% | 6.65% | 3.76% | 4.61% | 13.89% | 15.62% |
| 2009 | -35.89% | -34.78% | 17.69% | 40.52% | 27.71% | -4.86% | 0.82% | 12.72% | 2.4% | -2.34% | 2.07% | -3.74% | -6.19% |
| 2008 | 12.88% | -13.35% | -0.44% | 2.23% | -6.4% | -13.86% | 27.45% | 1.09% | 23.98% | -9.27% | -14.32% | 2.04% | 1.71% |
| 2007 | 1.13% | -3.4% | -0.78% | 4.24% | 1.34% | -2.55% | -3.98% | 9.17% | -2.52% | -4.52% | -3.74% | -6.91% | -12.75% |