Performance analysis of Wells Fargo (WFC-P-A)
Annual Return
Over the past 3 years, WFC-P-A has had an average annual return of +5.53%, underperforming the benchmark SPY, which returned +18.96% annual.
Over the past 5 years, WFC-P-A has had an average annual return of -1.43%, underperforming the benchmark SPY, which returned +12.38% annual.
Since Oct 23, 2020, WFC-P-A has had an average annual return of -0.25%, underperforming the benchmark SPY, which returned +15.67% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.96% | +2.90% | +5.51% | +15.92% | -24.51% | +2.43% | +5.44% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.52% | +1.77% | -3.18% | +0.85% | -1.81% | -0.28% | -1.79% | -3.96% | |||||
| 2025 | +0% | +2.38% | -4.71% | -2.92% | -1.31% | +3.92% | +1.49% | +1.80% | +2.24% | +0.82% | -2.46% | +2% | +2.90% |
| 2024 | +3.14% | +1.91% | +3.46% | -6.24% | +2.36% | -0.15% | +0.24% | +4.74% | +2.85% | -3.42% | -1.75% | -1.19% | +5.51% |
| 2023 | +17.36% | -7.31% | -4.16% | +4.61% | -5.26% | +0.05% | +1.03% | +0.72% | +0.31% | -4.64% | +11.12% | +3.67% | +15.92% |
| 2022 | -4.07% | -6.32% | -3.67% | -12.47% | +7.42% | -5.44% | +6.83% | -3.92% | -5.22% | -3.14% | +5.34% | -1.19% | -24.51% |
| 2021 | -4.48% | -1.78% | +4.05% | +0.19% | +2.18% | +1.51% | -0.15% | +0.06% | +1.75% | -1.49% | -0.44% | +1.26% | +2.43% |
| 2020 | -1.87% | +3.21% | +4.11% | +5.44% |
Drawdown analysis of Wells Fargo (WFC-P-A)
The maximum drawdown for the WFC-P-A was -30.70%, occurring on Nov 7, 2022. This drawdown has not yet recovered.
The current WFC-P-A drawdown is -10.57%.
Since Oct 23, 2020 WFC-P-A has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.70% | Sep 16, 2021 | 288 | Nov 7, 2022 | Ongoing | Ongoing | Ongoing |
| -6.17% | Dec 31, 2020 | 38 | Feb 26, 2021 | 65 | Jun 1, 2021 | 103 |
| -3.06% | Oct 23, 2020 | 3 | Oct 28, 2020 | 13 | Nov 16, 2020 | 16 |
| -2.49% | Jul 14, 2021 | 8 | Jul 26, 2021 | 28 | Sep 2, 2021 | 36 |
| -1.22% | Dec 21, 2020 | 2 | Dec 23, 2020 | 5 | Dec 31, 2020 | 7 |
| -0.82% | Nov 27, 2020 | 1 | Nov 30, 2020 | 10 | Dec 14, 2020 | 11 |
| -0.46% | Jun 2, 2021 | 9 | Jun 15, 2021 | 11 | Jun 30, 2021 | 20 |
| -0.39% | Sep 3, 2021 | 2 | Sep 8, 2021 | 2 | Sep 10, 2021 | 4 |
| -0.23% | Sep 13, 2021 | 1 | Sep 14, 2021 | 1 | Sep 15, 2021 | 2 |
| -0.12% | Jul 6, 2021 | 1 | Jul 7, 2021 | 2 | Jul 9, 2021 | 3 |
| -0.12% | Nov 23, 2020 | 1 | Nov 24, 2020 | 1 | Nov 25, 2020 | 2 |
| -0.11% | Jul 9, 2021 | 1 | Jul 12, 2021 | 2 | Jul 14, 2021 | 3 |