Performance analysis of Wells Fargo (WFC-P-C)
Annual Return
Over the past 3 years, WFC-P-C has had an average annual return of +4.73%, underperforming the benchmark SPY, which returned +18.96% annual.
Over the past 5 years, WFC-P-C has had an average annual return of -2.58%, underperforming the benchmark SPY, which returned +12.38% annual.
Since Jan 26, 2021, WFC-P-C has had an average annual return of -1.46%, underperforming the benchmark SPY, which returned +14.19% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -4.45% | +2.09% | +8.27% | +14.96% | -28.77% | +6.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.94% | +0.94% | -4.07% | +1.09% | -0.94% | -0.30% | -2.09% | -4.45% | |||||
| 2025 | -0.48% | +2.68% | -5.26% | -2.78% | -1.36% | +3.36% | +2.22% | +1.02% | +1.85% | +0.93% | -2.10% | +2.37% | +2.09% |
| 2024 | +5.15% | +1.72% | +4.49% | -6.16% | +2.33% | +0.20% | -0.47% | +5.34% | +4.22% | -4.57% | -1.59% | -1.88% | +8.27% |
| 2023 | +17.91% | -7.39% | -3.99% | +3.76% | -3.99% | +1.22% | +2.45% | +0.79% | -2.20% | -6.78% | +12% | +3.14% | +14.96% |
| 2022 | -7.16% | -5.60% | -4.33% | -13.70% | +6.79% | -5.41% | +7.01% | -3.21% | -5.66% | -4.39% | +7.82% | -3.24% | -28.77% |
| 2021 | +0.20% | +0.10% | +1.67% | +0.09% | +1.21% | +1.36% | +0.52% | +0.29% | +0.71% | -1.41% | -0.18% | +1.93% | +6.62% |
Drawdown analysis of Wells Fargo (WFC-P-C)
The maximum drawdown for the WFC-P-C was -33.53%, occurring on Oct 21, 2022. This drawdown has not yet recovered.
The current WFC-P-C drawdown is -14.15%.
Since Jan 26, 2021 WFC-P-C 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 |
|---|---|---|---|---|---|---|
| -33.53% | Sep 15, 2021 | 278 | Oct 21, 2022 | Ongoing | Ongoing | Ongoing |
| -3.10% | Feb 11, 2021 | 14 | Mar 4, 2021 | 15 | Mar 25, 2021 | 29 |
| -2.27% | Apr 6, 2021 | 26 | May 12, 2021 | 11 | May 27, 2021 | 37 |
| -1.94% | Jul 9, 2021 | 12 | Jul 27, 2021 | 28 | Sep 3, 2021 | 40 |
| -0.78% | Jun 16, 2021 | 9 | Jun 29, 2021 | 3 | Jul 2, 2021 | 12 |
| -0.76% | Feb 2, 2021 | 3 | Feb 5, 2021 | 3 | Feb 10, 2021 | 6 |
| -0.72% | Mar 25, 2021 | 2 | Mar 29, 2021 | 2 | Mar 31, 2021 | 4 |
| -0.58% | Sep 3, 2021 | 2 | Sep 8, 2021 | 2 | Sep 10, 2021 | 4 |
| -0.36% | Jun 2, 2021 | 1 | Jun 3, 2021 | 4 | Jun 9, 2021 | 5 |
| -0.31% | Jul 7, 2021 | 1 | Jul 8, 2021 | 1 | Jul 9, 2021 | 2 |
| -0.23% | Sep 13, 2021 | 1 | Sep 14, 2021 | 1 | Sep 15, 2021 | 2 |
| -0.04% | Jan 28, 2021 | 1 | Jan 29, 2021 | 1 | Feb 1, 2021 | 2 |