Performance analysis of Wells Fargo (WFC-P-D)
Annual Return
Over the past 3 years, WFC-P-D has had an average annual return of +4.50%, underperforming the benchmark SPY, which returned +18.96% annual.
Over the past 5 years, WFC-P-D has had an average annual return of -2.87%, underperforming the benchmark SPY, which returned +12.38% annual.
Since Jul 21, 2021, WFC-P-D has had an average annual return of -2.75%, underperforming the benchmark SPY, which returned +12.68% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.02% | +3.54% | +8.40% | +14.65% | -30.06% | +1.73% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +2.28% | -3.68% | +0.75% | -2.16% | +0.12% | -2.33% | -5.02% | |||||
| 2025 | -0.44% | +4.27% | -5.25% | -4.13% | -1.09% | +4.55% | +1.97% | +1.97% | +0.56% | -0.11% | -2.00% | +3.74% | +3.54% |
| 2024 | +5.80% | +2.11% | +2.91% | -5.18% | +2.41% | +0.59% | -1.06% | +6.49% | +3.89% | -4.04% | -1.20% | -3.80% | +8.40% |
| 2023 | +18.47% | -4.84% | -6.01% | +3.83% | -3.79% | +0.82% | +2.23% | +0.82% | -3.64% | -6.23% | +12.83% | +2.24% | +14.65% |
| 2022 | -7.26% | -7.75% | -1.71% | -14.36% | +6.62% | -5.65% | +6.38% | -1.48% | -5.35% | -6.63% | +7.47% | -3.01% | -30.06% |
| 2021 | +0.48% | +0.53% | +0.12% | -0.32% | -0.62% | +1.55% | +1.73% |
Drawdown analysis of Wells Fargo (WFC-P-D)
The maximum drawdown for the WFC-P-D was -34.00%, occurring on Oct 21, 2022. This drawdown has not yet recovered.
The current WFC-P-D drawdown is -14.77%.
Since Jul 21, 2021 WFC-P-D 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 |
|---|---|---|---|---|---|---|
| -34.00% | Sep 22, 2021 | 273 | Oct 21, 2022 | Ongoing | Ongoing | Ongoing |
| -1.23% | Aug 5, 2021 | 3 | Aug 10, 2021 | 3 | Aug 13, 2021 | 6 |
| -0.67% | Aug 30, 2021 | 1 | Aug 31, 2021 | 11 | Sep 16, 2021 | 12 |
| -0.52% | Aug 23, 2021 | 3 | Aug 26, 2021 | 2 | Aug 30, 2021 | 5 |
| -0.48% | Sep 16, 2021 | 3 | Sep 21, 2021 | 1 | Sep 22, 2021 | 4 |
| -0.40% | Aug 16, 2021 | 3 | Aug 19, 2021 | 2 | Aug 23, 2021 | 5 |
| -0.20% | Jul 28, 2021 | 2 | Jul 30, 2021 | 1 | Aug 2, 2021 | 3 |
| -0.16% | Jul 23, 2021 | 2 | Jul 27, 2021 | 1 | Jul 28, 2021 | 3 |
| -0.12% | Aug 3, 2021 | 1 | Aug 4, 2021 | 1 | Aug 5, 2021 | 2 |