Performance analysis of Wells Fargo (WFC-P-L)
Annual Return
Over the past 3 years, WFC-P-L has had an average annual return of +7.22%, underperforming the benchmark SPY, which returned +18.96% annual.
Over the past 5 years, WFC-P-L has had an average annual return of +1.05%, underperforming the benchmark SPY, which returned +12.38% annual.
Over the past 10 years, WFC-P-L has had an average annual return of +4.70%, underperforming the benchmark SPY, which returned +14.88% annual.
Since Sep 22, 2014, WFC-P-L has had an average annual return of +5.80%, underperforming the benchmark SPY, which returned +13.58% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.07% | +8% | +6.29% | +7.66% | -15.69% | +3.37% | +10.38% | +21.27% | +2.14% | +16.63% | +9.03% | +1.57% |
| 2014 | |||||||||||
| +2.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.81% | +1.36% | -6.25% | +3.10% | +0.11% | -1.39% | +1.49% | -0.07% | |||||
| 2025 | -0.45% | +3.61% | -1.01% | -3.23% | -0.63% | +3.36% | +0.88% | +4.16% | +1.59% | +0.24% | +0.12% | -0.66% | +8% |
| 2024 | +1.21% | -0.95% | +3.33% | -6.06% | +3.36% | +2.04% | +1.16% | +3.16% | +4.93% | -3.69% | +0.36% | -2.15% | +6.29% |
| 2023 | +6.16% | -3.66% | -1.40% | -0.70% | -1.97% | +2.26% | +2.34% | -0.51% | -3.40% | -5.26% | +7.61% | +6.94% | +7.66% |
| 2022 | -4.46% | -3.74% | -2.00% | -8.57% | +6.12% | -4.07% | +4.40% | -0.82% | -2.90% | -3.20% | +3.71% | -0.44% | -15.69% |
| 2021 | -4.87% | -2.57% | +2.12% | +1.15% | +2.77% | +4.91% | -0.90% | -0.18% | -0.61% | +2.57% | -2.33% | +1.67% | +3.37% |
| 2020 | +6.59% | -1.41% | -15.35% | +9.80% | -2.15% | -3.93% | +4.21% | +3.54% | -2.79% | +0.50% | +5.54% | +8.04% | +10.38% |
| 2019 | +1.61% | +1.51% | +0.73% | +1.17% | +2.78% | +2.96% | +1.93% | +5.68% | +4.92% | -0.85% | -2.04% | -0.68% | +21.27% |
| 2018 | -2.29% | +1.07% | +1.18% | -0.76% | -0.35% | +0.16% | +0.79% | +3.69% | -0.47% | -1.47% | +0.83% | -0.15% | +2.14% |
| 2017 | +1.10% | +3.39% | +1.15% | +2.41% | +1.24% | +3.56% | +1.25% | +1.98% | -1.50% | +0.46% | +2.78% | -2.16% | +16.63% |
Drawdown analysis of Wells Fargo (WFC-P-L)
The maximum drawdown for the WFC-P-L was -31.14%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current WFC-P-L drawdown is -3.61%.
Since Sep 22, 2014 WFC-P-L has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.14% | Feb 21, 2020 | 21 | Mar 23, 2020 | 183 | Dec 10, 2020 | 204 |
| -23.66% | Sep 16, 2021 | 526 | Oct 19, 2023 | 235 | Sep 26, 2024 | 761 |
| -12.92% | Aug 23, 2016 | 76 | Dec 9, 2016 | 130 | Jun 19, 2017 | 206 |
| -8.08% | Dec 31, 2020 | 44 | Mar 8, 2021 | 75 | Jun 23, 2021 | 119 |
| -8.04% | Sep 26, 2024 | 134 | Apr 10, 2025 | 91 | Aug 21, 2025 | 225 |
| -7.89% | Feb 19, 2026 | 26 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -5.68% | Dec 6, 2017 | 47 | Feb 14, 2018 | 136 | Aug 29, 2018 | 183 |
| -4.76% | Sep 30, 2019 | 31 | Nov 12, 2019 | 46 | Jan 21, 2020 | 77 |
| -4.36% | Jul 5, 2016 | 10 | Jul 19, 2016 | 25 | Aug 23, 2016 | 35 |
| -4.17% | Apr 10, 2015 | 57 | Jul 1, 2015 | 166 | Feb 29, 2016 | 223 |
| -3.74% | Jul 16, 2021 | 22 | Aug 17, 2021 | 13 | Sep 3, 2021 | 35 |
| -3.47% | Aug 31, 2018 | 37 | Oct 24, 2018 | 49 | Jan 7, 2019 | 86 |
| -3.45% | Jan 14, 2015 | 37 | Mar 10, 2015 | 16 | Apr 1, 2015 | 53 |
| -3.26% | Sep 15, 2025 | 45 | Nov 17, 2025 | 61 | Feb 17, 2026 | 106 |
| -2.84% | Aug 29, 2019 | 3 | Sep 4, 2019 | 11 | Sep 19, 2019 | 14 |
| -2.84% | Aug 29, 2017 | 28 | Oct 9, 2017 | 26 | Nov 14, 2017 | 54 |
| -2.57% | Dec 1, 2014 | 10 | Dec 15, 2014 | 14 | Jan 6, 2015 | 24 |
| -2.03% | Jan 9, 2019 | 7 | Jan 18, 2019 | 20 | Feb 19, 2019 | 27 |
| -1.61% | Jan 28, 2020 | 7 | Feb 6, 2020 | 10 | Feb 21, 2020 | 17 |
| -1.60% | May 13, 2016 | 10 | May 27, 2016 | 5 | Jun 6, 2016 | 15 |
| -1.35% | Jun 16, 2016 | 7 | Jun 27, 2016 | 2 | Jun 29, 2016 | 9 |
| -1.25% | Sep 23, 2014 | 19 | Oct 20, 2014 | 3 | Oct 23, 2014 | 22 |
| -1.20% | Jul 5, 2017 | 8 | Jul 17, 2017 | 4 | Jul 21, 2017 | 12 |
| -1.04% | Aug 3, 2017 | 5 | Aug 10, 2017 | 2 | Aug 14, 2017 | 7 |
| -0.94% | Aug 16, 2019 | 5 | Aug 23, 2019 | 2 | Aug 27, 2019 | 7 |