Performance analysis of Wells Fargo (WFC-P-Y)
Annual Return
Over the past 3 years, WFC-P-Y has had an average annual return of +4.83%, underperforming the benchmark SPY, which returned +18.96% annual.
Over the past 5 years, WFC-P-Y has had an average annual return of +2.56%, underperforming the benchmark SPY, which returned +12.38% annual.
Over the past 10 years, WFC-P-Y has had an average annual return of -3.00%, underperforming the benchmark SPY, which returned +14.88% annual.
Since Jul 1, 2002, WFC-P-Y has had an average annual return of -1.17%, underperforming the benchmark SPY, which returned +10.79% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -6.06% | +5.21% | +8.49% | +16.64% | -9.96% | +1.26% | +5.67% | +19.89% | -4.17% | -45.55% | +0% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.04% | +3.17% | -4.74% | +1.84% | -0.62% | -3.58% | -2.00% | -6.06% | |||||
| 2025 | -0.77% | +0.83% | -3.64% | -2.01% | -1.44% | +4.79% | +3.14% | +2.02% | +3.12% | -0.48% | -1.46% | +1.34% | +5.21% |
| 2024 | +1.88% | +1.13% | +2.31% | -6.32% | +2.79% | -0.56% | +2.14% | +1.09% | +4.60% | +0.37% | -0.16% | -0.69% | +8.49% |
| 2023 | +13.36% | -1.76% | -4.65% | +3.73% | -2.64% | +1.95% | +0.56% | +0.26% | -0.35% | -6.39% | +9.39% | +3.69% | +16.64% |
| 2022 | -0.78% | +1.14% | -0.04% | -6.97% | +5.15% | -2.86% | +5.09% | -3.89% | -4.41% | -5.70% | +8.61% | -4.48% | -9.96% |
| 2021 | -2.47% | -1.15% | +4.41% | -0.60% | -0.18% | +1.89% | -0.76% | -0.79% | +2.02% | -1.18% | -0.85% | +1.10% | +1.26% |
| 2020 | -0.72% | -2.64% | -3.22% | +6.25% | +0.23% | -2.01% | +2.24% | +4.87% | -2.05% | -1.45% | +2.36% | +2.18% | +5.67% |
| 2019 | +5.62% | +2.18% | +1.17% | +1.26% | +0.42% | +0.91% | +2.77% | +2.01% | +1.27% | -1.76% | +0.31% | +2.27% | +19.89% |
| 2018 | -3.20% | +0.85% | +0.32% | -1.24% | +2.39% | +0.76% | -0.04% | +2.15% | -1.39% | -0.60% | -1.36% | -2.74% | -4.17% |
| 2017 | -49.38% | +2.19% | +1.55% | -0.19% | +2.59% | +0.84% | -1.49% | +1.76% | +0.15% | -45.55% |
Drawdown analysis of Wells Fargo (WFC-P-Y)
The maximum drawdown for the WFC-P-Y was -54.10%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current WFC-P-Y drawdown is -24.62%.
Since Jul 1, 2002 WFC-P-Y has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.10% | Jul 1, 2002 | 735 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |