Performance analysis of Wells Fargo & Company DEP REP 1/1000TH (WFC-P-Z)
Annual Return
Over the past 3 years, WFC-P-Z has had an average annual return of +4.97%, underperforming the benchmark SPY, which returned +18.96% annual.
Over the past 5 years, WFC-P-Z has had an average annual return of -1.22%, underperforming the benchmark SPY, which returned +12.38% annual.
Since Jan 16, 2020, WFC-P-Z has had an average annual return of +0.57%, underperforming the benchmark SPY, which returned +14.72% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.72% | +1.54% | +8.38% | +15.63% | -24.97% | +2.54% | +10.11% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.08% | +2.37% | -4.38% | +0.26% | -0.70% | +0.32% | -2.57% | -3.72% | |||||
| 2025 | -0.89% | +2.80% | -2.83% | -4.78% | -1.55% | +3.65% | +1.26% | +2.47% | +1.43% | +0.76% | -1.68% | +1.20% | +1.54% |
| 2024 | +4.27% | +1.36% | +4.48% | -6.13% | +1.70% | -0.05% | -0.05% | +3.62% | +4.08% | -3.37% | -1.54% | +0.30% | +8.38% |
| 2023 | +15.88% | -4.09% | -4.24% | +4.74% | -4.41% | +0.53% | +0.32% | +0.97% | -2.16% | -4.19% | +9.59% | +3.75% | +15.63% |
| 2022 | -3.95% | -6.80% | -2.98% | -12.27% | +8.08% | -6.17% | +7.57% | -4.20% | -4.92% | -4.15% | +6.05% | -2.50% | -24.97% |
| 2021 | -5.30% | -0.09% | +3.36% | +0.79% | +1.93% | +0.85% | +0.15% | -0.08% | +1.24% | -1.11% | -0.71% | +1.73% | +2.54% |
| 2020 | +0.44% | -1.96% | -14.26% | +13.72% | +0.62% | -2.07% | +4.99% | +2.82% | +1.41% | -0.64% | +3.19% | +3.69% | +10.11% |
Drawdown analysis of Wells Fargo & Company DEP REP 1/1000TH (WFC-P-Z)
The maximum drawdown for the WFC-P-Z was -35.68%, occurring on Mar 18, 2020. Recovery took 110 trading sessions.
The current WFC-P-Z drawdown is -9.39%.
Since Jan 16, 2020 WFC-P-Z has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.68% | Feb 10, 2020 | 26 | Mar 18, 2020 | 110 | Aug 24, 2020 | 136 |
| -29.98% | Sep 16, 2021 | 277 | Oct 21, 2022 | Ongoing | Ongoing | Ongoing |
| -5.69% | Dec 31, 2020 | 37 | Feb 25, 2021 | 65 | May 28, 2021 | 102 |
| -2.45% | Jul 9, 2021 | 9 | Jul 22, 2021 | 30 | Sep 2, 2021 | 39 |
| -2.20% | Oct 13, 2020 | 11 | Oct 28, 2020 | 5 | Nov 4, 2020 | 16 |
| -1.44% | Sep 2, 2020 | 3 | Sep 8, 2020 | 5 | Sep 15, 2020 | 8 |
| -1.20% | Sep 15, 2020 | 7 | Sep 24, 2020 | 2 | Sep 28, 2020 | 9 |
| -0.84% | Jun 17, 2021 | 7 | Jun 28, 2021 | 3 | Jul 1, 2021 | 10 |
| -0.72% | Dec 18, 2020 | 2 | Dec 22, 2020 | 6 | Dec 31, 2020 | 8 |
| -0.71% | Nov 25, 2020 | 2 | Nov 30, 2020 | 7 | Dec 9, 2020 | 9 |
| -0.63% | Nov 4, 2020 | 4 | Nov 10, 2020 | 4 | Nov 16, 2020 | 8 |
| -0.58% | Aug 27, 2020 | 3 | Sep 1, 2020 | 1 | Sep 2, 2020 | 4 |
| -0.44% | Jan 28, 2020 | 3 | Jan 31, 2020 | 4 | Feb 6, 2020 | 7 |
| -0.39% | Jun 2, 2021 | 1 | Jun 3, 2021 | 4 | Jun 9, 2021 | 5 |
| -0.36% | Sep 29, 2020 | 1 | Sep 30, 2020 | 1 | Oct 1, 2020 | 2 |
| -0.26% | Jun 10, 2021 | 1 | Jun 11, 2021 | 4 | Jun 17, 2021 | 5 |
| -0.24% | Oct 5, 2020 | 2 | Oct 7, 2020 | 4 | Oct 13, 2020 | 6 |
| -0.23% | Sep 13, 2021 | 1 | Sep 14, 2021 | 1 | Sep 15, 2021 | 2 |
| -0.20% | Nov 17, 2020 | 1 | Nov 18, 2020 | 1 | Nov 19, 2020 | 2 |
| -0.19% | Jul 7, 2021 | 1 | Jul 8, 2021 | 1 | Jul 9, 2021 | 2 |
| -0.16% | Nov 19, 2020 | 1 | Nov 20, 2020 | 1 | Nov 23, 2020 | 2 |
| -0.15% | Sep 3, 2021 | 1 | Sep 7, 2021 | 2 | Sep 9, 2021 | 3 |
| -0.08% | Nov 23, 2020 | 1 | Nov 24, 2020 | 1 | Nov 25, 2020 | 2 |
| -0.08% | Jan 23, 2020 | 2 | Jan 27, 2020 | 1 | Jan 28, 2020 | 3 |
| -0.08% | Oct 1, 2020 | 1 | Oct 2, 2020 | 1 | Oct 5, 2020 | 2 |