Wells Fargo Financial Statements From 2010 to 2024
| WARRX Fund | USD 11.65 0.05 0.43% |
Check Wells Fargo financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Wells Fargo's main balance sheet or income statement drivers, such as , as well as many indicators such as . Wells financial statements analysis is a perfect complement when working with Wells Fargo Valuation or Volatility modules.
Wells |
Wells Fargo Advantage Mutual Fund Ten Year Return Analysis
Wells Fargo's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wells Fargo Ten Year Return | 3.78 % |
Most of Wells Fargo's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wells Fargo Advantage is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Wells Fargo Advantage has a Ten Year Return of 3.78%. This is 10.64% lower than that of the Wells Fargo Funds family and significantly higher than that of the World Allocation category. The ten year return for all United States funds is notably lower than that of the firm.
Wells Fargo Advantage Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wells Fargo's current stock value. Our valuation model uses many indicators to compare Wells Fargo value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wells Fargo competition to find correlations between indicators driving Wells Fargo's intrinsic value. More Info.Wells Fargo Advantage is rated third in annual yield among similar funds. It is rated fourth in year to date return among similar funds creating about 222.26 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wells Fargo's earnings, one of the primary drivers of an investment's value.About Wells Fargo Financial Statements
Wells Fargo investors use historical fundamental indicators, such as Wells Fargo's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Wells Fargo. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, fund invests up to 60 percent of the funds total assets in U.S. and non-U.S. equity, including emerging market equity funds, up to 60 percent of the funds total assets in U.S. and non-U.S. fixed income, including emerging market debt funds and up to 60 percent of the funds total assets in alternative investment funds. The fund is a fund-of-funds that employs a multi-asset, multi-style investment approach by investing in various affiliated mutual funds as well as affiliated and unaffiliated exchange-traded funds.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Wells Mutual Fund
Wells Fargo financial ratios help investors to determine whether Wells Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wells with respect to the benefits of owning Wells Fargo security.
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