Wells Fargo Income Fund Manager Performance Evaluation
| STYAX Fund | USD 11.36 0.01 0.09% |
The entity maintains a market beta of 0.0908, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wells Fargo's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wells Fargo is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Wells Fargo Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Wells Fargo is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Is STYAX a Strong Bond Fund Right Now - Yahoo Finance | 12/19/2025 |
| Expense Ratio Date | 1st of January 2026 | |
| Expense Ratio | 0.6700 |
Wells |
Wells Fargo Relative Risk vs. Return Landscape
If you would invest 1,137 in Wells Fargo Income on October 28, 2025 and sell it today you would lose (1.00) from holding Wells Fargo Income or give up 0.09% of portfolio value over 90 days. Wells Fargo Income is currently producing negative expected returns and takes up 0.1711% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Wells, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wells Fargo Current Valuation
Fairly Valued
Today
Please note that Wells Fargo's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wells Fargo Income maintains a prevalent Real Value of $11.24 per share. The last-minute price of the fund is $11.36. We determine the value of Wells Fargo Income from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wells Fargo is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wells Mutual Fund. However, Wells Fargo's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.36 | Real 11.24 | Hype 11.36 | Naive 11.32 |
The intrinsic value of Wells Fargo's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wells Fargo's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wells Fargo Income helps investors to forecast how Wells mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wells Fargo more accurately as focusing exclusively on Wells Fargo's fundamentals will not take into account other important factors: Wells Fargo Target Price Odds to finish over Current Price
The tendency of Wells Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 11.36 | 90 days | 11.36 | about 6.14 |
Based on a normal probability distribution, the odds of Wells Fargo to move above the current price in 90 days from now is about 6.14 (This Wells Fargo Income probability density function shows the probability of Wells Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Wells Fargo has a beta of 0.0908. This usually implies as returns on the market go up, Wells Fargo average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Wells Fargo Income will be expected to be much smaller as well. Additionally Wells Fargo Income has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Wells Fargo Price Density |
| Price |
Predictive Modules for Wells Fargo
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wells Fargo Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Wells Fargo Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wells Fargo is not an exception. The market had few large corrections towards the Wells Fargo's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Wells Fargo Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wells Fargo within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.01 | |
β | Beta against Dow Jones | 0.09 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | -0.43 |
Wells Fargo Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Wells Fargo for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wells Fargo Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Wells Fargo Income generated a negative expected return over the last 90 days | |
| The fund maintains about 10.66% of its assets in cash |
Wells Fargo Fundamentals Growth
Wells Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wells Fargo, and Wells Fargo fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wells Mutual Fund performance.
| Total Asset | 354.33 M | |||
About Wells Fargo Performance
Evaluating Wells Fargo's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wells Fargo has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wells Fargo has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in debt securities. It invests up to 35 percent of its total assets in debt securities that are below investment-grade and up to 25 percent of its total assets in debt securities of foreign issuers, including emerging markets issuers and debt securities denominated in foreign currencies. The fund invests principally in debt securities, including corporate, mortgage- and asset-backed securities, bank loans, foreign sovereign debt, supranational agencies, and U.S. government obligations.Things to note about Wells Fargo Income performance evaluation
Checking the ongoing alerts about Wells Fargo for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wells Fargo Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wells Fargo Income generated a negative expected return over the last 90 days | |
| The fund maintains about 10.66% of its assets in cash |
- Analyzing Wells Fargo's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wells Fargo's stock is overvalued or undervalued compared to its peers.
- Examining Wells Fargo's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wells Fargo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wells Fargo's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wells Fargo's mutual fund. These opinions can provide insight into Wells Fargo's potential for growth and whether the stock is currently undervalued or overvalued.
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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