Wells Fargo Financial Statements From 2010 to 2025
| IPBJX Fund | USD 10.43 0.04 0.38% |
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 Real Mutual Fund One Year Return Analysis
Wells Fargo's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wells Fargo One Year Return | 11.63 % |
Most of Wells Fargo's fundamental indicators, such as One 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 Real is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Wells Fargo Real has an One Year Return of 11.6264%. This is 159.52% higher than that of the Wells Fargo Funds family and significantly higher than that of the Inflation-Protected Bond category. The one year return for all United States funds is notably lower than that of the firm.
Wells Fargo Real 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 Real is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 33.61 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.
The fund normally invests up to 70 percent of the funds total assets in debt securities up to 70 percent of the funds total assets in equity securities and up to 25 percent of the funds net assets in commodities. The fund is a feeder fund that invests substantially all of its assets in the Real Return Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.
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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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