Wells Fargo Year To Date Return vs. Ten Year Return
| EGORX Fund | USD 17.52 0.12 0.68% |
For Wells Fargo profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Wells Fargo to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Wells Fargo Large utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Wells Fargo's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Wells Fargo Large over time as well as its relative position and ranking within its peers.
Wells |
Wells Fargo Large Ten Year Return vs. Year To Date Return Fundamental Analysis
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. Wells Fargo Large is rated # 2 fund in year to date return among similar funds. It also is rated # 2 fund in ten year return among similar funds reporting about 8.58 of Ten Year Return per Year To Date Return. 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.Wells Ten Year Return vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Wells Fargo |
| = | 1.46 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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.
Wells Fargo |
| = | 12.54 % |
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.
Wells Ten Year Return Comparison
Wells Fargo is currently under evaluation in ten year return among similar funds.
Wells Fargo Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Wells Fargo, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Wells Fargo will eventually generate negative long term returns. The profitability progress is the general direction of Wells Fargo's change in net profit over the period of time. It can combine multiple indicators of Wells Fargo, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests at least 80 percent of its net assets in equity securities of large-capitalization companies and up to 10 percent of the funds total assets in equity securities of foreign issuers, including ADRs and similar investments. It invests principally in equity securities of large-capitalization companies, which the advisor defines as companies with market capitalizations within the range of the SP 500 Index at the time of purchase.
Wells Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Wells Fargo. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Wells Fargo position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Wells Fargo's important profitability drivers and their relationship over time.
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Domestic and international companies involved in manufacturing and serving automobiles and trucks. The Cars theme has 41 constituents at this time.
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Other Information on Investing in Wells Mutual Fund
To fully project Wells Fargo's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Wells Fargo Large at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Wells Fargo's income statement, its balance sheet, and the statement of cash flows.
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