Wells Fargo (WFC): analysis and statistics
Return, volatility, Sharpe ratio and risk for Wells Fargo, a component of the S&P 500 in the Financials sector. Data as of 2026-09-13.
| Last close price | $90.29 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +31.96% |
| Total return over period | +128.53% |
| Annualized volatility | 28.08% |
| Period volatility | 48.47% |
| Sharpe ratio | 1.00 |
| Sortino ratio | 1.47 |
| Max drawdown | -24.73% |
| CVaR 95% (avg. loss, worst 5% of days) | -4.10% |
| Correlation with the S&P 500 | 0.50 |
| Period range | $36.16 – $95.37 |
| Trading days analyzed | 751 |
Over the last 3.0 years, Wells Fargo (WFC) has posted an annualized return of +31.96% with annual volatility of 28.08%, a Sharpe ratio of 1.00. Its worst stretch (max drawdown from a peak) was -24.73%. Its correlation with the S&P 500 is 0.50, which means it moves moderately in step with the index.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how WFC would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, Wells Fargo (WFC) is of the S&P 500.
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