WFC
Wells Fargo & Company
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
WFC Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 22.21% | 17.14% | 1.65% | 14.66% | -0.10% | 7.99% | 4.52% | 13.85% |
| Sharpe Ratio | 0.79 | 0.61 | 0.07 | 0.46 | -0.01 | 0.24 | 0.22 | 0.39 |
| Max Drawdown | -18.15% | -22.75% | -36.70% | -37.10% | -46.78% | -64.46% | -52.92% | -79.01% |
| % Time Invested | 93.3% | 100.0% | 61.0% | 100.0% | 45.7% | 100.0% | 62.0% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 2.4 | 0.0 | 1.6 | 0.0 | 1.4 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-24 | Open | Open | 100% | $77.63 | $81.51 | 5.00% | Mark-to-Market |
| 2026-03-02 | 2026-03-24 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-04-30 | 2026-03-02 | Completed | 100% | $68.19 | $79.15 | 16.07% | Stop |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-01 | 2025-04-07 | Completed | 100% | $69.33 | $59.40 | -14.33% | Stop |
| 2025-03-10 | 2025-04-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-27 | 2025-03-10 | Completed | 100% | $54.92 | $68.07 | 23.96% | Stop |
| 2024-08-05 | 2024-08-27 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-03-22 | 2024-08-05 | Completed | 100% | $55.24 | $49.30 | -10.75% | Stop |
| 2024-02-01 | 2024-03-22 | Interest | 100% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2024-01-30 | 2024-02-01 | Completed | 100% | $48.04 | $47.60 | -0.91% | Signal |
| 2023-12-06 | 2024-01-30 | Interest | 100% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2023-12-04 | 2023-12-06 | Completed | 100% | $42.42 | $42.51 | 0.20% | Signal |
| 2023-01-30 | 2023-12-04 | Interest | 100% | $1.00 | $1.03 | 3.37% | Interest Income |
| 2023-01-19 | 2023-01-30 | Completed | 100% | $39.48 | $42.24 | 6.99% | Signal |
| 2022-12-23 | 2023-01-19 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2022-07-08 | 2022-12-23 | Completed | 100% | $36.59 | $37.44 | 2.32% | Stop |
| 2022-06-14 | 2022-07-08 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2022-05-18 | 2022-06-14 | Completed | 100% | $39.30 | $35.20 | -10.44% | Stop |
| 2022-04-26 | 2022-05-18 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-24 | 2022-04-26 | Completed | 100% | $46.69 | $40.78 | -12.67% | Stop |
| 2022-03-02 | 2022-03-24 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2021-09-27 | 2022-03-02 | Completed | 100% | $43.32 | $46.34 | 6.96% | Stop |
| 2021-09-02 | 2021-09-27 | Interest | 100% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2021-07-28 | 2021-09-02 | Completed | 100% | $40.46 | $39.12 | -3.33% | Stop |
| 2019-10-31 | 2021-07-28 | Interest | 100% | $1.00 | $1.02 | 2.02% | Interest Income |
| 2019-10-28 | 2019-10-31 | Completed | 100% | $43.86 | $43.72 | -0.33% | Signal |
| 2018-12-18 | 2019-10-28 | Interest | 100% | $1.00 | $1.02 | 1.91% | Interest Income |
| 2018-11-16 | 2018-12-18 | Completed | 100% | $43.16 | $38.48 | -10.85% | Stop |
| 2018-10-25 | 2018-11-16 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-03-06 | 2018-10-25 | Completed | 100% | $46.24 | $41.09 | -11.14% | Stop |
| 2018-02-09 | 2018-03-06 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2017-05-26 | 2018-02-09 | Completed | 100% | $41.32 | $44.98 | 8.84% | Stop |
| 2016-05-25 | 2017-05-26 | Interest | 100% | $1.00 | $1.02 | 2.05% | Interest Income |
| 2016-02-12 | 2016-05-25 | Completed | 100% | $34.75 | $37.78 | 8.70% | Signal |
| 2016-01-21 | 2016-02-12 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-21 | Completed | 100% | $40.02 | $36.04 | -9.94% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-06-21 | 2015-08-25 | Completed | 100% | $22.44 | $39.91 | 77.87% | Stop |
| 2011-12-01 | 2012-06-21 | Interest | 100% | $1.00 | $1.01 | 1.07% | Interest Income |
| 2011-10-13 | 2011-12-01 | Completed | 100% | $17.79 | $17.23 | -3.14% | Signal |
| 2011-06-09 | 2011-10-13 | Interest | 100% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2011-05-16 | 2011-06-09 | Completed | 100% | $18.54 | $16.99 | -8.38% | Signal |
| 2011-04-21 | 2011-05-16 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2010-09-16 | 2011-04-21 | Completed | 100% | $17.26 | $19.22 | 11.33% | Stop |
| 2010-08-24 | 2010-09-16 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2010-06-15 | 2010-08-24 | Completed | 100% | $18.17 | $15.81 | -13.00% | Stop |
| 2010-05-21 | 2010-06-15 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2010-03-05 | 2010-05-21 | Completed | 100% | $18.83 | $18.48 | -1.88% | Stop |
| 2009-12-24 | 2010-03-05 | Interest | 100% | $1.00 | $1.01 | 0.68% | Interest Income |
| 2009-12-22 | 2009-12-24 | Completed | 100% | $17.90 | $17.70 | -1.10% | Signal |
| 2008-01-07 | 2009-12-22 | Interest | 100% | $1.00 | $1.07 | 6.90% | Interest Income |
| 2007-11-29 | 2008-01-07 | Completed | 100% | $18.90 | $17.04 | -9.83% | Stop |
| 2007-11-06 | 2007-11-29 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2003-04-04 | 2007-11-06 | Completed | 100% | $12.39 | $19.50 | 57.36% | Stop |
| 2003-03-13 | 2003-04-04 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2002-10-28 | 2003-03-13 | Completed | 100% | $13.42 | $11.88 | -11.52% | Stop |
| 2002-03-04 | 2002-10-28 | Interest | 100% | $1.00 | $1.03 | 3.05% | Interest Income |
| 2001-10-10 | 2002-03-04 | Completed | 100% | $10.57 | $12.36 | 16.97% | Signal |
| 2001-09-18 | 2001-10-10 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2001-03-19 | 2001-09-18 | Completed | 100% | $11.99 | $11.01 | -8.18% | Stop |
| 2001-02-23 | 2001-03-19 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2000-12-22 | 2001-02-23 | Completed | 100% | $13.33 | $12.10 | -9.28% | Stop |
| 2000-11-30 | 2000-12-22 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2000-11-10 | 2000-11-30 | Completed | 100% | $11.99 | $11.80 | -1.57% | Signal |
| 2000-10-19 | 2000-11-10 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2000-07-12 | 2000-10-19 | Completed | 100% | $10.81 | $10.37 | -4.08% | Stop |
| 2000-06-19 | 2000-07-12 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2000-03-14 | 2000-06-19 | Completed | 100% | $8.00 | $9.50 | 18.74% | Stop |
| 2000-02-18 | 2000-03-14 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2000-01-11 | 2000-02-18 | Completed | 100% | $9.28 | $8.57 | -7.60% | Stop |
| 1999-12-17 | 2000-01-11 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 1999-10-13 | 1999-12-17 | Completed | 100% | $10.13 | $9.68 | -4.42% | Stop |
| 1999-09-21 | 1999-10-13 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-08-26 | 1999-09-21 | Completed | 100% | $10.66 | $9.07 | -14.90% | Stop |
| 1999-08-04 | 1999-08-26 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-02-25 | 1999-08-04 | Completed | 100% | $8.65 | $9.55 | 10.33% | Stop |
| 1999-02-02 | 1999-02-25 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 1999-01-05 | 1999-02-02 | Completed | 100% | $9.60 | $8.39 | -12.54% | Stop |
| 1998-12-10 | 1999-01-05 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 1998-10-30 | 1998-12-10 | Completed | 100% | $8.95 | $8.32 | -7.06% | Stop |
| 1998-10-08 | 1998-10-30 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 1998-08-28 | 1998-10-08 | Completed | 100% | $7.42 | $7.38 | -0.60% | Stop |
| 1998-08-06 | 1998-08-28 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 1998-07-01 | 1998-08-06 | Completed | 100% | $8.98 | $8.14 | -9.29% | Stop |
| 1998-06-09 | 1998-07-01 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1997-05-06 | 1998-06-09 | Completed | 100% | $5.99 | $8.71 | 45.45% | Stop |
| 1997-04-14 | 1997-05-06 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1995-10-04 | 1997-04-14 | Completed | 100% | $3.61 | $5.22 | 44.68% | Stop |
| 1994-10-05 | 1995-10-04 | Interest | 100% | $1.00 | $1.07 | 7.05% | Interest Income |
| 1994-03-21 | 1994-10-05 | Completed | 100% | $2.56 | $2.57 | 0.39% | Stop |
| 1994-02-25 | 1994-03-21 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1993-11-30 | 1994-02-25 | Completed | 100% | $2.42 | $2.49 | 2.91% | Stop |
| 1993-11-05 | 1993-11-30 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1993-06-29 | 1993-11-05 | Completed | 100% | $2.81 | $2.48 | -11.85% | Stop |
| 1993-06-07 | 1993-06-29 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1991-12-24 | 1993-06-07 | Completed | 100% | $1.75 | $2.47 | 41.04% | Stop |
| 1991-12-02 | 1991-12-24 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 1991-06-18 | 1991-12-02 | Completed | 100% | $1.40 | $1.47 | 4.63% | Stop |
| 1991-02-07 | 1991-06-18 | Interest | 100% | $1.00 | $1.03 | 2.81% | Interest Income |
| 1991-02-05 | 1991-02-07 | Completed | 100% | $1.19 | $1.21 | 2.05% | Signal |
| 1990-10-23 | 1991-02-05 | Interest | 100% | $1.00 | $1.02 | 2.28% | Interest Income |
| 1990-10-15 | 1990-10-23 | Completed | 100% | $0.73 | $0.77 | 6.56% | Signal |
| 1990-09-21 | 1990-10-15 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 1990-08-06 | 1990-09-21 | Completed | 100% | $0.86 | $0.75 | -12.50% | Stop |
| 1990-07-13 | 1990-08-06 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1990-01-10 | 1990-07-13 | Completed | 100% | $0.97 | $0.95 | -1.49% | Stop |
| 1989-12-15 | 1990-01-10 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-11-11 | 1989-12-15 | Completed | 100% | $0.49 | $0.93 | 89.09% | Stop |
| 1987-10-20 | 1987-11-11 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-05-08 | 1987-10-20 | Completed | 100% | $0.52 | $0.54 | 3.42% | Stop |
| 1987-04-15 | 1987-05-08 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-10-07 | 1987-04-15 | Completed | 100% | $0.47 | $0.48 | 2.35% | Stop |
| 1986-09-15 | 1986-10-07 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-01-24 | 1986-09-15 | Completed | 100% | $0.37 | $0.47 | 26.70% | Stop |
| 1985-11-15 | 1986-01-24 | Interest | 100% | $1.00 | $1.01 | 1.44% | Interest Income |
| 1985-11-13 | 1985-11-15 | Completed | 100% | $0.35 | $0.34 | -0.92% | Signal |
| 1984-10-10 | 1985-11-13 | Interest | 100% | $1.00 | $1.09 | 8.73% | Interest Income |
| 1984-08-03 | 1984-10-10 | Completed | 100% | $0.29 | $0.32 | 9.47% | Signal |
| 1984-07-12 | 1984-08-03 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-06-19 | 1984-07-12 | Completed | 100% | $0.29 | $0.27 | -5.94% | Stop |
| 1984-05-25 | 1984-06-19 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-03-22 | 1984-05-25 | Completed | 100% | $0.36 | $0.31 | -14.23% | Stop |
| 1984-02-29 | 1984-03-22 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-11-25 | 1984-02-29 | Completed | 100% | $0.39 | $0.33 | -14.50% | Stop |
| 1983-11-02 | 1983-11-25 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1983-05-24 | 1983-11-02 | Completed | 100% | $0.38 | $0.36 | -4.38% | Stop |
| 1982-04-02 | 1983-05-24 | Interest | 100% | $1.00 | $1.09 | 9.16% | Interest Income |
| 1982-02-18 | 1982-04-02 | Completed | 100% | $0.22 | $0.21 | -3.89% | Signal |
| 1982-01-26 | 1982-02-18 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-09-18 | 1982-01-26 | Completed | 100% | $0.24 | $0.22 | -7.33% | Stop |
| 1981-08-26 | 1981-09-18 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-03-19 | 1981-08-26 | Completed | 100% | $0.29 | $0.25 | -11.73% | Stop |
| 1980-12-26 | 1981-03-19 | Interest | 100% | $1.00 | $1.02 | 1.74% | Interest Income |
| 1980-12-23 | 1980-12-26 | Completed | 100% | $0.28 | $0.26 | -4.96% | Signal |
| 1980-01-16 | 1980-12-23 | Interest | 100% | $1.00 | $1.07 | 7.45% | Interest Income |
| 1979-11-02 | 1980-01-16 | Completed | 100% | $0.22 | $0.21 | -3.41% | Signal |
| 1979-10-11 | 1979-11-02 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1979-01-30 | 1979-10-11 | Completed | 100% | $0.22 | $0.21 | -4.64% | Stop |
| 1977-10-11 | 1979-01-30 | Interest | 100% | $1.00 | $1.10 | 10.49% | Interest Income |
| 1977-07-19 | 1977-10-11 | Completed | 100% | $0.19 | $0.19 | -0.01% | Signal |
| 1977-06-23 | 1977-07-19 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1976-12-14 | 1977-06-23 | Completed | 100% | $0.20 | $0.18 | -10.91% | Stop |
| 1976-11-19 | 1976-12-14 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1975-12-29 | 1976-11-19 | Completed | 100% | $0.15 | $0.18 | 16.38% | Stop |
| 1974-08-14 | 1975-12-29 | Interest | 100% | $1.00 | $1.11 | 11.06% | Interest Income |
Return Distribution Analysis
