WFC monthly performance report
Explore WFC's monthly returns, drawdown, and seasonality trends — updated every month.
WFC monthly report
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Key takeaways
- Wells Fargo (WFC) closed September 2026 at $87.05, up 0.76% for the month and +6.95% over the trailing 12 months.
- Year-to-date, WFC is −6.60%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading +2.22% versus its 200-day moving average ($85.16), a bullish technical signal.
- Over the past three years, WFC has outperformed the S&P 500 by +32.61%, with a relative strength index reading of 117.9.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Wells Fargo ended September 2026 at $87.05, posting a monthly return of +0.76%. The S&P 500 returned −1.69% over the same window, leaving relative performance at +2.46%.
The current quarter stands at +5.34% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +2.22% versus the 200-day moving average ($85.16).
Year-to-date, WFC is −6.60% against SPY +10.58%, a gap of −17.18%. The stock is currently −10.96% below its 52-week high, with maximum 3-year drawdown at −25.10%.
| Period | WFC | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.98% | −0.44% | −2.53% |
| 1 Week | −2.92% | −1.10% | −1.83% |
| 1 Month | +0.76% | −1.69% | +2.46% |
| 3 Months | +5.64% | −0.10% | +5.75% |
| 6 Months | +11.17% | +13.21% | −2.04% |
| YTD | −6.60% | +10.58% | −17.18% |
| 12 Months | +6.95% | +14.25% | −7.30% |
| 3 Years | +102.68% | +70.07% | +32.61% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2024 | +17.33% |
| #2 | Oct 2024 | +14.92% |
| #3 | Jan 2025 | +12.19% |
| #4 | Nov 2023 | +12.12% |
| #5 | Feb 2024 | +10.78% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2023 | −10.55% |
| #2 | Feb 2026 | −9.99% |
| #3 | Mar 2025 | −8.34% |
| #4 | Dec 2024 | −7.79% |
| #5 | May 2026 | −5.70% |
| Quarter | Return |
|---|---|
| Q2 2025 | +11.60% |
| Q3 2025 | +4.62% |
| Q4 2025 | +11.19% |
| Q1 2026 | −14.58% |
| Q2 2026 | +3.81% |
| Q3 2026 (QTD) | +5.34% |
| Year | Return |
|---|---|
| 2023 | +19.21% |
| 2024 | +42.71% |
| 2025 | +32.69% |
| 2026 | −6.60% |
| Metric | Value |
|---|---|
| 52-Week High | $97.76 (2026-01-05) |
| 52-Week Low | $72.78 (2026-05-15) |
| Current Price | $87.05 |
| 200-Day Moving Average | $85.16 |
| Price vs 200DMA | +2.22% |
| 3-Year Maximum Drawdown | −25.10% (2025-04-04) |
| Current Drawdown from 52W High | −10.96% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 117.9 |
| 3-Year Excess Return vs S&P 500 | +32.61% |
| RS Peak | 143.2 (Jan 2026) |
| RS Trough | 92.9 (Oct 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was WFC's return for this report period?
WFC returned +0.76% in the latest monthly window ending 2026-09-16.
Has WFC outperformed SPY year to date?
YTD WFC: −6.60% vs SPY: +10.58%.
What is WFC's 12-month return?
+6.95% over the trailing 12 months.
Is WFC above or below its 200-day moving average?
Price is +2.22% versus 200DMA ($85.16).
What is the maximum drawdown in the 3-year window?
−25.10% on 2025-04-04.