The total return over the past 12 months is +5.17% vs. +17.77% for the S&P 500. So far it's up -6.40% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +2.91% | +22.96% | +14.11% | +5.97% | +7.50% | +4.55% |
| Total Return CAGR | +5.17% | +26.05% | +16.91% | +8.95% | +10.49% | +7.43% |
| Revenue CAGR | +5.76% | +8.55% | +9.78% | +3.58% | +2.51% | +5.47% |
| Net Income CAGR | +10.04% | +11.39% | +6.05% | +0.11% | +3.04% | +5.33% |
| EPS CAGR | +17.69% | +26.32% | +72.38% | +4.33% | +7.27% | +5.31% |
| Free Cash Flow CAGR | (71.40%) | (67.46%) | (14.72%) | (23.93%) | (18.86%) | (1.43%) |
| Operating Cash Flow CAGR | (71.40%) | (67.46%) | (14.72%) | (23.93%) | (18.86%) | (3.46%) |
| Dividends CAGR | +13.34% | +15.61% | +6.86% | +1.43% | +15.33% | +2.69% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Wells Fargo & Company (WFC)
| Year | Start Value | End Value | WFC Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 2390.60 | 2237.71 | (6.40%) | +8.94% | (15.34%) |
| 2025 | 1763.47 | 2390.60 | +35.56% | +17.72% | +17.84% |
| 2024 | 1203.90 | 1763.47 | +46.48% | +24.89% | +21.59% |
| 2023 | 979.31 | 1203.90 | +22.93% | +26.19% | (3.26%) |
| 2022 | 1111.39 | 979.31 | (11.88%) | (18.17%) | +6.29% |
| 2021 | 689.78 | 1111.39 | +61.12% | +28.74% | +32.38% |
| 2020 | 1182.39 | 689.78 | (41.66%) | +18.37% | (60.03%) |
| 2019 | 973.92 | 1182.39 | +21.41% | +31.22% | (9.81%) |
| 2018 | 1245.80 | 973.92 | (21.82%) | (4.56%) | (17.26%) |
| 2017 | 1100.60 | 1245.80 | +13.19% | +21.70% | (8.51%) |
