WesMark Mutual Funds List
Here you can find all mutual funds issued by WesMark and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Issuer is WesMark
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WesMark Government Bond Fund | Intermediate Core Bond | Apr 20, 1998 | 1.03% | -0.55% | -0.21% | 3.24% | 35 | ||||||||
| WesMark Balanced Fund | Diversified Portfolio | Apr 19, 1998 | 1.24% | -0.46% | 6.62% | 7.65% | 58 | ||||||||
| WesMark Large Company Fund | Large Cap Growth Equities | Apr 14, 1997 | 1.12% | -9.29% | 11.54% | 23.37% | 33 | ||||||||
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | Apr 13, 1997 | 1.10% | -1.14% | 1.07% | 2.10% | 49 | ||||||||
| WesMark Small Company Fund | Small Cap Growth Equities | Dec 31, 1993 | 1.24% | 0.27% | 11.83% | 22.84% | 66 | ||||||||
| WesMark Tactical Opportunity Fund | Tactical Allocation | Feb 28, 2017 | 1.43% | -0.47% | — | 4.34% | 67 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years