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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 FundIntermediate Core BondApr 20, 19981.03%
-0.55%
-0.21%
3.24%
35
WesMark Balanced FundDiversified PortfolioApr 19, 19981.24%
-0.46%
6.62%
7.65%
58
WesMark Large Company FundLarge Cap Growth EquitiesApr 14, 19971.12%
-9.29%
11.54%
23.37%
33
WesMark West Virginia Municipal Bond FundMunicipal BondsApr 13, 19971.10%
-1.14%
1.07%
2.10%
49
WesMark Small Company FundSmall Cap Growth EquitiesDec 31, 19931.24%
0.27%
11.83%
22.84%
66
WesMark Tactical Opportunity FundTactical AllocationFeb 28, 20171.43%
-0.47%
4.34%
67

Rows per page

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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.

0%Annualized Volatility0%Annualized Return

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