WesMark Large Company Fund (WMKGX)
The fund pursues its investment objective primarily by selecting equity securities of large capitalization companies. Equity securities may include common stocks, preferred stocks, securities (including debt securities) that are convertible into common stocks, and exchange traded funds (ETFs) and other investment companies. The fund will invest primarily in securities issued by domestic companies. It may purchase ETFs or other investment companies in order to achieve exposure to a specific market sector, to achieve exposure to foreign markets or for other reasons consistent with its investment strategy.
Fund Info
US9510252045
951025204
Apr 14, 1997
$1,000
Large-Cap
Growth
Expense Ratio
WMKGX has a high expense ratio of 1.12%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
WesMark Large Company Fund (WMKGX) returned -2.75% year-to-date (YTD) and 9.73% over the past 12 months. Over the past 10 years, WMKGX returned 9.60% annually, underperforming the S&P 500 benchmark at 10.84%.
WMKGX
-2.75%
6.58%
-2.70%
9.73%
10.68%
12.81%
9.60%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of WMKGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.65% | -3.74% | -7.03% | -1.55% | 6.48% | -2.75% | |||||||
| 2024 | 1.85% | 4.86% | 2.56% | -4.39% | 2.52% | 3.50% | 1.04% | 2.10% | 2.37% | -1.18% | 5.15% | -0.47% | 21.35% |
| 2023 | 5.28% | -3.23% | 2.31% | 1.41% | 0.69% | 5.18% | 3.89% | -1.67% | -4.83% | -2.12% | 9.07% | 4.95% | 21.94% |
| 2022 | -6.75% | -4.46% | 2.05% | -8.87% | -0.09% | -7.39% | 9.62% | -3.74% | -9.09% | 8.25% | 4.45% | -5.79% | -21.66% |
| 2021 | -1.41% | 2.69% | 3.46% | 6.12% | 0.92% | 2.17% | 2.12% | 2.48% | -4.67% | 7.28% | -1.95% | 4.71% | 25.97% |
| 2020 | 1.25% | -8.37% | -12.89% | 14.45% | 6.23% | 3.24% | 6.18% | 9.31% | -3.76% | -3.05% | 10.68% | 3.95% | 26.40% |
| 2019 | 7.32% | 3.49% | 2.68% | 4.18% | -7.87% | 7.51% | 1.37% | -2.40% | 0.43% | 2.14% | 3.35% | 2.55% | 26.58% |
| 2018 | 6.75% | -3.09% | -2.25% | 0.94% | 2.65% | -0.84% | 2.89% | 2.11% | 1.23% | -8.29% | 0.99% | -8.49% | -6.36% |
| 2017 | 2.53% | 4.15% | 0.38% | 1.67% | 1.16% | 1.35% | 2.73% | 0.95% | 1.29% | 2.90% | 2.91% | -0.06% | 24.23% |
| 2016 | -8.78% | -0.91% | 6.39% | -0.58% | 0.87% | -1.04% | 3.54% | 0.22% | -0.81% | -1.92% | 3.22% | 1.04% | 0.49% |
| 2015 | -2.98% | 6.41% | -1.60% | 0.21% | 2.12% | -2.19% | 1.55% | -6.99% | -4.28% | 8.14% | 0.05% | -1.39% | -1.91% |
| 2014 | -4.08% | 5.01% | 1.73% | -0.33% | 3.08% | 1.38% | -2.37% | 4.48% | -2.36% | 2.22% | 2.49% | -0.64% | 10.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WMKGX is 35, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WesMark Large Company Fund (WMKGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
WesMark Large Company Fund provided a 15.12% dividend yield over the last twelve months, with an annual payout of $3.38 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.38 | $3.38 | $1.65 | $2.44 | $2.06 | $1.76 | $1.29 | $1.92 | $1.58 | $0.83 | $0.66 | $0.67 |
Dividend yield | 15.12% | 14.72% | 7.65% | 12.78% | 7.52% | 7.54% | 6.49% | 11.44% | 7.92% | 4.76% | 3.64% | 3.51% |
Monthly Dividends
The table displays the monthly dividend distributions for WesMark Large Company Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | |||||||
| 2024 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $3.36 | $3.38 |
| 2023 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $1.58 | $1.65 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $2.40 | $2.44 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.06 | $2.06 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $1.75 | $1.76 |
| 2019 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $1.26 | $1.29 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $1.90 | $1.92 |
| 2017 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.56 | $1.58 |
| 2016 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.78 | $0.83 |
| 2015 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.51 | $0.66 |
| 2014 | $0.10 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.54 | $0.67 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the WesMark Large Company Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WesMark Large Company Fund was 49.56%, occurring on Nov 20, 2008. Recovery took 552 trading sessions.
The current WesMark Large Company Fund drawdown is 6.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.56% | Oct 11, 2007 | 281 | Nov 20, 2008 | 552 | Feb 1, 2011 | 833 |
| -45.7% | May 22, 2001 | 344 | Oct 9, 2002 | 1044 | Dec 4, 2006 | 1388 |
| -34.6% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -26.93% | Dec 28, 2021 | 192 | Sep 30, 2022 | 341 | Feb 9, 2024 | 533 |
| -25.59% | Apr 23, 1998 | 121 | Oct 8, 1998 | 60 | Dec 31, 1998 | 181 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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