- ISIN
- US9510252045
- CUSIP
- 951025204
- Issuer
- WesMark
- Inception Date
- Apr 14, 1997
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
WMKGX Performance Chart
WesMark Large Company Fund (WMKGX) is up 11.6% since the beginning of the year. WMKGX is currently trading at $25 per share. Investors who bought $1,000 worth of WMKGX shares 5 years ago would now be looking at an investment worth $1,622.
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Returns By Period
WesMark Large Company Fund (WMKGX) has returned 11.55% so far this year and 25.69% over the past 12 months. Over the last decade, WMKGX has posted an annualized return of 13.64%, slightly higher than the S&P 500 Index benchmark’s 13.26%.
WesMark Large Company Fund
- 1D
- 2.20%
- 1M
- -0.77%
- 6M
- 10.80%
- YTD
- 11.55%
- 1Y
- 25.69%
- 3Y*
- 18.29%
- 5Y*
- 10.15%
- 10Y*
- 13.64%
- ALL TIME*
- 9.32%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
WMKGX Monthly Returns History
Based on dividend-adjusted daily data since Mar 12, 1997, WMKGX's average daily return is +0.04%, while the average monthly return is +0.85%. At this rate, an investment would double in approximately 6.8 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +14.5%, while the worst month was Oct 2008 at -17.2%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.
On a daily basis, WMKGX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +11.4%, while the worst single day was Mar 16, 2020 at -12.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.68% | -1.98% | -4.91% | 12.60% | 7.29% | -1.16% | -0.44% | 11.55% | |||||
| 2025 | 3.65% | -3.73% | -7.03% | -1.55% | 6.62% | 5.15% | 3.19% | 2.18% | 3.63% | 4.40% | -0.15% | -0.03% | 16.60% |
| 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% | -5.85% | -21.71% |
| 2021 | -1.41% | 2.69% | 3.47% | 6.12% | 0.92% | 2.17% | 2.12% | 2.48% | -4.67% | 7.28% | -1.95% | 4.71% | 25.97% |
Benchmark Metrics
WesMark Large Company Fund has an annualized alpha of 1.65%, beta of 0.98, and R2 of 0.91 versus S&P 500 Index. Calculated based on daily prices since March 12, 1997.
- This fund captured 102.15% of S&P 500 Index gains but only 95.76% of its losses - a favorable profile for investors.
- With beta of 0.98 and R2 of 0.91, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.65%
- Beta
- 0.98
- R²
- 0.91
- Upside Capture
- 102.15%
- Downside Capture
- 95.76%
Expense Ratio
WMKGX has a high expense ratio of 1.12%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
WMKGX ranks 56 for risk / return — above 56% of mutual funds peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for WesMark Large Company Fund (WMKGX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WMKGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.07 | 2.00 | +0.07 |
| Martin ratioReturn relative to average drawdown | 8.41 | 8.49 | -0.08 |
Dividends
Dividend History
WesMark Large Company Fund provided a 18.95% dividend yield over the last twelve months, with an annual payout of $4.67 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.67 | $4.69 | $3.38 | $1.65 | $2.44 | $2.06 | $1.76 | $1.29 | $1.92 | $1.58 | $0.83 | $0.66 |
Dividend yield | 18.95% | 21.23% | 14.72% | 7.64% | 12.78% | 7.52% | 7.53% | 6.49% | 11.44% | 7.92% | 4.76% | 3.64% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.67 | $4.69 |
| 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 |
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 49.55%, occurring on Nov 20, 2008. Recovery took 552 trading sessions.
The current WesMark Large Company Fund drawdown is 2.19%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-49.55%Nov 2008 | 1y 1mo | 2y 2mo | 3y 3moOct 2007 - Feb 2011 | Financial crisis2007–2009 |
-46.05%Oct 2002 | 1y 4mo | 4y 4mo | 5y 8moMay 2001 - Feb 2007 | Dot-com crash2000–2002 |
-34.60%Mar 2020 | 1mo 2d | 3mo 29d | 5mo 1dFeb 2020 - Jul 2020 | COVID crash2020 |
-31.06%Sep 2022 | 9mo 17d | 1y 9mo | 2y 6moDec 2021 - Jul 2024 | Bear market2022 |
-25.59%Oct 1998 | 5mo 18d | 2mo 24d | 8mo 12dApr 1998 - Dec 1998 | — |
Drawdown Indicators
| WMKGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.55% | -56.78% | +7.23% |
Max Drawdown (1Y)Largest decline over 1 year | -11.06% | -9.10% | -1.96% |
Max Drawdown (3Y)Largest decline over 3 years | -21.35% | -18.90% | -2.45% |
Max Drawdown (5Y)Largest decline over 5 years | -31.06% | -25.43% | -5.63% |
Max Drawdown (10Y)Largest decline over 10 years | -34.60% | -33.92% | -0.68% |
Current DrawdownCurrent decline from peak | -2.19% | -1.58% | -0.61% |
Average DrawdownAverage peak-to-trough decline | -9.61% | -10.70% | +1.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.14% | +0.58% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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