QUASX vs. WMKSX
QUASX (AB Small Cap Growth Portfolio) and WMKSX (WesMark Small Company Fund) are both Small Cap Growth Equities funds. Over the past 10 years, QUASX returned 15.39%/yr vs 14.28%/yr for WMKSX. Their correlation of 0.82 suggests significant overlap in exposure. QUASX charges 1.11%/yr vs 1.24%/yr for WMKSX.
Performance
QUASX vs. WMKSX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with QUASX having a 22.86% return and WMKSX slightly lower at 21.92%. Over the past 10 years, QUASX has outperformed WMKSX with an annualized return of 15.39%, while WMKSX has yielded a comparatively lower 14.28% annualized return.
QUASX
- 1D
- 0.02%
- 1M
- 2.28%
- YTD
- 22.86%
- 6M
- 18.71%
- 1Y
- 33.31%
- 3Y*
- 17.18%
- 5Y*
- 2.39%
- 10Y*
- 15.39%
WMKSX
- 1D
- 1.48%
- 1M
- 5.01%
- YTD
- 21.92%
- 6M
- 19.30%
- 1Y
- 36.69%
- 3Y*
- 26.13%
- 5Y*
- 11.36%
- 10Y*
- 14.28%
QUASX vs. WMKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QUASX AB Small Cap Growth Portfolio | 22.86% | 4.85% | 18.49% | 17.83% | -39.09% | 9.76% | 53.85% | 49.85% | -1.02% | 34.71% |
WMKSX WesMark Small Company Fund | 21.92% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 20.32% | -13.92% | 13.21% |
Correlation
The correlation between QUASX and WMKSX is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1993 | 0.82 |
The correlation between QUASX and WMKSX has been stable across timeframes, ranging from 0.82 to 0.89 - a consistent structural relationship.
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Return for Risk
QUASX vs. WMKSX — Risk / Return Rank
QUASX
WMKSX
QUASX vs. WMKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Growth Portfolio (QUASX) and WesMark Small Company Fund (WMKSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| QUASX | WMKSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.68 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.34 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 4.21 | -2.05 |
| Martin ratioReturn relative to average drawdown | 7.88 | 14.08 | -6.20 |
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Drawdowns
QUASX vs. WMKSX - Drawdown Comparison
The maximum QUASX drawdown since its inception was -60.97%, roughly equal to the maximum WMKSX drawdown of -64.09%. Use the drawdown chart below to compare losses from any high point for QUASX and WMKSX.
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Drawdown Indicators
| QUASX | WMKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.97% | -64.09% | +3.12% |
Max Drawdown (1Y)Largest decline over 1 year | -15.02% | -8.50% | -6.52% |
Max Drawdown (3Y)Largest decline over 3 years | -31.68% | -24.20% | -7.48% |
Max Drawdown (5Y)Largest decline over 5 years | -47.37% | -39.84% | -7.53% |
Max Drawdown (10Y)Largest decline over 10 years | -47.37% | -39.84% | -7.53% |
Current DrawdownCurrent decline from peak | -2.25% | 0.00% | -2.25% |
Average DrawdownAverage peak-to-trough decline | -15.73% | -15.65% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 2.53% | +1.56% |
Volatility
QUASX vs. WMKSX - Volatility Comparison
AB Small Cap Growth Portfolio (QUASX) has a higher volatility of 8.43% compared to WesMark Small Company Fund (WMKSX) at 4.70%. This indicates that QUASX's price experiences larger fluctuations and is considered to be riskier than WMKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QUASX | WMKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.43% | 4.70% | +3.73% |
Volatility (6M)Calculated over the trailing 6-month period | 19.37% | 12.38% | +6.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.68% | 17.92% | +6.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.53% | 26.13% | +0.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.59% | 23.96% | +1.63% |
QUASX vs. WMKSX - Expense Ratio Comparison
QUASX has a 1.11% expense ratio, which is lower than WMKSX's 1.24% expense ratio.
Dividends
QUASX vs. WMKSX - Dividend Comparison
QUASX has not paid dividends to shareholders, while WMKSX's dividend yield for the trailing twelve months is around 18.79%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QUASX AB Small Cap Growth Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 9.07% | 9.86% | 18.20% | 19.70% | 9.29% | 2.32% | 9.19% |
WMKSX WesMark Small Company Fund | 18.79% | 22.91% | 4.69% | 5.93% | 6.23% | 25.75% | 8.21% | 0.00% | 12.53% | 8.59% | 5.26% | 6.57% |
Frequently Asked Questions
QUASX and WMKSX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
QUASX has higher volatility (8.43%) compared to WMKSX (4.70%). In terms of maximum drawdown, QUASX dropped -60.97% vs WMKSX's -64.09%.
WMKSX currently has the higher Sharpe Ratio (2.00 vs 1.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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