RYWCX vs. WMKSX
Compare and contrast key facts about Rydex S&P SmallCap 600 Pure Growth Fund (RYWCX) and WesMark Small Company Fund (WMKSX).
RYWCX is managed by Rydex Funds. It was launched on Feb 20, 2004. WMKSX is managed by WesMark. It was launched on Dec 31, 1993.
Performance
RYWCX vs. WMKSX - Performance Comparison
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RYWCX vs. WMKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYWCX Rydex S&P SmallCap 600 Pure Growth Fund | 5.56% | 7.76% | 7.20% | 17.03% | -30.33% | 16.37% | 15.23% | 11.58% | -9.55% | 15.23% |
WMKSX WesMark Small Company Fund | 4.25% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 20.32% | -13.92% | 13.21% |
Returns By Period
In the year-to-date period, RYWCX achieves a 5.56% return, which is significantly higher than WMKSX's 4.25% return. Over the past 10 years, RYWCX has underperformed WMKSX with an annualized return of 6.40%, while WMKSX has yielded a comparatively higher 12.27% annualized return.
RYWCX
- 1D
- 0.99%
- 1M
- -1.84%
- YTD
- 5.56%
- 6M
- 4.83%
- 1Y
- 19.13%
- 3Y*
- 12.00%
- 5Y*
- 0.01%
- 10Y*
- 6.40%
WMKSX
- 1D
- 0.73%
- 1M
- -2.19%
- YTD
- 4.25%
- 6M
- 4.46%
- 1Y
- 27.31%
- 3Y*
- 19.81%
- 5Y*
- 8.80%
- 10Y*
- 12.27%
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RYWCX vs. WMKSX - Expense Ratio Comparison
RYWCX has a 2.26% expense ratio, which is higher than WMKSX's 1.24% expense ratio.
Return for Risk
RYWCX vs. WMKSX — Risk / Return Rank
RYWCX
WMKSX
RYWCX vs. WMKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex S&P SmallCap 600 Pure Growth Fund (RYWCX) 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.
| RYWCX | WMKSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.30 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.89 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.26 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 2.16 | -0.60 |
Martin ratioReturn relative to average drawdown | 6.45 | 9.33 | -2.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RYWCX | WMKSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.30 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.34 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.51 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.36 | -0.12 |
Correlation
The correlation between RYWCX and WMKSX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RYWCX vs. WMKSX - Dividend Comparison
RYWCX has not paid dividends to shareholders, while WMKSX's dividend yield for the trailing twelve months is around 21.97%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYWCX Rydex S&P SmallCap 600 Pure Growth Fund | 0.00% | 0.00% | 14.52% | 0.00% | 0.00% | 59.93% | 0.00% | 0.00% | 9.26% | 3.92% | 0.00% | 0.00% |
WMKSX WesMark Small Company Fund | 21.97% | 22.91% | 4.69% | 5.93% | 6.23% | 25.75% | 8.21% | 0.00% | 12.53% | 8.59% | 5.26% | 6.57% |
Drawdowns
RYWCX vs. WMKSX - Drawdown Comparison
The maximum RYWCX drawdown since its inception was -60.64%, smaller than the maximum WMKSX drawdown of -64.09%. Use the drawdown chart below to compare losses from any high point for RYWCX and WMKSX.
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Drawdown Indicators
| RYWCX | WMKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.64% | -64.09% | +3.45% |
Max Drawdown (1Y)Largest decline over 1 year | -8.49% | -8.50% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -40.28% | -39.84% | -0.44% |
Max Drawdown (10Y)Largest decline over 10 years | -54.65% | -39.84% | -14.81% |
Current DrawdownCurrent decline from peak | -8.02% | -4.87% | -3.15% |
Average DrawdownAverage peak-to-trough decline | -13.54% | -15.76% | +2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 3.28% | -0.02% |
Volatility
RYWCX vs. WMKSX - Volatility Comparison
Rydex S&P SmallCap 600 Pure Growth Fund (RYWCX) has a higher volatility of 8.13% compared to WesMark Small Company Fund (WMKSX) at 6.70%. This indicates that RYWCX'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
| RYWCX | WMKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.13% | 6.70% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 13.78% | 13.27% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.53% | 22.92% | -0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.96% | 26.11% | -3.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.69% | 23.93% | +0.76% |