WMBDX vs. WMKGX
Compare and contrast key facts about WesMark Government Bond Fund (WMBDX) and WesMark Large Company Fund (WMKGX).
WMBDX is managed by WesMark. It was launched on Apr 20, 1998. WMKGX is managed by WesMark. It was launched on Apr 14, 1997.
Performance
WMBDX vs. WMKGX - Performance Comparison
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WMBDX vs. WMKGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMBDX WesMark Government Bond Fund | -0.55% | 6.94% | 0.90% | 2.69% | -17.48% | -1.45% | 3.62% | 4.74% | 0.80% | 1.29% |
WMKGX WesMark Large Company Fund | -9.29% | 16.60% | 21.35% | 21.94% | -21.71% | 25.97% | 26.40% | 26.58% | -6.36% | 24.23% |
Returns By Period
In the year-to-date period, WMBDX achieves a -0.55% return, which is significantly higher than WMKGX's -9.29% return. Over the past 10 years, WMBDX has underperformed WMKGX with an annualized return of -0.21%, while WMKGX has yielded a comparatively higher 11.54% annualized return.
WMBDX
- 1D
- 0.51%
- 1M
- -2.47%
- YTD
- -0.55%
- 6M
- 0.45%
- 1Y
- 3.15%
- 3Y*
- 2.81%
- 5Y*
- -1.87%
- 10Y*
- -0.21%
WMKGX
- 1D
- -0.45%
- 1M
- -8.08%
- YTD
- -9.29%
- 6M
- -5.47%
- 1Y
- 14.01%
- 3Y*
- 14.51%
- 5Y*
- 8.06%
- 10Y*
- 11.54%
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WMBDX vs. WMKGX - Expense Ratio Comparison
WMBDX has a 1.03% expense ratio, which is lower than WMKGX's 1.12% expense ratio.
Return for Risk
WMBDX vs. WMKGX — Risk / Return Rank
WMBDX
WMKGX
WMBDX vs. WMKGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark Government Bond Fund (WMBDX) and WesMark Large Company Fund (WMKGX). 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.
| WMBDX | WMKGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.72 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.14 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.17 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 0.91 | +0.46 |
Martin ratioReturn relative to average drawdown | 3.60 | 3.79 | -0.19 |
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
| WMBDX | WMKGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.72 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.31 | 0.44 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.05 | 0.60 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.44 | +0.14 |
Correlation
The correlation between WMBDX and WMKGX is -0.15. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
WMBDX vs. WMKGX - Dividend Comparison
WMBDX's dividend yield for the trailing twelve months is around 3.24%, less than WMKGX's 23.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMBDX WesMark Government Bond Fund | 3.24% | 3.49% | 3.48% | 3.22% | 1.40% | 1.26% | 2.06% | 2.07% | 1.70% | 2.01% | 1.85% | 1.52% |
WMKGX WesMark Large Company Fund | 23.37% | 21.23% | 14.72% | 7.64% | 12.78% | 7.52% | 7.53% | 6.49% | 11.44% | 7.92% | 4.76% | 3.64% |
Drawdowns
WMBDX vs. WMKGX - Drawdown Comparison
The maximum WMBDX drawdown since its inception was -24.94%, smaller than the maximum WMKGX drawdown of -49.55%. Use the drawdown chart below to compare losses from any high point for WMBDX and WMKGX.
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Drawdown Indicators
| WMBDX | WMKGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.94% | -49.55% | +24.61% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -12.93% | +9.83% |
Max Drawdown (5Y)Largest decline over 5 years | -24.84% | -31.06% | +6.22% |
Max Drawdown (10Y)Largest decline over 10 years | -24.94% | -34.60% | +9.66% |
Current DrawdownCurrent decline from peak | -10.89% | -11.06% | +0.17% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -9.71% | +6.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.18% | 3.10% | -1.92% |
Volatility
WMBDX vs. WMKGX - Volatility Comparison
The current volatility for WesMark Government Bond Fund (WMBDX) is 1.67%, while WesMark Large Company Fund (WMKGX) has a volatility of 4.64%. This indicates that WMBDX experiences smaller price fluctuations and is considered to be less risky than WMKGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMBDX | WMKGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 4.64% | -2.97% |
Volatility (6M)Calculated over the trailing 6-month period | 2.87% | 10.32% | -7.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.76% | 20.20% | -15.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.07% | 18.57% | -12.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.70% | 19.18% | -14.48% |