WMBDX vs. WMKTX
Compare and contrast key facts about WesMark Government Bond Fund (WMBDX) and WesMark Tactical Opportunity Fund (WMKTX).
WMBDX is managed by WesMark. It was launched on Apr 20, 1998. WMKTX is managed by WesMark. It was launched on Feb 28, 2017.
Performance
WMBDX vs. WMKTX - Performance Comparison
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WMBDX vs. WMKTX - 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% | 1.19% |
WMKTX WesMark Tactical Opportunity Fund | -0.47% | 15.41% | 7.19% | 7.10% | -12.40% | 13.90% | 7.01% | 16.62% | -5.20% | 8.33% |
Returns By Period
In the year-to-date period, WMBDX achieves a -0.55% return, which is significantly lower than WMKTX's -0.47% 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%
WMKTX
- 1D
- 0.16%
- 1M
- -5.64%
- YTD
- -0.47%
- 6M
- 2.07%
- 1Y
- 12.97%
- 3Y*
- 8.87%
- 5Y*
- 4.76%
- 10Y*
- —
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WMBDX vs. WMKTX - Expense Ratio Comparison
WMBDX has a 1.03% expense ratio, which is lower than WMKTX's 1.43% expense ratio.
Return for Risk
WMBDX vs. WMKTX — Risk / Return Rank
WMBDX
WMKTX
WMBDX vs. WMKTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark Government Bond Fund (WMBDX) and WesMark Tactical Opportunity Fund (WMKTX). 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 | WMKTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.19 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.71 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.25 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.46 | -0.09 |
Martin ratioReturn relative to average drawdown | 3.60 | 7.06 | -3.46 |
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 | WMKTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.19 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.31 | 0.39 | -0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.05 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.45 | +0.13 |
Correlation
The correlation between WMBDX and WMKTX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WMBDX vs. WMKTX - Dividend Comparison
WMBDX's dividend yield for the trailing twelve months is around 3.24%, less than WMKTX's 4.34% 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% |
WMKTX WesMark Tactical Opportunity Fund | 4.34% | 4.91% | 1.42% | 0.83% | 2.79% | 11.76% | 0.74% | 3.72% | 0.57% | 2.00% | 0.00% | 0.00% |
Drawdowns
WMBDX vs. WMKTX - Drawdown Comparison
The maximum WMBDX drawdown since its inception was -24.94%, smaller than the maximum WMKTX drawdown of -28.48%. Use the drawdown chart below to compare losses from any high point for WMBDX and WMKTX.
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Drawdown Indicators
| WMBDX | WMKTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.94% | -28.48% | +3.54% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -8.71% | +5.61% |
Max Drawdown (5Y)Largest decline over 5 years | -24.84% | -25.49% | +0.65% |
Max Drawdown (10Y)Largest decline over 10 years | -24.94% | — | — |
Current DrawdownCurrent decline from peak | -10.89% | -5.64% | -5.25% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -7.15% | +4.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.18% | 1.80% | -0.62% |
Volatility
WMBDX vs. WMKTX - Volatility Comparison
The current volatility for WesMark Government Bond Fund (WMBDX) is 1.67%, while WesMark Tactical Opportunity Fund (WMKTX) has a volatility of 3.27%. This indicates that WMBDX experiences smaller price fluctuations and is considered to be less risky than WMKTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMBDX | WMKTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 3.27% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 2.87% | 6.60% | -3.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.76% | 11.36% | -6.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.07% | 12.34% | -6.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.70% | 13.27% | -8.57% |