WMBLX vs. SIFAX
Compare and contrast key facts about WesMark Balanced Fund (WMBLX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX).
WMBLX is managed by WesMark. It was launched on Apr 19, 1998. SIFAX is managed by BlackRock. It was launched on Apr 8, 2012.
Performance
WMBLX vs. SIFAX - Performance Comparison
Loading graphics...
WMBLX vs. SIFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMBLX WesMark Balanced Fund | -0.46% | 10.81% | 9.28% | 4.97% | -7.22% | 15.85% | 2.82% | 20.32% | -4.61% | 10.77% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 9.34% | 7.82% | 4.08% | -1.74% | 8.48% | 10.83% | -1.59% | 5.68% | -3.64% | -1.96% |
Returns By Period
In the year-to-date period, WMBLX achieves a -0.46% return, which is significantly lower than SIFAX's 9.34% return. Over the past 10 years, WMBLX has outperformed SIFAX with an annualized return of 6.62%, while SIFAX has yielded a comparatively lower 3.95% annualized return.
WMBLX
- 1D
- 0.08%
- 1M
- -4.05%
- YTD
- -0.46%
- 6M
- 2.22%
- 1Y
- 10.61%
- 3Y*
- 8.13%
- 5Y*
- 5.23%
- 10Y*
- 6.62%
SIFAX
- 1D
- 0.46%
- 1M
- 2.61%
- YTD
- 9.34%
- 6M
- 11.23%
- 1Y
- 11.09%
- 3Y*
- 7.29%
- 5Y*
- 6.95%
- 10Y*
- 3.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WMBLX vs. SIFAX - Expense Ratio Comparison
WMBLX has a 1.24% expense ratio, which is higher than SIFAX's 0.90% expense ratio.
Return for Risk
WMBLX vs. SIFAX — Risk / Return Rank
WMBLX
SIFAX
WMBLX vs. SIFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark Balanced Fund (WMBLX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX). 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.
| WMBLX | SIFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 2.19 | -1.08 |
Sortino ratioReturn per unit of downside risk | 1.59 | 3.07 | -1.48 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.43 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 3.74 | -2.50 |
Martin ratioReturn relative to average drawdown | 5.60 | 9.56 | -3.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WMBLX | SIFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 2.19 | -1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 1.27 | -0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.77 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.36 | +0.07 |
Correlation
The correlation between WMBLX and SIFAX is 0.36, 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
WMBLX vs. SIFAX - Dividend Comparison
WMBLX's dividend yield for the trailing twelve months is around 7.65%, more than SIFAX's 4.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMBLX WesMark Balanced Fund | 7.65% | 7.70% | 9.82% | 4.70% | 3.78% | 6.03% | 1.63% | 6.20% | 5.83% | 4.32% | 3.80% | 6.73% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 4.16% | 4.55% | 3.25% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% |
Drawdowns
WMBLX vs. SIFAX - Drawdown Comparison
The maximum WMBLX drawdown since its inception was -35.88%, which is greater than SIFAX's maximum drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for WMBLX and SIFAX.
Loading graphics...
Drawdown Indicators
| WMBLX | SIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.88% | -23.62% | -12.26% |
Max Drawdown (1Y)Largest decline over 1 year | -8.60% | -3.07% | -5.53% |
Max Drawdown (5Y)Largest decline over 5 years | -17.77% | -8.32% | -9.45% |
Max Drawdown (10Y)Largest decline over 10 years | -23.30% | -14.69% | -8.61% |
Current DrawdownCurrent decline from peak | -4.90% | 0.00% | -4.90% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -8.65% | +2.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 1.25% | +0.64% |
Volatility
WMBLX vs. SIFAX - Volatility Comparison
WesMark Balanced Fund (WMBLX) has a higher volatility of 2.32% compared to SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) at 2.03%. This indicates that WMBLX's price experiences larger fluctuations and is considered to be riskier than SIFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WMBLX | SIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.32% | 2.03% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 5.03% | 3.91% | +1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.31% | 5.30% | +5.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.19% | 5.50% | +4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.79% | 5.16% | +5.63% |