WMBLX vs. WMKMX
Compare and contrast key facts about WesMark Balanced Fund (WMBLX) and WesMark West Virginia Municipal Bond Fund (WMKMX).
WMBLX is managed by WesMark. It was launched on Apr 19, 1998. WMKMX is managed by WesMark. It was launched on Apr 13, 1997.
Performance
WMBLX vs. WMKMX - Performance Comparison
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WMBLX vs. WMKMX - 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% |
WMKMX WesMark West Virginia Municipal Bond Fund | -1.14% | 5.50% | -0.01% | 4.26% | -8.45% | 0.17% | 3.56% | 4.83% | 0.32% | 3.97% |
Returns By Period
In the year-to-date period, WMBLX achieves a -0.46% return, which is significantly higher than WMKMX's -1.14% return. Over the past 10 years, WMBLX has outperformed WMKMX with an annualized return of 6.62%, while WMKMX has yielded a comparatively lower 1.07% 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%
WMKMX
- 1D
- 0.20%
- 1M
- -3.15%
- YTD
- -1.14%
- 6M
- 0.66%
- 1Y
- 4.80%
- 3Y*
- 2.14%
- 5Y*
- 0.13%
- 10Y*
- 1.07%
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WMBLX vs. WMKMX - Expense Ratio Comparison
WMBLX has a 1.24% expense ratio, which is higher than WMKMX's 1.10% expense ratio.
Return for Risk
WMBLX vs. WMKMX — Risk / Return Rank
WMBLX
WMKMX
WMBLX vs. WMKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark Balanced Fund (WMBLX) and WesMark West Virginia Municipal Bond Fund (WMKMX). 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 | WMKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.00 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.34 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.28 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.06 | +0.17 |
Martin ratioReturn relative to average drawdown | 5.60 | 4.00 | +1.61 |
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
| WMBLX | WMKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.00 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.03 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.30 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.98 | -0.55 |
Correlation
The correlation between WMBLX and WMKMX is -0.04. 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
WMBLX vs. WMKMX - Dividend Comparison
WMBLX's dividend yield for the trailing twelve months is around 7.65%, more than WMKMX's 2.10% 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% |
WMKMX WesMark West Virginia Municipal Bond Fund | 2.10% | 2.24% | 2.04% | 1.96% | 1.22% | 1.57% | 1.91% | 1.95% | 1.84% | 2.16% | 2.12% | 2.02% |
Drawdowns
WMBLX vs. WMKMX - Drawdown Comparison
The maximum WMBLX drawdown since its inception was -35.88%, which is greater than WMKMX's maximum drawdown of -13.95%. Use the drawdown chart below to compare losses from any high point for WMBLX and WMKMX.
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Drawdown Indicators
| WMBLX | WMKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.88% | -13.95% | -21.93% |
Max Drawdown (1Y)Largest decline over 1 year | -8.60% | -5.44% | -3.16% |
Max Drawdown (5Y)Largest decline over 5 years | -17.77% | -13.95% | -3.82% |
Max Drawdown (10Y)Largest decline over 10 years | -23.30% | -13.95% | -9.35% |
Current DrawdownCurrent decline from peak | -4.90% | -3.15% | -1.75% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -1.65% | -4.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 1.45% | +0.44% |
Volatility
WMBLX vs. WMKMX - Volatility Comparison
WesMark Balanced Fund (WMBLX) has a higher volatility of 2.32% compared to WesMark West Virginia Municipal Bond Fund (WMKMX) at 1.25%. This indicates that WMBLX's price experiences larger fluctuations and is considered to be riskier than WMKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMBLX | WMKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.32% | 1.25% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 5.03% | 1.82% | +3.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.31% | 5.38% | +4.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.19% | 4.21% | +5.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.79% | 3.59% | +7.20% |