WMKGX vs. IOLZX
Compare and contrast key facts about WesMark Large Company Fund (WMKGX) and ICON Equity Fund (IOLZX).
WMKGX is managed by WesMark. It was launched on Apr 14, 1997. IOLZX is managed by ICON Funds. It was launched on Oct 17, 2002.
Performance
WMKGX vs. IOLZX - Performance Comparison
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WMKGX vs. IOLZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMKGX WesMark Large Company Fund | -6.16% | 16.60% | 21.35% | 21.94% | -21.71% | 25.97% | 26.40% | 26.58% | -6.36% | 24.23% |
IOLZX ICON Equity Fund | 2.04% | 15.81% | 16.87% | 12.13% | -17.78% | 26.72% | 16.00% | 38.22% | -16.69% | 26.78% |
Returns By Period
In the year-to-date period, WMKGX achieves a -6.16% return, which is significantly lower than IOLZX's 2.04% return. Both investments have delivered pretty close results over the past 10 years, with WMKGX having a 11.92% annualized return and IOLZX not far ahead at 12.17%.
WMKGX
- 1D
- 3.45%
- 1M
- -4.96%
- YTD
- -6.16%
- 6M
- -2.82%
- 1Y
- 17.39%
- 3Y*
- 15.81%
- 5Y*
- 8.53%
- 10Y*
- 11.92%
IOLZX
- 1D
- 3.78%
- 1M
- -4.73%
- YTD
- 2.04%
- 6M
- 4.94%
- 1Y
- 23.81%
- 3Y*
- 15.83%
- 5Y*
- 7.18%
- 10Y*
- 12.17%
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WMKGX vs. IOLZX - Expense Ratio Comparison
WMKGX has a 1.12% expense ratio, which is higher than IOLZX's 1.04% expense ratio.
Return for Risk
WMKGX vs. IOLZX — Risk / Return Rank
WMKGX
IOLZX
WMKGX vs. IOLZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark Large Company Fund (WMKGX) and ICON Equity Fund (IOLZX). 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.
| WMKGX | IOLZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.02 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.52 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.54 | -0.12 |
Martin ratioReturn relative to average drawdown | 5.83 | 5.07 | +0.76 |
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
| WMKGX | IOLZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.02 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.34 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.55 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.36 | +0.09 |
Correlation
The correlation between WMKGX and IOLZX is 0.86, 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
WMKGX vs. IOLZX - Dividend Comparison
WMKGX's dividend yield for the trailing twelve months is around 22.59%, more than IOLZX's 10.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMKGX WesMark Large Company Fund | 22.59% | 21.23% | 14.72% | 7.64% | 12.78% | 7.52% | 7.53% | 6.49% | 11.44% | 7.92% | 4.76% | 3.64% |
IOLZX ICON Equity Fund | 10.48% | 10.69% | 22.21% | 4.75% | 18.57% | 14.12% | 0.00% | 3.46% | 1.60% | 0.00% | 0.00% | 0.00% |
Drawdowns
WMKGX vs. IOLZX - Drawdown Comparison
The maximum WMKGX drawdown since its inception was -49.55%, smaller than the maximum IOLZX drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for WMKGX and IOLZX.
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Drawdown Indicators
| WMKGX | IOLZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.55% | -56.03% | +6.48% |
Max Drawdown (1Y)Largest decline over 1 year | -12.93% | -15.69% | +2.76% |
Max Drawdown (5Y)Largest decline over 5 years | -31.06% | -27.77% | -3.29% |
Max Drawdown (10Y)Largest decline over 10 years | -34.60% | -41.04% | +6.44% |
Current DrawdownCurrent decline from peak | -8.00% | -10.48% | +2.48% |
Average DrawdownAverage peak-to-trough decline | -9.71% | -12.71% | +3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 4.76% | -1.62% |
Volatility
WMKGX vs. IOLZX - Volatility Comparison
The current volatility for WesMark Large Company Fund (WMKGX) is 5.99%, while ICON Equity Fund (IOLZX) has a volatility of 7.90%. This indicates that WMKGX experiences smaller price fluctuations and is considered to be less risky than IOLZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMKGX | IOLZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 7.90% | -1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 10.87% | 14.56% | -3.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.45% | 23.81% | -3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.63% | 21.38% | -2.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.21% | 22.28% | -3.07% |