WMKMX vs. FSMUX
Compare and contrast key facts about WesMark West Virginia Municipal Bond Fund (WMKMX) and Strategic Advisers Municipal Bond Fund (FSMUX).
WMKMX is managed by WesMark. It was launched on Apr 13, 1997. FSMUX is managed by Fidelity. It was launched on Jun 24, 2021.
Performance
WMKMX vs. FSMUX - Performance Comparison
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WMKMX vs. FSMUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WMKMX WesMark West Virginia Municipal Bond Fund | -1.14% | 5.50% | -0.01% | 4.26% | -8.45% | 0.18% |
FSMUX Strategic Advisers Municipal Bond Fund | -1.13% | 3.14% | 2.99% | 6.78% | -11.25% | 0.39% |
Returns By Period
The year-to-date returns for both investments are quite close, with WMKMX having a -1.14% return and FSMUX slightly higher at -1.13%.
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%
FSMUX
- 1D
- 0.11%
- 1M
- -2.56%
- YTD
- -1.13%
- 6M
- 0.12%
- 1Y
- 2.39%
- 3Y*
- 2.93%
- 5Y*
- —
- 10Y*
- —
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WMKMX vs. FSMUX - Expense Ratio Comparison
WMKMX has a 1.10% expense ratio, which is higher than FSMUX's 0.06% expense ratio.
Return for Risk
WMKMX vs. FSMUX — Risk / Return Rank
WMKMX
FSMUX
WMKMX vs. FSMUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark West Virginia Municipal Bond Fund (WMKMX) and Strategic Advisers Municipal Bond Fund (FSMUX). 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.
| WMKMX | FSMUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.63 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.34 | 0.87 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.28 | +0.79 |
Martin ratioReturn relative to average drawdown | 4.00 | 0.78 | +3.21 |
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
| WMKMX | FSMUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.63 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | -0.00 | +0.99 |
Correlation
The correlation between WMKMX and FSMUX is 0.85, 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
WMKMX vs. FSMUX - Dividend Comparison
WMKMX's dividend yield for the trailing twelve months is around 2.10%, less than FSMUX's 2.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FSMUX Strategic Advisers Municipal Bond Fund | 2.35% | 3.26% | 3.74% | 3.18% | 2.14% | 0.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WMKMX vs. FSMUX - Drawdown Comparison
The maximum WMKMX drawdown since its inception was -13.95%, smaller than the maximum FSMUX drawdown of -16.27%. Use the drawdown chart below to compare losses from any high point for WMKMX and FSMUX.
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Drawdown Indicators
| WMKMX | FSMUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.95% | -16.27% | +2.32% |
Max Drawdown (1Y)Largest decline over 1 year | -5.44% | -5.30% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -13.95% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -13.95% | — | — |
Current DrawdownCurrent decline from peak | -3.15% | -2.56% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -1.65% | -5.61% | +3.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 1.96% | -0.51% |
Volatility
WMKMX vs. FSMUX - Volatility Comparison
WesMark West Virginia Municipal Bond Fund (WMKMX) has a higher volatility of 1.25% compared to Strategic Advisers Municipal Bond Fund (FSMUX) at 0.99%. This indicates that WMKMX's price experiences larger fluctuations and is considered to be riskier than FSMUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMKMX | FSMUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.25% | 0.99% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 1.82% | 2.12% | -0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.38% | 6.65% | -1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.21% | 4.67% | -0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.59% | 4.67% | -1.08% |