WMKMX vs. WMKSX
Compare and contrast key facts about WesMark West Virginia Municipal Bond Fund (WMKMX) and WesMark Small Company Fund (WMKSX).
WMKMX is managed by WesMark. It was launched on Apr 13, 1997. WMKSX is managed by WesMark. It was launched on Dec 31, 1993.
Performance
WMKMX vs. WMKSX - Performance Comparison
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WMKMX vs. WMKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
WMKSX WesMark Small Company Fund | 0.27% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 20.32% | -13.92% | 13.21% |
Returns By Period
In the year-to-date period, WMKMX achieves a -1.14% return, which is significantly lower than WMKSX's 0.27% return. Over the past 10 years, WMKMX has underperformed WMKSX with an annualized return of 1.07%, while WMKSX has yielded a comparatively higher 11.83% annualized return.
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%
WMKSX
- 1D
- -1.48%
- 1M
- -6.99%
- YTD
- 0.27%
- 6M
- 1.33%
- 1Y
- 25.63%
- 3Y*
- 18.27%
- 5Y*
- 8.33%
- 10Y*
- 11.83%
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WMKMX vs. WMKSX - Expense Ratio Comparison
WMKMX has a 1.10% expense ratio, which is lower than WMKSX's 1.24% expense ratio.
Return for Risk
WMKMX vs. WMKSX — Risk / Return Rank
WMKMX
WMKSX
WMKMX vs. WMKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark West Virginia Municipal Bond Fund (WMKMX) and WesMark Small Company Fund (WMKSX). 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 | WMKSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.11 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.66 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.22 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.63 | -0.56 |
Martin ratioReturn relative to average drawdown | 4.00 | 7.10 | -3.10 |
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 | WMKSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.11 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.32 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.50 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.36 | +0.63 |
Correlation
The correlation between WMKMX and WMKSX is -0.10. 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
WMKMX vs. WMKSX - Dividend Comparison
WMKMX's dividend yield for the trailing twelve months is around 2.10%, less than WMKSX's 22.84% 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% |
WMKSX WesMark Small Company Fund | 22.84% | 22.91% | 4.69% | 5.93% | 6.23% | 25.75% | 8.21% | 0.00% | 12.53% | 8.59% | 5.26% | 6.57% |
Drawdowns
WMKMX vs. WMKSX - Drawdown Comparison
The maximum WMKMX drawdown since its inception was -13.95%, smaller than the maximum WMKSX drawdown of -64.09%. Use the drawdown chart below to compare losses from any high point for WMKMX and WMKSX.
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Drawdown Indicators
| WMKMX | WMKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.95% | -64.09% | +50.14% |
Max Drawdown (1Y)Largest decline over 1 year | -5.44% | -14.18% | +8.74% |
Max Drawdown (5Y)Largest decline over 5 years | -13.95% | -39.84% | +25.89% |
Max Drawdown (10Y)Largest decline over 10 years | -13.95% | -39.84% | +25.89% |
Current DrawdownCurrent decline from peak | -3.15% | -8.50% | +5.35% |
Average DrawdownAverage peak-to-trough decline | -1.65% | -15.76% | +14.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 3.25% | -1.80% |
Volatility
WMKMX vs. WMKSX - Volatility Comparison
The current volatility for WesMark West Virginia Municipal Bond Fund (WMKMX) is 1.25%, while WesMark Small Company Fund (WMKSX) has a volatility of 5.89%. This indicates that WMKMX experiences smaller price fluctuations and is considered to be less risky than WMKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMKMX | WMKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.25% | 5.89% | -4.64% |
Volatility (6M)Calculated over the trailing 6-month period | 1.82% | 12.88% | -11.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.38% | 22.75% | -17.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.21% | 26.08% | -21.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.59% | 23.91% | -20.32% |