WMKSX vs. NEAGX
Compare and contrast key facts about WesMark Small Company Fund (WMKSX) and Needham Aggressive Growth Fund (NEAGX).
WMKSX is managed by WesMark. It was launched on Dec 31, 1993. NEAGX is managed by Needham. It was launched on Sep 4, 2001.
Performance
WMKSX vs. NEAGX - Performance Comparison
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WMKSX vs. NEAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMKSX WesMark Small Company Fund | 3.49% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 20.32% | -13.92% | 13.21% |
NEAGX Needham Aggressive Growth Fund | 11.92% | 26.40% | 14.31% | 37.65% | -27.53% | 37.56% | 51.53% | 43.82% | -16.09% | 8.75% |
Returns By Period
In the year-to-date period, WMKSX achieves a 3.49% return, which is significantly lower than NEAGX's 11.92% return. Over the past 10 years, WMKSX has underperformed NEAGX with an annualized return of 12.19%, while NEAGX has yielded a comparatively higher 18.04% annualized return.
WMKSX
- 1D
- 3.21%
- 1M
- -4.49%
- YTD
- 3.49%
- 6M
- 4.05%
- 1Y
- 28.76%
- 3Y*
- 19.52%
- 5Y*
- 8.65%
- 10Y*
- 12.19%
NEAGX
- 1D
- 4.33%
- 1M
- -7.75%
- YTD
- 11.92%
- 6M
- 14.19%
- 1Y
- 60.51%
- 3Y*
- 26.85%
- 5Y*
- 15.03%
- 10Y*
- 18.04%
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WMKSX vs. NEAGX - Expense Ratio Comparison
WMKSX has a 1.24% expense ratio, which is lower than NEAGX's 1.86% expense ratio.
Return for Risk
WMKSX vs. NEAGX — Risk / Return Rank
WMKSX
NEAGX
WMKSX vs. NEAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark Small Company Fund (WMKSX) and Needham Aggressive Growth Fund (NEAGX). 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.
| WMKSX | NEAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 2.14 | -0.84 |
Sortino ratioReturn per unit of downside risk | 1.89 | 2.71 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.38 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 4.27 | -2.21 |
Martin ratioReturn relative to average drawdown | 8.94 | 15.19 | -6.25 |
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
| WMKSX | NEAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 2.14 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.62 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.76 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.59 | -0.23 |
Correlation
The correlation between WMKSX and NEAGX is 0.84, 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
WMKSX vs. NEAGX - Dividend Comparison
WMKSX's dividend yield for the trailing twelve months is around 22.13%, more than NEAGX's 1.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMKSX WesMark Small Company Fund | 22.13% | 22.91% | 4.69% | 5.93% | 6.23% | 25.75% | 8.21% | 0.00% | 12.53% | 8.59% | 5.26% | 6.57% |
NEAGX Needham Aggressive Growth Fund | 1.91% | 2.14% | 0.00% | 0.00% | 0.00% | 7.10% | 3.91% | 10.64% | 16.57% | 5.17% | 6.72% | 11.88% |
Drawdowns
WMKSX vs. NEAGX - Drawdown Comparison
The maximum WMKSX drawdown since its inception was -64.09%, which is greater than NEAGX's maximum drawdown of -41.80%. Use the drawdown chart below to compare losses from any high point for WMKSX and NEAGX.
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Drawdown Indicators
| WMKSX | NEAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.09% | -41.80% | -22.29% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -14.01% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -39.84% | -36.31% | -3.53% |
Max Drawdown (10Y)Largest decline over 10 years | -39.84% | -36.31% | -3.53% |
Current DrawdownCurrent decline from peak | -5.56% | -7.75% | +2.19% |
Average DrawdownAverage peak-to-trough decline | -15.76% | -8.72% | -7.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 3.93% | -0.66% |
Volatility
WMKSX vs. NEAGX - Volatility Comparison
The current volatility for WesMark Small Company Fund (WMKSX) is 6.81%, while Needham Aggressive Growth Fund (NEAGX) has a volatility of 11.64%. This indicates that WMKSX experiences smaller price fluctuations and is considered to be less risky than NEAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMKSX | NEAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.81% | 11.64% | -4.83% |
Volatility (6M)Calculated over the trailing 6-month period | 13.26% | 19.84% | -6.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.92% | 28.93% | -6.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.12% | 24.33% | +1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.93% | 23.90% | +0.03% |