WMKSX vs. NPSGX
WMKSX (WesMark Small Company Fund) and NPSGX (Nicholas Partners Small Cap Growth Fund) are both Small Cap Growth Equities funds. Over the past 5 years, WMKSX returned 11.00%/yr vs 6.99%/yr for NPSGX. Their correlation of 0.87 means they have usually moved in the same direction. WMKSX charges 1.24%/yr vs 1.13%/yr for NPSGX.
Performance
WMKSX vs. NPSGX - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both stocks are quite close, with WMKSX having a 18.70% return and NPSGX slightly lower at 18.68%.
WMKSX
- 1D
- 0.87%
- 1M
- -3.29%
- 6M
- 12.39%
- YTD
- 18.70%
- 1Y
- 29.43%
- 3Y*
- 21.54%
- 5Y*
- 11.00%
- 10Y*
- 13.14%
- ALL TIME*
- 9.52%
NPSGX
- 1D
- 3.61%
- 1M
- -5.65%
- 6M
- 10.69%
- YTD
- 18.68%
- 1Y
- 39.20%
- 3Y*
- 19.79%
- 5Y*
- 6.99%
- 10Y*
- —
- ALL TIME*
- 16.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WMKSX vs. NPSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WMKSX WesMark Small Company Fund | 18.70% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 10.07% |
NPSGX Nicholas Partners Small Cap Growth Fund | 18.68% | 17.88% | 20.83% | 20.05% | -31.62% | 10.52% | 69.72% | 22.14% |
Correlation
The correlation between WMKSX and NPSGX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jan 25, 2019 | 0.87 |
The correlation between WMKSX and NPSGX has been stable across timeframes, ranging from 0.82 to 0.87 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WMKSX vs. NPSGX — Risk / Return Rank
WMKSX
NPSGX
WMKSX vs. NPSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark Small Company Fund (WMKSX) and Nicholas Partners Small Cap Growth Fund (NPSGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WMKSX | NPSGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.24 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.95 | 2.72 | +0.23 |
| Martin ratioReturn relative to average drawdown | 9.24 | 8.54 | +0.70 |
Loading charts...
Drawdowns
WMKSX vs. NPSGX - Drawdown Comparison
The maximum WMKSX drawdown since its inception was -64.09%, which is greater than NPSGX's maximum drawdown of -46.95%. Use the drawdown chart below to compare losses from any high point for WMKSX and NPSGX.
Loading charts...
Drawdown Indicators
| WMKSX | NPSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.09% | -46.95% | -17.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.50% | -13.62% | +5.12% |
Max Drawdown (3Y)Largest decline over 3 years | -24.20% | -28.03% | +3.83% |
Max Drawdown (5Y)Largest decline over 5 years | -39.84% | -46.95% | +7.11% |
Max Drawdown (10Y)Largest decline over 10 years | -39.84% | — | — |
Current DrawdownCurrent decline from peak | -4.88% | -10.50% | +5.62% |
Average DrawdownAverage peak-to-trough decline | -15.61% | -17.62% | +2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 4.33% | -1.60% |
Volatility
WMKSX vs. NPSGX - Volatility Comparison
The current volatility for WesMark Small Company Fund (WMKSX) is 3.66%, while Nicholas Partners Small Cap Growth Fund (NPSGX) has a volatility of 8.27%. This indicates that WMKSX experiences smaller price fluctuations and is considered to be less risky than NPSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WMKSX | NPSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 8.27% | -4.61% |
Volatility (6M)Calculated over the trailing 6-month period | 12.35% | 21.91% | -9.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.88% | 26.76% | -8.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.08% | 28.47% | -2.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.92% | 28.71% | -4.79% |
WMKSX vs. NPSGX - Expense Ratio Comparison
WMKSX has a 1.24% expense ratio, which is higher than NPSGX's 1.13% expense ratio.
Dividends
WMKSX vs. NPSGX - Dividend Comparison
WMKSX's dividend yield for the trailing twelve months is around 19.30%, more than NPSGX's 3.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NPSGX Nicholas Partners Small Cap Growth Fund | 3.80% | 4.50% | 5.89% | 0.00% | 0.00% | 21.28% | 9.50% | 3.24% | 0.00% | 0.00% | 0.00% | 0.00% |
WMKSX WesMark Small Company Fund | 19.30% | 22.91% | 4.69% | 5.93% | 6.23% | 25.75% | 8.21% | 0.00% | 12.53% | 8.59% | 5.26% | 6.57% |
Frequently Asked Questions
WMKSX and NPSGX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NPSGX has higher volatility (8.27%) compared to WMKSX (3.66%). In terms of maximum drawdown, WMKSX dropped -64.09% vs NPSGX's -46.95%.
WMKSX currently has the higher Sharpe Ratio (1.40 vs 1.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for WMKSX and NPSGX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer