WMKSX vs. QASGX
WMKSX (WesMark Small Company Fund) and QASGX (Federated Hermes MDT Small Cap Growth Fund Class A) are both Small Cap Growth Equities funds. Over the past 10 years, WMKSX returned 13.14%/yr vs 12.51%/yr for QASGX. Their correlation of 0.88 means they have usually moved in the same direction. WMKSX charges 1.24%/yr vs 1.14%/yr for QASGX.
Performance
WMKSX vs. QASGX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with WMKSX having a 18.70% return and QASGX slightly higher at 18.79%. Both investments have delivered pretty close results over the past 10 years, with WMKSX having a 13.14% annualized return and QASGX not far behind at 12.51%.
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%
QASGX
- 1D
- 2.11%
- 1M
- -2.68%
- 6M
- 13.06%
- YTD
- 18.79%
- 1Y
- 34.94%
- 3Y*
- 17.55%
- 5Y*
- 8.14%
- 10Y*
- 12.51%
- ALL TIME*
- 9.47%
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. QASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMKSX WesMark Small Company Fund | 18.70% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 20.32% | -13.92% | 13.21% |
QASGX Federated Hermes MDT Small Cap Growth Fund Class A | 18.79% | 17.47% | 15.32% | 19.33% | -28.47% | 17.88% | 29.55% | 20.87% | -6.58% | 24.88% |
Correlation
The correlation between WMKSX and QASGX is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2006 | 0.88 |
Over the past year, the correlation between WMKSX and QASGX has dropped to 0.33 - well below their long-term average of 0.88, suggesting their price drivers have been diverging.
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Return for Risk
WMKSX vs. QASGX — Risk / Return Rank
WMKSX
QASGX
WMKSX vs. QASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark Small Company Fund (WMKSX) and Federated Hermes MDT Small Cap Growth Fund Class A (QASGX). 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 | QASGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.30 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.95 | 2.58 | +0.36 |
| Martin ratioReturn relative to average drawdown | 9.24 | 9.21 | +0.03 |
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Drawdowns
WMKSX vs. QASGX - Drawdown Comparison
The maximum WMKSX drawdown since its inception was -64.09%, which is greater than QASGX's maximum drawdown of -60.88%. Use the drawdown chart below to compare losses from any high point for WMKSX and QASGX.
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Drawdown Indicators
| WMKSX | QASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.09% | -60.88% | -3.21% |
Max Drawdown (1Y)Largest decline over 1 year | -8.50% | -13.27% | +4.77% |
Max Drawdown (3Y)Largest decline over 3 years | -24.20% | -27.33% | +3.13% |
Max Drawdown (5Y)Largest decline over 5 years | -39.84% | -38.71% | -1.13% |
Max Drawdown (10Y)Largest decline over 10 years | -39.84% | -45.30% | +5.46% |
Current DrawdownCurrent decline from peak | -4.88% | -4.31% | -0.57% |
Average DrawdownAverage peak-to-trough decline | -15.61% | -14.08% | -1.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 3.72% | -0.99% |
Volatility
WMKSX vs. QASGX - Volatility Comparison
The current volatility for WesMark Small Company Fund (WMKSX) is 3.66%, while Federated Hermes MDT Small Cap Growth Fund Class A (QASGX) has a volatility of 5.14%. This indicates that WMKSX experiences smaller price fluctuations and is considered to be less risky than QASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMKSX | QASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 5.14% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.35% | 16.24% | -3.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.88% | 21.72% | -3.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.08% | 24.61% | +1.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.92% | 24.68% | -0.76% |
WMKSX vs. QASGX - Expense Ratio Comparison
WMKSX has a 1.24% expense ratio, which is higher than QASGX's 1.14% expense ratio.
Dividends
WMKSX vs. QASGX - Dividend Comparison
WMKSX's dividend yield for the trailing twelve months is around 19.30%, more than QASGX's 3.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QASGX Federated Hermes MDT Small Cap Growth Fund Class A | 3.57% | 4.24% | 0.00% | 0.00% | 3.33% | 31.38% | 0.47% | 0.00% | 7.34% | 5.29% | 1.67% | 19.08% |
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 QASGX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
QASGX has higher volatility (5.14%) compared to WMKSX (3.66%). In terms of maximum drawdown, WMKSX dropped -64.09% vs QASGX's -60.88%.
QASGX currently has the higher Sharpe Ratio (1.58 vs 1.40), 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.
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