WMKSX vs. RYWCX
WMKSX (WesMark Small Company Fund) and RYWCX (Rydex S&P SmallCap 600 Pure Growth Fund) are both Small Cap Growth Equities funds. Over the past 10 years, WMKSX returned 13.90%/yr vs 8.02%/yr for RYWCX. Their correlation of 0.92 suggests significant overlap in exposure. WMKSX charges 1.24%/yr vs 2.26%/yr for RYWCX.
Performance
WMKSX vs. RYWCX - Performance Comparison
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Returns By Period
In the year-to-date period, WMKSX achieves a 20.68% return, which is significantly lower than RYWCX's 26.17% return. Over the past 10 years, WMKSX has outperformed RYWCX with an annualized return of 13.90%, while RYWCX has yielded a comparatively lower 8.02% annualized return.
WMKSX
- 1D
- 1.67%
- 1M
- 5.13%
- YTD
- 20.68%
- 6M
- 18.10%
- 1Y
- 37.28%
- 3Y*
- 24.61%
- 5Y*
- 12.17%
- 10Y*
- 13.90%
RYWCX
- 1D
- 2.18%
- 1M
- 8.60%
- YTD
- 26.17%
- 6M
- 21.54%
- 1Y
- 39.57%
- 3Y*
- 16.68%
- 5Y*
- 4.31%
- 10Y*
- 8.02%
WMKSX vs. RYWCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMKSX WesMark Small Company Fund | 20.68% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 20.32% | -13.92% | 13.21% |
RYWCX Rydex S&P SmallCap 600 Pure Growth Fund | 26.17% | 7.76% | 7.20% | 17.03% | -30.33% | 16.37% | 15.23% | 11.58% | -9.55% | 15.23% |
Correlation
The correlation between WMKSX and RYWCX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2005 | 0.92 |
The correlation between WMKSX and RYWCX has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.
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Return for Risk
WMKSX vs. RYWCX — Risk / Return Rank
WMKSX
RYWCX
WMKSX vs. RYWCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark Small Company Fund (WMKSX) and Rydex S&P SmallCap 600 Pure Growth Fund (RYWCX). 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 | RYWCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.36 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.33 | 4.69 | -0.35 |
| Martin ratioReturn relative to average drawdown | 14.51 | 15.47 | -0.96 |
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Drawdowns
WMKSX vs. RYWCX - Drawdown Comparison
The maximum WMKSX drawdown since its inception was -64.09%, which is greater than RYWCX's maximum drawdown of -60.64%. Use the drawdown chart below to compare losses from any high point for WMKSX and RYWCX.
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Drawdown Indicators
| WMKSX | RYWCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.09% | -60.64% | -3.45% |
Max Drawdown (1Y)Largest decline over 1 year | -8.50% | -8.49% | -0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -24.20% | -26.39% | +2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -39.84% | -40.28% | +0.44% |
Max Drawdown (10Y)Largest decline over 10 years | -39.84% | -54.65% | +14.81% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -15.66% | -13.42% | -2.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.57% | -0.04% |
Volatility
WMKSX vs. RYWCX - Volatility Comparison
The current volatility for WesMark Small Company Fund (WMKSX) is 4.89%, while Rydex S&P SmallCap 600 Pure Growth Fund (RYWCX) has a volatility of 5.76%. This indicates that WMKSX experiences smaller price fluctuations and is considered to be less risky than RYWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMKSX | RYWCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 5.76% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 12.38% | 13.93% | -1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.90% | 18.75% | -0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.13% | 22.94% | +3.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.98% | 24.75% | -0.77% |
WMKSX vs. RYWCX - Expense Ratio Comparison
WMKSX has a 1.24% expense ratio, which is lower than RYWCX's 2.26% expense ratio.
Dividends
WMKSX vs. RYWCX - Dividend Comparison
WMKSX's dividend yield for the trailing twelve months is around 18.98%, while RYWCX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYWCX Rydex S&P SmallCap 600 Pure Growth Fund | 0.00% | 0.00% | 14.52% | 0.00% | 0.00% | 59.93% | 0.00% | 0.00% | 9.26% | 3.92% | 0.00% | 0.00% |
WMKSX WesMark Small Company Fund | 18.98% | 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
With a correlation of 0.91, WMKSX and RYWCX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RYWCX has higher volatility (5.76%) compared to WMKSX (4.89%). In terms of maximum drawdown, WMKSX dropped -64.09% vs RYWCX's -60.64%.
RYWCX currently has the higher Sharpe Ratio (2.12 vs 2.06), 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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