WMKSX vs. UMBHX

Last updated Jun 3, 2026

WMKSX (WesMark Small Company Fund) and UMBHX (Carillon Scout Small Cap Fund) are both Small Cap Growth Equities funds. At a correlation of -1.00, they often move in opposite directions. WMKSX charges 1.24%/yr vs 0.90%/yr for UMBHX.

Performance

WMKSX vs. UMBHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WesMark Small Company Fund (WMKSX) and Carillon Scout Small Cap Fund (UMBHX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

WMKSX

• 1D: -0.18%
• 1M: 1.63%
• YTD: 15.00%
• 6M: 14.59%
• 1Y: 32.75%
• 3Y*: 23.52%
• 5Y*: 10.25%
• 10Y*: 13.21%

UMBHX

• 1D: -1.21%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WMKSX vs. UMBHX - Yearly Performance Comparison

	2026 (YTD)
WMKSX WesMark Small Company Fund	-0.77%
UMBHX Carillon Scout Small Cap Fund	-1.86%

Correlation

The correlation between WMKSX and UMBHX is -1.00, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	-1.00

Return for Risk

WMKSX vs. UMBHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WMKSX

WMKSX Risk / Return Rank: 52
WMKSX Sharpe Ratio Rank: 40
WMKSX Sortino Ratio Rank: 39
WMKSX Omega Ratio Rank: 35
WMKSX Calmar Ratio Rank: 82
WMKSX Martin Ratio Rank: 65

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WMKSX vs. UMBHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WesMark Small Company Fund (WMKSX) and Carillon Scout Small Cap Fund (UMBHX). 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	UMBHX	Difference
Sharpe ratio Return per unit of total volatility	1.85	—	—
Sortino ratio Return per unit of downside risk	2.61	—	—
Omega ratio Gain probability vs. loss probability	1.31	—	—
Calmar ratio Return relative to maximum drawdown	3.80	—	—
Martin ratio Return relative to average drawdown	12.72	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	WMKSX	UMBHX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.85	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.39	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.55	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.37	-20.59	+20.96

Drawdowns

WMKSX vs. UMBHX - Drawdown Comparison

The maximum WMKSX drawdown since its inception was -64.09%, which is greater than UMBHX's maximum drawdown of -1.86%. Use the drawdown chart below to compare losses from any high point for WMKSX and UMBHX.

Drawdown Indicators

	WMKSX	UMBHX	Difference
Max Drawdown Largest peak-to-trough decline	-64.09%	-1.86%	-62.23%
Max Drawdown (1Y) Largest decline over 1 year	-8.50%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-24.20%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-39.84%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-39.84%	—	—
Current Drawdown Current decline from peak	-0.94%	-1.86%	+0.92%
Average Drawdown Average peak-to-trough decline	-15.68%	-1.26%	-14.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.54%	—	—

Volatility

Volatility by Period

	WMKSX	UMBHX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.74%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.05%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.73%	6.22%	+11.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.10%	6.22%	+19.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.97%	6.22%	+17.75%

WMKSX vs. UMBHX - Expense Ratio Comparison

WMKSX has a 1.24% expense ratio, which is higher than UMBHX's 0.90% expense ratio.

Dividends

WMKSX vs. UMBHX - Dividend Comparison

WMKSX's dividend yield for the trailing twelve months is around 19.92%, while UMBHX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
UMBHX Carillon Scout Small Cap Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
WMKSX WesMark Small Company Fund	19.92%	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

Can I hold both WMKSX and UMBHX in my portfolio?

WMKSX and UMBHX have a correlation of -1.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.