WMKTX vs. WMBLX
Compare and contrast key facts about WesMark Tactical Opportunity Fund (WMKTX) and WesMark Balanced Fund (WMBLX).
WMKTX is managed by WesMark. It was launched on Feb 28, 2017. WMBLX is managed by WesMark. It was launched on Apr 19, 1998.
Performance
WMKTX vs. WMBLX - Performance Comparison
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WMKTX vs. WMBLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMKTX WesMark Tactical Opportunity Fund | -0.47% | 15.41% | 7.19% | 7.10% | -12.40% | 13.90% | 7.01% | 16.62% | -5.20% | 8.33% |
WMBLX WesMark Balanced Fund | -0.46% | 10.81% | 9.28% | 4.97% | -7.22% | 15.85% | 2.82% | 20.32% | -4.61% | 6.48% |
Returns By Period
The year-to-date returns for both investments are quite close, with WMKTX having a -0.47% return and WMBLX slightly higher at -0.46%.
WMKTX
- 1D
- 0.16%
- 1M
- -5.64%
- YTD
- -0.47%
- 6M
- 2.07%
- 1Y
- 12.97%
- 3Y*
- 8.87%
- 5Y*
- 4.76%
- 10Y*
- —
WMBLX
- 1D
- 0.08%
- 1M
- -4.05%
- YTD
- -0.46%
- 6M
- 2.22%
- 1Y
- 10.61%
- 3Y*
- 8.13%
- 5Y*
- 5.23%
- 10Y*
- 6.62%
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WMKTX vs. WMBLX - Expense Ratio Comparison
WMKTX has a 1.43% expense ratio, which is higher than WMBLX's 1.24% expense ratio.
Return for Risk
WMKTX vs. WMBLX — Risk / Return Rank
WMKTX
WMBLX
WMKTX vs. WMBLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WesMark Tactical Opportunity Fund (WMKTX) and WesMark Balanced Fund (WMBLX). 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.
| WMKTX | WMBLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.11 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.59 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.24 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.23 | +0.22 |
Martin ratioReturn relative to average drawdown | 7.06 | 5.60 | +1.46 |
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
| WMKTX | WMBLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.11 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.52 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.44 | +0.01 |
Correlation
The correlation between WMKTX and WMBLX is 0.89, 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
WMKTX vs. WMBLX - Dividend Comparison
WMKTX's dividend yield for the trailing twelve months is around 4.34%, less than WMBLX's 7.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMKTX WesMark Tactical Opportunity Fund | 4.34% | 4.91% | 1.42% | 0.83% | 2.79% | 11.76% | 0.74% | 3.72% | 0.57% | 2.00% | 0.00% | 0.00% |
WMBLX WesMark Balanced Fund | 7.65% | 7.70% | 9.82% | 4.70% | 3.78% | 6.03% | 1.63% | 6.20% | 5.83% | 4.32% | 3.80% | 6.73% |
Drawdowns
WMKTX vs. WMBLX - Drawdown Comparison
The maximum WMKTX drawdown since its inception was -28.48%, smaller than the maximum WMBLX drawdown of -35.88%. Use the drawdown chart below to compare losses from any high point for WMKTX and WMBLX.
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Drawdown Indicators
| WMKTX | WMBLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.48% | -35.88% | +7.40% |
Max Drawdown (1Y)Largest decline over 1 year | -8.71% | -8.60% | -0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -25.49% | -17.77% | -7.72% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.30% | — |
Current DrawdownCurrent decline from peak | -5.64% | -4.90% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -6.41% | -0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 1.89% | -0.09% |
Volatility
WMKTX vs. WMBLX - Volatility Comparison
WesMark Tactical Opportunity Fund (WMKTX) has a higher volatility of 3.27% compared to WesMark Balanced Fund (WMBLX) at 2.32%. This indicates that WMKTX's price experiences larger fluctuations and is considered to be riskier than WMBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMKTX | WMBLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 2.32% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 6.60% | 5.03% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.36% | 10.31% | +1.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.34% | 10.19% | +2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.27% | 10.79% | +2.48% |