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WMKGX: WESMARK GROWTH FUND WESMARK GROWTH FUND (MUTUAL FUND)
Basic Info 23.51 0.11(0.47%) May 24
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (86%) |
Start Date: | 06/23/1997 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 8.08% |
Expenses | 1.14% |
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Performance Analytics (As of 05/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.2 | 8.7 | 26.4 | 5.5 | 13.3 | 9.9 | 12.1 | 8.2 | 8.4 | 21.7 | -21.5 | 26.0 | 26.4 | 26.6 | -6.4 | 24.2 | 0.5 | -1.9 | 10.7 | 34.9 | 11.7 | -6.0 | 19.2 | 27.1 | -35.0 | 10.4 | 9.0 | 5.0 | 2.3 | 36.2 | -23.9 | -13.6 | 21.8 | 42.2 | 14.2 | 1.5 |
Sharpe Ratio | NA | 2.13 | 1.97 | 0.21 | 0.51 | 0.48 | NA | NA | 0.35 | 1.38 | -0.9 | 1.46 | 0.74 | 1.91 | -0.42 | 3.29 | 0.02 | -0.12 | 0.84 | 3.0 | 0.87 | -0.23 | 1.03 | 1.03 | -0.84 | 0.5 | 0.53 | 0.26 | 0.11 | 2.1 | -0.88 | -0.82 | 0.94 | 1.96 | 0.52 | -0.03 |
Draw Down(%) | NA | 4.8 | 9.8 | 31.1 | 34.6 | 34.6 | NA | NA | 49.6 | 9.8 | 26.6 | 10.1 | 34.6 | 9.0 | 21.6 | 2.3 | 14.9 | 14.3 | 9.5 | 5.5 | 10.6 | 25.2 | 15.8 | 24.2 | 48.9 | 8.2 | 10.7 | 8.1 | 11.9 | 10.5 | 35.6 | 29.3 | 7.4 | 8.9 | 25.6 | 13.5 |
Standard Deviation(%) | NA | 11.7 | 11.5 | 19.1 | 22.6 | 18.9 | NA | NA | 20.1 | 12.8 | 25.7 | 17.8 | 35.3 | 13.2 | 18.2 | 7.2 | 14.1 | 16.5 | 12.6 | 11.6 | 13.5 | 25.9 | 18.6 | 26.1 | 42.6 | 14.8 | 10.9 | 10.9 | 12.1 | 16.9 | 28.4 | 19.7 | 18.9 | 19.9 | 20.8 | 17.5 |
Treynor Ratio | NA | 0.25 | 0.23 | 0.04 | 0.12 | 0.09 | NA | NA | 0.07 | 0.19 | -0.24 | 0.27 | 0.26 | 0.24 | -0.07 | 0.23 | 0.0 | -0.02 | 0.1 | 0.34 | 0.11 | -0.06 | 0.19 | 0.29 | -0.35 | 0.08 | 0.06 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | NA | NA | 0.01 | -0.01 | -0.02 | 0.0 | 0.02 | -0.02 | -0.01 | 0.01 | -0.04 | -0.01 | -0.01 | 0.0 | -0.02 | -0.03 | 0.01 | 0.0 | 0.02 | 0.02 | -0.02 | 0.0 | -0.02 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.98 | 0.96 | 0.96 | 0.99 | 1.01 | NA | NA | 1.01 | 0.93 | 0.97 | 0.95 | 1.01 | 1.03 | 1.05 | 1.01 | 1.04 | 1.05 | 1.08 | 1.03 | 1.03 | 1.09 | 1.01 | 0.94 | 1.03 | 0.91 | 1.02 | 1.0 | 1.03 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.95 | 0.96 | 0.78 | 0.9 | 0.91 | NA | NA | 0.7 | 0.94 | 0.88 | 0.51 | 0.99 | 0.96 | 0.97 | 0.89 | 0.95 | 0.97 | 0.97 | 0.97 | 0.97 | 0.99 | 0.98 | 0.97 | 0.98 | 0.96 | 0.92 | 0.89 | 0.83 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.7 | 8.9 | 8.9 | 8.7 | 7.7 | 9.5 | 9.0 | 4.7 | 3.5 | 3.8 | 3.5 | 3.1 | 0.6 | 0.4 | 0.9 | 1.0 | 9.3 | 5.7 | 0.0 | 0.9 | 0.7 | 0.9 | 4.1 | 23.1 | 13.3 | 7.4 | 0.7 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -32.3 | 18.6 | 16.8 | 36.3 | -32.7 | 21.4 | 91.5 | 25.5 | -1.8 | 37.5 | 23.9 | 425.3 | 78.6 | -47.5 | -43.3 | -89.1 | 65.0 | 15520.0 | -95.8 | 72.5 | -41.5 | -80.8 | -82.7 | 120.1 | 90.0 | 910.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/1997
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