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WMKSX: WESMARK SMALL COMPANY GROWTH FUND WESMARK SMALL COMPANY GROWTH FUND (MUTUAL FUND)
Basic Info 16.68 0.18(1.09%) July 03
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 01/28/1994 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 5.16% |
| Expenses | 1.25% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/28/1994 |
2024 | 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 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.9 | 8.2 | 24.3 | 11.7 | 6.1 | 5.3 | 8.4 | 7.0 | 7.6 | 16.9 | 13.0 | -25.2 | -2.9 | 26.0 | 20.3 | -13.9 | 13.2 | 11.4 | -2.9 | 3.1 | 40.0 | 4.1 | 0.1 | 24.9 | 34.6 | -35.3 | 14.8 | 9.4 | 11.5 | 2.6 | 47.2 | -32.8 | -11.3 | -5.6 | 119.4 | -24.0 | 12.8 | 17.4 | 34.8 | -0.0 |
| Sharpe Ratio | NA | 0.5 | 0.84 | 0.38 | 0.16 | 0.17 | NA | NA | 0.23 | 0.52 | 0.47 | -1.0 | -0.09 | 0.7 | 1.13 | -0.81 | 1.24 | 0.7 | -0.18 | 0.19 | 2.71 | 0.23 | 0.0 | 1.15 | 1.1 | -0.81 | 0.7 | 0.42 | 0.61 | 0.09 | 2.04 | -1.12 | -0.42 | -0.25 | 3.02 | -0.66 | 0.42 | 0.71 | 1.81 | -0.23 |
| Draw Down(%) | NA | 23.6 | 24.2 | 24.2 | 44.9 | 44.9 | NA | NA | 65.1 | 11.8 | 13.3 | 27.5 | 28.9 | 37.5 | 11.4 | 26.9 | 5.4 | 15.3 | 12.2 | 13.4 | 6.4 | 16.1 | 28.0 | 14.5 | 27.6 | 51.2 | 10.0 | 15.8 | 11.4 | 22.9 | 16.7 | 47.2 | 39.2 | 34.0 | 14.8 | 46.4 | 14.2 | 16.3 | 8.7 | 12.7 |
| Standard Deviation(%) | NA | 28.0 | 25.1 | 22.0 | 24.7 | 23.1 | NA | NA | 25.4 | 19.7 | 18.9 | 26.8 | 31.7 | 36.6 | 16.8 | 18.9 | 10.2 | 16.1 | 15.8 | 15.9 | 14.7 | 17.9 | 32.1 | 21.6 | 31.3 | 44.7 | 17.0 | 14.7 | 15.4 | 18.5 | 22.8 | 30.4 | 32.8 | 38.3 | 38.5 | 41.3 | 21.9 | 19.4 | 17.1 | 13.0 |
| Treynor Ratio | NA | 0.15 | 0.22 | 0.09 | 0.05 | 0.04 | NA | NA | 0.07 | 0.11 | 0.1 | -0.36 | -0.03 | 0.28 | 0.19 | -0.16 | 0.14 | 0.13 | -0.03 | 0.03 | 0.4 | 0.04 | 0.0 | 0.28 | 0.37 | -0.36 | 0.13 | 0.07 | 0.1 | 0.02 | 0.42 | -0.31 | -0.12 | -0.26 | 10.95 | -0.52 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.06 | 0.04 | 0.0 | 0.0 | -0.01 | NA | NA | 0.01 | 0.0 | -0.02 | -0.02 | -0.02 | -0.02 | -0.04 | -0.04 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | -0.05 | 0.01 | -0.01 | -0.01 | 0.03 | 0.02 | 0.0 | 0.01 | -0.05 | 0.0 | -0.08 | -0.04 | -0.01 | 0.32 | -0.09 | NA | NA | NA | NA |
| Beta | NA | 0.94 | 0.97 | 0.88 | 0.85 | 0.88 | NA | NA | 0.87 | 0.97 | 0.86 | 0.74 | 0.94 | 0.91 | 1.01 | 0.94 | 0.89 | 0.85 | 0.95 | 0.98 | 0.99 | 1.0 | 0.98 | 0.88 | 0.93 | 1.01 | 0.9 | 0.84 | 0.97 | 0.95 | 1.1 | 1.09 | 1.14 | 0.37 | 0.11 | 0.53 | NA | NA | NA | NA |
| RSquared | NA | 0.95 | 0.93 | 0.85 | 0.7 | 0.8 | NA | NA | 0.58 | 0.84 | 0.79 | 0.83 | 0.44 | 0.89 | 0.9 | 0.92 | 0.82 | 0.85 | 0.92 | 0.93 | 0.94 | 0.92 | 0.97 | 0.95 | 0.95 | 0.96 | 0.94 | 0.93 | 0.87 | 0.89 | 0.87 | 0.8 | 0.76 | 0.11 | 0.0 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 5.2 | 2.0 | 1.2 | 3.4 | 5.4 | 4.6 | N/A | 5.5 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 9.5 | 8.9 | 5.7 | 6.0 | 2.8 | 2.1 | 5.0 | 6.8 | 1.3 | 0.3 | 0.1 | 3.4 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 2.5 | 0.0 | 0.1 | 0.3 | 1.0 | 0.6 | 0.0 | 2.2 |
| Dividend Growth(%) | N/A | -100.0 | 3520.0 | N/A | -81.0 | 109.3 | 936.6 | N/A | N/A | 1508.9 | N/A | N/A | N/A | N/A | -100.0 | 11.6 | 70.2 | -15.2 | 115.4 | 82.0 | -58.5 | -31.6 | 520.0 | 605.9 | 30.8 | -95.8 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | -62.5 | -68.0 | 108.3 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/28/1994
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