Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMBDX (WESMARK GOVERNMENT BOND FUND WESMARK GOVERNMENT BOND FUND) | -0.33% | 4.02% | 3.28% | -1.89% | -0.21% | 0.48% | 1.60% | … | … |
Data as of 06/04/2026, Common starting date is 04/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMBDX (WESMARK GOVERNMENT BOND FUND WESMARK GOVERNMENT BOND FUND) | 04/29/1998 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.02 | 3.28 | -1.89 | -0.21 | 0.48 | 1.60 | … | … | -0.33 | 7.00 | 0.89 | 2.71 | -17.10 | -1.37 | 3.62 | 4.74 | 0.79 | 1.02 | 0.50 | 0.67 | 4.44 | -3.51 | 2.75 | 4.71 | 3.09 | 4.00 | 6.01 | 6.06 | 4.09 | 1.15 | 2.98 | 2.58 | 4.14 | 8.23 | 10.81 | -2.26 | 5.89 |
| Sharpe Ratio | NA | 0.55 | 0.06 | -0.71 | -0.38 | NA | NA | … | … | -0.67 | 0.84 | -0.47 | -0.12 | -2.45 | -0.54 | 1.04 | 1.17 | -0.23 | 0.15 | 0.12 | 0.21 | 1.58 | -1.09 | 1.35 | 1.78 | 1.44 | 1.56 | 0.85 | 0.83 | 0.24 | -0.45 | 0.57 | 0.61 | 0.91 | 1.22 | 1.40 | -1.23 | 1.76 |
| Standard Deviation(%) | NA | 4.22 | 5.89 | 6.12 | 4.72 | NA | NA | … | … | 4.48 | 4.89 | 5.77 | 7.67 | 7.59 | 2.57 | 3.24 | 2.79 | 2.59 | 2.43 | 2.43 | 3.11 | 2.81 | 3.25 | 2.02 | 2.63 | 2.08 | 2.49 | 5.91 | 3.54 | 2.79 | 2.46 | 3.49 | 3.05 | 3.28 | 4.81 | 4.70 | 4.56 | 3.10 |
| Draw Down(%) | NA | 3.49 | 8.03 | 24.49 | 24.51 | NA | NA | … | … | 3.49 | 3.10 | 4.45 | 9.33 | 19.15 | 2.48 | 4.27 | 1.39 | 2.48 | 1.63 | 3.64 | 1.82 | 1.10 | 5.25 | 0.86 | 1.54 | 1.42 | 1.34 | 3.06 | 1.91 | 1.68 | 1.84 | 3.54 | 2.49 | 2.01 | 3.33 | 3.98 | 4.84 | 1.59 |
| Yield(%) | 0.00 | 3.35 | 3.37 | 2.27 | 2.00 | 1.98 | 2.53 | … | … | 1.18 | 3.66 | 3.40 | 3.21 | 1.55 | 1.32 | 2.09 | 2.13 | 1.68 | 1.74 | 1.53 | 1.57 | 1.86 | 1.95 | 2.25 | 2.67 | 3.07 | 3.26 | 4.23 | 4.36 | 4.08 | 3.44 | 3.43 | 2.66 | 3.48 | 5.45 | 6.33 | 5.52 | 4.10 |
Data as of 06/04/2026, Common starting date is 04/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMBDX (WESMARK GOVERNMENT BOND FUND WESMARK GOVERNMENT BOND FUND) |
-8.24%
Oct 2020 – Oct 2023 |
-3.10%
Oct 2018 – Oct 2023 |
-1.23%
Oct 2013 – Oct 2023 |
0.21%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMBDX (WESMARK GOVERNMENT BOND FUND WESMARK GOVERNMENT BOND FUND) |
8.31%
May 2000 – May 2003 |
5.90%
Jan 2000 – Jan 2005 |
5.22%
May 2000 – May 2010 |
4.21%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart