Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMBLX (WESMARK BALANCED FUND WESMARK BALANCED FUND) | 10.18% | 22.36% | 12.13% | 4.88% | 6.77% | 6.83% | 6.30% | … | … |
Data as of 06/04/2026, Common starting date is 05/21/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMBLX (WESMARK BALANCED FUND WESMARK BALANCED FUND) | 05/21/1998 | 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 (%) | 1.24 | 22.36 | 12.13 | 4.88 | 6.77 | 6.83 | 6.30 | … | … | 10.18 | 10.81 | 9.27 | 4.98 | -9.31 | 10.40 | 2.86 | 20.30 | -4.58 | 10.77 | 9.69 | -1.93 | 7.50 | 13.57 | 8.42 | 5.07 | 12.58 | 19.66 | -21.30 | 9.13 | 9.63 | 3.17 | 1.70 | 18.59 | -18.67 | -8.86 | 13.35 | 12.48 | 8.53 |
| Sharpe Ratio | NA | 2.76 | 1.05 | 0.23 | 0.47 | NA | NA | … | … | 2.60 | 0.77 | 0.79 | 0.18 | -0.77 | 1.05 | 0.12 | 2.69 | -0.62 | 2.57 | 1.35 | -0.23 | 1.17 | 2.07 | 1.11 | 0.40 | 1.09 | 1.17 | -0.94 | 0.62 | 0.83 | 0.13 | 0.10 | 1.64 | -1.07 | -0.88 | 0.69 | 0.76 | 1.08 |
| Standard Deviation(%) | NA | 7.03 | 8.45 | 9.98 | 10.73 | NA | NA | … | … | 8.11 | 10.35 | 7.11 | 7.58 | 13.95 | 9.92 | 20.87 | 7.01 | 9.71 | 3.95 | 7.03 | 8.39 | 6.39 | 6.54 | 7.61 | 12.54 | 11.42 | 16.67 | 23.58 | 9.72 | 7.49 | 7.20 | 7.40 | 10.90 | 18.43 | 13.11 | 13.29 | 11.92 | 10.09 |
| Draw Down(%) | NA | 4.97 | 11.57 | 17.71 | 23.30 | NA | NA | … | … | 4.97 | 11.44 | 4.10 | 7.59 | 15.52 | 6.26 | 23.30 | 3.51 | 11.85 | 1.65 | 4.46 | 8.32 | 4.46 | 5.15 | 6.01 | 9.22 | 9.54 | 16.73 | 32.07 | 5.82 | 6.52 | 5.09 | 6.50 | 8.57 | 27.39 | 20.31 | 5.63 | 6.59 | 7.81 |
| Yield(%) | 0.00 | 7.87 | 7.53 | 4.48 | 5.02 | 5.29 | 5.05 | … | … | 0.70 | 7.93 | 9.75 | 4.72 | 1.28 | 1.25 | 1.68 | 7.02 | 5.25 | 4.57 | 4.04 | 6.20 | 2.64 | 3.68 | 3.99 | 1.78 | 2.52 | 1.83 | 4.22 | 3.09 | 1.50 | 1.25 | 1.99 | 1.55 | 1.41 | 3.95 | 9.71 | 4.45 | 7.21 |
Data as of 06/04/2026, Common starting date is 05/21/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMBLX (WESMARK BALANCED FUND WESMARK BALANCED FUND) |
-8.16%
Mar 2000 – Mar 2003 |
-2.60%
Feb 2004 – Feb 2009 |
0.27%
Feb 1999 – Feb 2009 |
2.99%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMBLX (WESMARK BALANCED FUND WESMARK BALANCED FUND) |
18.47%
Feb 2009 – Feb 2012 |
14.35%
Feb 2009 – Feb 2014 |
9.57%
Feb 2009 – Feb 2019 |
7.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart