Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WMKGX (WESMARK GROWTH FUND WESMARK GROWTH FUND) | 4.04% | 12.35% | 8.99% | 5.72% | 7.03% | 9.74% | 7.07% | 7.31% |
Data as of 07/03/2025, AR inception is 06/23/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMKGX (WESMARK GROWTH FUND WESMARK GROWTH FUND) | 06/23/1997 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.53 | 12.35 | 8.99 | 5.72 | 7.03 | 9.74 | 7.07 | 7.31 | 4.04 | 6.38 | 13.67 | -30.01 | 17.09 | 17.44 | 26.58 | -6.36 | 24.23 | 0.49 | -1.91 | 10.66 | 34.94 | 11.73 | -6.05 | 19.23 | 27.06 | -34.96 | 10.39 | 8.98 | 5.03 | 2.29 | 36.16 | -23.87 | -13.58 | 21.83 | 42.22 | 14.19 | 1.54 |
| Sharpe Ratio | NA | 0.43 | 0.29 | 0.20 | 0.28 | NA | NA | 0.29 | 0.20 | -0.01 | 0.65 | -1.09 | 1.03 | 0.48 | 1.91 | -0.42 | 3.29 | 0.02 | -0.12 | 0.84 | 3.00 | 0.87 | -0.23 | 1.03 | 1.03 | -0.84 | 0.50 | 0.53 | 0.26 | 0.11 | 2.10 | -0.88 | -0.82 | 0.94 | 1.96 | 0.52 | -0.03 |
| Standard Deviation(%) | NA | 21.36 | 19.92 | 20.12 | 20.15 | NA | NA | 20.31 | 26.39 | 19.08 | 14.57 | 28.79 | 16.49 | 35.84 | 13.16 | 18.23 | 7.20 | 14.14 | 16.50 | 12.62 | 11.62 | 13.48 | 25.88 | 18.57 | 26.09 | 42.59 | 14.76 | 10.86 | 10.90 | 12.11 | 16.86 | 28.35 | 19.71 | 18.94 | 19.88 | 20.81 | 17.48 |
| Draw Down(%) | NA | 21.35 | 21.57 | 35.66 | 35.66 | NA | NA | 49.56 | 21.32 | 16.14 | 9.80 | 31.24 | 10.46 | 34.60 | 8.95 | 21.56 | 2.33 | 14.92 | 14.34 | 9.50 | 5.50 | 10.62 | 25.21 | 15.85 | 24.15 | 48.88 | 8.23 | 10.74 | 8.11 | 11.92 | 10.51 | 35.64 | 29.32 | 7.39 | 8.90 | 25.60 | 13.54 |
| Yield(%) | 0.00 | 13.90 | 5.57 | 3.42 | 5.04 | 7.31 | 5.41 | 6.62 | 0.03 | 15.73 | 0.52 | 0.26 | 0.00 | 0.08 | 7.70 | 9.51 | 9.04 | 4.65 | 3.45 | 3.79 | 3.50 | 3.08 | 0.55 | 0.37 | 0.86 | 1.02 | 9.31 | 5.70 | 0.04 | 0.94 | 0.71 | 0.94 | 4.15 | 23.14 | 13.26 | 7.43 | 0.75 |
Data as of 07/03/2025, AR inception is 06/23/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMKGX (WESMARK GROWTH FUND WESMARK GROWTH FUND) |
-13.14%
Feb 2006 - Feb 2009 |
-6.79%
Feb 2004 - Feb 2009 |
-0.87%
Aug 2000 - Aug 2010 |
3.17%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMKGX (WESMARK GROWTH FUND WESMARK GROWTH FUND) |
26.31%
Jan 1998 - Jan 2001 |
20.31%
Feb 2009 - Feb 2014 |
13.93%
Sep 2011 - Sep 2021 |
10.86%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart