Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMKMX (WESMARK WEST VIRGINIA MUNICIPAL BOND FUND WESMARK WEST VIRGINIA MUNICIPAL BOND FUND) | 0.89% | 7.38% | 3.25% | 0.44% | 1.22% | 1.93% | 2.29% | … | … |
Data as of 06/10/2026, Common starting date is 04/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMKMX (WESMARK WEST VIRGINIA MUNICIPAL BOND FUND WESMARK WEST VIRGINIA MUNICIPAL BOND FUND) | 04/29/1997 | 06/10/2026 |
| 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 7.38 | 3.25 | 0.44 | 1.22 | 1.93 | 2.29 | … | … | 0.89 | 5.52 | 0.00 | 4.26 | -7.82 | 0.21 | 3.45 | 4.82 | 0.31 | 3.72 | -0.28 | 1.96 | 6.86 | -2.56 | 4.53 | 7.53 | 1.66 | 10.11 | -3.07 | 2.59 | 3.24 | 1.69 | 2.63 | 2.92 | 7.04 | 4.33 | 9.95 | -1.73 | 5.02 | 5.28 |
| Sharpe Ratio | NA | 1.60 | 0.01 | -0.47 | -0.11 | NA | NA | … | … | -0.06 | 0.48 | -0.95 | 0.14 | -2.08 | 0.13 | 0.59 | 2.38 | -0.72 | 1.67 | -0.25 | 1.08 | 3.68 | -0.96 | 2.63 | 3.75 | 0.76 | 2.99 | -0.76 | -0.28 | -0.08 | -0.28 | 0.53 | 0.86 | 2.29 | 0.80 | 2.33 | -2.48 | 0.81 | 2.39 |
| Standard Deviation(%) | NA | 2.96 | 4.60 | 4.27 | 3.63 | NA | NA | … | … | 3.38 | 5.57 | 3.80 | 4.48 | 4.46 | 1.42 | 5.37 | 1.41 | 1.50 | 1.85 | 2.02 | 1.79 | 1.86 | 2.70 | 1.71 | 2.00 | 2.06 | 3.34 | 5.26 | 1.99 | 2.03 | 2.05 | 3.12 | 2.57 | 2.57 | 2.37 | 2.46 | 2.05 | 1.91 | 1.77 |
| Draw Down(%) | NA | 3.35 | 7.10 | 13.62 | 13.62 | NA | NA | … | … | 3.35 | 6.04 | 3.92 | 8.44 | 13.06 | 1.47 | 7.71 | 1.12 | 1.96 | 1.13 | 4.20 | 1.99 | 1.32 | 5.61 | 1.29 | 1.67 | 3.57 | 2.27 | 9.24 | 1.60 | 1.31 | 2.07 | 4.62 | 3.32 | 2.90 | 2.89 | 2.79 | 3.70 | 1.07 | 0.98 |
| Yield(%) | 0.00 | 2.48 | 2.19 | 1.85 | 1.84 | 2.15 | 2.43 | … | … | 0.98 | 2.32 | 2.00 | 2.01 | 1.72 | 1.59 | 1.84 | 2.00 | 1.80 | 1.96 | 1.74 | 2.12 | 2.57 | 2.69 | 2.97 | 3.36 | 3.23 | 3.21 | 3.39 | 3.31 | 3.28 | 3.09 | 3.34 | 2.61 | 2.93 | 4.37 | 4.64 | 4.50 | 3.95 | 2.92 |
Data as of 06/10/2026, Common starting date is 04/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMKMX (WESMARK WEST VIRGINIA MUNICIPAL BOND FUND WESMARK WEST VIRGINIA MUNICIPAL BOND FUND) |
-4.05%
Oct 2020 – Oct 2023 |
-0.98%
Oct 2017 – Oct 2022 |
0.47%
Oct 2012 – Oct 2022 |
1.58%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMKMX (WESMARK WEST VIRGINIA MUNICIPAL BOND FUND WESMARK WEST VIRGINIA MUNICIPAL BOND FUND) |
7.68%
May 2000 – May 2003 |
5.46%
Jan 2000 – Jan 2005 |
4.20%
May 2000 – May 2010 |
3.99%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart