Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WMKSX (WESMARK SMALL COMPANY GROWTH FUND WESMARK SMALL COMPANY GROWTH FUND) | 1.56% | 11.22% | 6.47% | 6.08% | 3.92% | 7.03% | 6.95% | 7.36% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMKSX (WESMARK SMALL COMPANY GROWTH FUND WESMARK SMALL COMPANY GROWTH FUND) | 01/28/1994 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 01/28/1994.
AR inception is since 01/28/1994.
| 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 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.53 | 11.22 | 6.47 | 6.08 | 3.92 | 7.03 | 6.95 | 7.36 | 1.56 | 16.91 | 13.04 | -25.22 | -2.85 | 26.04 | 20.32 | -13.92 | 13.18 | 11.43 | -2.87 | 3.09 | 39.96 | 4.14 | 0.07 | 24.88 | 34.55 | -35.32 | 14.83 | 9.39 | 11.54 | 2.62 | 47.21 | -32.84 | -11.27 | -5.64 | 119.35 | -24.00 | 12.81 | 17.40 | 34.84 | -0.01 |
| Sharpe Ratio | NA | 0.19 | 0.09 | 0.17 | 0.10 | NA | NA | 0.22 | 0.04 | 0.52 | 0.47 | -1.00 | -0.09 | 0.70 | 1.13 | -0.81 | 1.24 | 0.70 | -0.18 | 0.19 | 2.71 | 0.23 | 0.00 | 1.15 | 1.10 | -0.81 | 0.70 | 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 |
| Standard Deviation(%) | NA | 25.45 | 22.87 | 25.23 | 23.13 | NA | NA | 25.45 | 31.19 | 19.74 | 18.93 | 26.81 | 31.71 | 36.56 | 16.78 | 18.91 | 10.19 | 16.12 | 15.79 | 15.90 | 14.73 | 17.92 | 32.07 | 21.65 | 31.26 | 44.75 | 16.98 | 14.73 | 15.42 | 18.55 | 22.85 | 30.42 | 32.80 | 38.32 | 38.51 | 41.33 | 21.92 | 19.44 | 17.13 | 12.99 |
| Draw Down(%) | NA | 27.44 | 27.44 | 44.88 | 44.88 | NA | NA | 65.09 | 23.56 | 11.82 | 13.29 | 27.51 | 28.94 | 37.46 | 11.39 | 26.87 | 5.36 | 15.26 | 12.21 | 13.44 | 6.40 | 16.10 | 28.02 | 14.47 | 27.58 | 51.15 | 10.00 | 15.82 | 11.36 | 22.86 | 16.67 | 47.21 | 39.16 | 33.96 | 14.79 | 46.42 | 14.23 | 16.31 | 8.72 | 12.74 |
| Yield(%) | 0.00 | 0.00 | 0.12 | 0.08 | 2.80 | 4.37 | 4.61 | 6.91 | 0.00 | 0.00 | 0.39 | 0.00 | 0.00 | 0.00 | 0.00 | 9.49 | 8.89 | 5.67 | 6.03 | 2.83 | 2.06 | 4.96 | 6.78 | 1.35 | 0.25 | 0.13 | 3.37 | 0.00 | 0.00 | 0.00 | 0.33 | 0.00 | 2.52 | 0.00 | 0.15 | 0.29 | 1.02 | 0.57 | 0.00 | 2.21 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMKSX (WESMARK SMALL COMPANY GROWTH FUND WESMARK SMALL COMPANY GROWTH FUND) |
-24.39%
Feb 2000 - Feb 2003 |
-7.86%
Apr 2000 - Apr 2005 |
-2.39%
Aug 2000 - Aug 2010 |
2.73%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMKSX (WESMARK SMALL COMPANY GROWTH FUND WESMARK SMALL COMPANY GROWTH FUND) |
33.52%
Apr 1997 - Apr 2000 |
27.63%
Feb 1995 - Feb 2000 |
13.86%
Feb 2009 - Feb 2019 |
11.09%
Oct 1998 - Oct 2013 |
Annualized Rolling Returns Comparison Chart