Nasdaq - Delayed Quote USD
WesMark Large Company Fund (WMKGX)
At close: 8:01 PM EDT
Fund Summary
The fund pursues its investment objective by investing at least 80% of the value of its net assets in equity securities of large capitalization companies. Equity securities may include common stocks, preferred stocks, securities (including debt securities) that are convertible into common stocks, and ETFs and other investment companies. The fund will invest primarily in securities issued by domestic companies. It may purchase ETFs or other investment companies in order to achieve exposure to a specific market sector, to achieve exposure to foreign markets or for other reasons consistent with its investment strategy.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.92% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 18.88% |
| 5y Average Return | 14.17% |
| Rank in Category (ytd) | 81 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WMKGX | Category Average | WMKGX | Category Average | WMKGX | Category Average | |
| Alpha | -3.96 | 0.03 | -1.79 | 0.04 | -2.9 | 0.01 |
| BETA | 0.98 | 0.01 | 1.02 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 0.72 | 0.02 | 1.25 | 0.02 | 0.94 | 0.01 |
| R-squared | 97.68 | 0.89 | 97.7 | 0.87 | 96.79 | 0.87 |
| Standard Deviation | 17.36 | 0.2 | 18.58 | 0.16 | 16.01 | 0.15 |
| Sharpe Ratio | 0.28 | 0.01 | 0.68 | 0.01 | 0.6 | 0.01 |
| Treynor Ratio | 3.62 | 0.21 | 11.45 | 0.21 | 8.45 | 0.15 |
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