WMBLX
WesMark Balanced
$13.72
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 98.79M |
| 52 Week High | 13.75 |
| 52 Week Low | 11.803 |
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Key Data
| Symbol | WMBLX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 13.72 |
| Price Yesterday | 13.72 |
| Market Cap | 98.79 |
| YTD Return | 5.35% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0124 |
Overview
| 52 Week High | 13.75 |
|---|---|
| 52 Week Low | 11.80 |
| Market Cap | 98.79M |
| Shares Outstanding | 7.20M |
| Income Dividend Yield | 1.97% |
| Long Term Dividend Yield | 2.57% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.55% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 44.64% |
| One Months | 15.19% |
| Three Months | 6.51% |
| Six Months | 11.69% |
| Nine Months | 16.96% |
| One Year | 10.57% |
| Three Years | 2.37% |
| Five Years | 6.19% |
| Ten Years | 5.67% |
| YTD | 10.65% |
| Since Inception | 5.35% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.73% |
| One Month | 1.13% |
| Three Months | 1.56% |
| Six Months | 5.59% |
| Nine Months | 12.31% |
| One Year | 10.56% |
| Three Years | 7.24% |
| Five Years | 34.91% |
| Ten Years | 73.41% |
| YTD | 5.35% |
| Since Inception | 289.11% |
Yearly Returns
| 2024 | 5.35% |
|---|---|
| 2023 | 4.97% |
| 2022 | -7.20% |
| 2021 | 15.86% |
| 2020 | 5.05% |
| 2019 | 20.30% |
| 2018 | -4.59% |
| 2017 | 10.77% |
| 2016 | 9.69% |
| 2015 | -1.95% |
Risk against SP-DA
| Alpha | -7.60% |
|---|---|
| Beta | 0.55 |
| Correlation | 89.05% |
| Downside Deviation | 2.03% |
| Coefficient of determination | 79.29% |
| Standard Deviation | 1.98% |
| Sharpe Ratio | -2.65 |
| Sortino | -8.94 |
| Treynor | 9.47 |
| Ulcer Index | 2.45 |
| Ulcer Performance Index | -7.42 |