WMKGX
WesMark Large Company
$24.36
-0.10 (-0.41%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 339.301M |
| 52 Week High | 24.49 |
| 52 Week Low | 18.597 |
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Key Data
| Symbol | WMKGX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 24.36 |
| Price Yesterday | 24.46 |
| Market Cap | 339.30 |
| YTD Return | 12.69% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0112 |
Overview
| 52 Week High | 24.49 |
|---|---|
| 52 Week Low | 18.60 |
| Market Cap | 339.30M |
| Shares Outstanding | 13.93M |
| Income Dividend Yield | 0.22% |
| Long Term Dividend Yield | 6.38% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 6.60% |
Returns Annualized
| One Day | -64.42% |
|---|---|
| Five Days | 75.47% |
| One Months | 56.76% |
| Three Months | 15.01% |
| Six Months | 27.76% |
| Nine Months | 35.19% |
| One Year | 24.41% |
| Three Years | 5.17% |
| Five Years | 12.83% |
| Ten Years | 9.94% |
| YTD | 26.10% |
| Since Inception | 8.97% |
Returns Total
| One Day | -0.41% |
|---|---|
| Five Days | 1.12% |
| One Month | 3.63% |
| Three Months | 3.50% |
| Six Months | 12.80% |
| Nine Months | 25.04% |
| One Year | 24.38% |
| Three Years | 16.25% |
| Five Years | 82.55% |
| Ten Years | 157.40% |
| YTD | 12.69% |
| Since Inception | 928.72% |
Yearly Returns
| 2024 | 12.69% |
|---|---|
| 2023 | 21.93% |
| 2022 | -21.41% |
| 2021 | 26.06% |
| 2020 | 26.31% |
| 2019 | 26.53% |
| 2018 | -6.19% |
| 2017 | 24.22% |
| 2016 | 0.51% |
| 2015 | -1.95% |
Risk against SP-DA
| Alpha | -3.43% |
|---|---|
| Beta | 0.96 |
| Correlation | 95.71% |
| Downside Deviation | 2.70% |
| Coefficient of determination | 91.60% |
| Standard Deviation | 3.24% |
| Sharpe Ratio | -0.38 |
| Sortino | -1.59 |
| Treynor | 19.77 |
| Ulcer Index | 2.95 |
| Ulcer Performance Index | -1.46 |