WMKSX
WesMark Small Company
$13.82
-0.13 (-0.93%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap |
|---|---|
| Market Cap | 116.765M |
| 52 Week High | 14.14 |
| 52 Week Low | 10.863 |
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Key Data
| Symbol | WMKSX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap |
| Price | 13.82 |
| Price Yesterday | 13.95 |
| Market Cap | 116.77 |
| YTD Return | 4.78% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0123 |
Overview
| 52 Week High | 14.14 |
|---|---|
| 52 Week Low | 10.86 |
| Market Cap | 116.77M |
| Shares Outstanding | 8.45M |
| Income Dividend Yield | 0.14% |
| Long Term Dividend Yield | 5.34% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.48% |
Returns Annualized
| One Day | -90.57% |
|---|---|
| Five Days | -30.49% |
| One Months | 0.92% |
| Three Months | -1.75% |
| Six Months | 16.51% |
| Nine Months | 28.61% |
| One Year | 18.65% |
| Three Years | 1.81% |
| Five Years | 11.88% |
| Ten Years | 7.87% |
| YTD | 9.48% |
| Since Inception | 9.43% |
Returns Total
| One Day | -0.93% |
|---|---|
| Five Days | -0.72% |
| One Month | 0.07% |
| Three Months | -0.43% |
| Six Months | 7.80% |
| Nine Months | 20.51% |
| One Year | 18.63% |
| Three Years | 5.50% |
| Five Years | 75.05% |
| Ten Years | 112.88% |
| YTD | 4.78% |
| Since Inception | 1444.13% |
Yearly Returns
| 2024 | 4.78% |
|---|---|
| 2023 | 19.45% |
| 2022 | -20.56% |
| 2021 | 23.23% |
| 2020 | 36.61% |
| 2019 | 20.33% |
| 2018 | -13.73% |
| 2017 | 13.19% |
| 2016 | 11.42% |
| 2015 | -2.86% |
Risk against SP-DA
| Alpha | -12.62% |
|---|---|
| Beta | 1.11 |
| Correlation | 75.52% |
| Downside Deviation | 3.54% |
| Coefficient of determination | 57.03% |
| Standard Deviation | 4.73% |
| Sharpe Ratio | -0.61 |
| Sortino | -2.85 |
| Treynor | 11.96 |
| Ulcer Index | 4.43 |
| Ulcer Performance Index | -2.27 |