WMBLX
WesMark Balanced
$13.38
0.03 (0.22%)
Currency in USD / Last Updated: 4/24/2024
Category | Balanced |
---|---|
Market Cap | 98.199M |
52 Week High | 13.709 |
52 Week Low | 11.839 |
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Key Data
Symbol | WMBLX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 13.38 |
Price Yesterday | 13.35 |
Market Cap | 98.20 |
YTD Return | 2.43% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0125 |
Overview
52 Week High | 13.71 |
---|---|
52 Week Low | 11.84 |
Market Cap | 98.20M |
Shares Outstanding | 7.34M |
Income Dividend Yield | 1.96% |
Long Term Dividend Yield | 2.64% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.60% |
Returns Annualized
One Day | 76.16% |
---|---|
Five Days | 98.04% |
One Months | -16.28% |
Three Months | 12.12% |
Six Months | 23.30% |
Nine Months | 6.04% |
One Year | 6.71% |
Three Years | 2.48% |
Five Years | 6.06% |
Ten Years | 5.75% |
YTD | 7.96% |
Since Inception | 5.28% |
Returns Total
One Day | 0.22% |
---|---|
Five Days | 1.36% |
One Month | -1.54% |
Three Months | 2.90% |
Six Months | 10.94% |
Nine Months | 4.51% |
One Year | 6.70% |
Three Years | 7.60% |
Five Years | 34.14% |
Ten Years | 74.63% |
YTD | 2.43% |
Since Inception | 278.29% |
Yearly Returns
2024 | 2.43% |
---|---|
2023 | 4.97% |
2022 | -7.19% |
2021 | 15.86% |
2020 | 5.06% |
2019 | 20.29% |
2018 | -4.58% |
2017 | 10.77% |
2016 | 9.68% |
2015 | -1.95% |
Risk against SP-DA
Alpha | -8.32% |
---|---|
Beta | 0.5 |
Correlation | 85.00% |
Downside Deviation | 1.94% |
Coefficient of determination | 72.24% |
Standard Deviation | 2.03% |
Sharpe Ratio | -2.54 |
Sortino | -9.2 |
Treynor | 2.63 |
Ulcer Index | 2.44 |
Ulcer Performance Index | -7.31 |