WMKGX
WesMark Large Company
$22.98
0.28 (1.23%)
Currency in USD / Last Updated: 4/23/2024
Category | Large Cap Growth |
---|---|
Market Cap | 325.661M |
52 Week High | 23.68 |
52 Week Low | 18.295 |
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Key Data
Symbol | WMKGX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 22.98 |
Price Yesterday | 22.7 |
Market Cap | 325.66 |
YTD Return | 6.30% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0114 |
Overview
52 Week High | 23.68 |
---|---|
52 Week Low | 18.30 |
Market Cap | 325.66M |
Shares Outstanding | 14.17M |
Income Dividend Yield | 0.35% |
Long Term Dividend Yield | 6.77% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 7.12% |
Returns Annualized
One Day | 2,102.98% |
---|---|
Five Days | 36.11% |
One Months | -25.87% |
Three Months | 15.68% |
Six Months | 46.22% |
Nine Months | 17.08% |
One Year | 22.89% |
Three Years | 4.89% |
Five Years | 11.72% |
Ten Years | 9.85% |
YTD | 21.83% |
Since Inception | 8.81% |
Returns Total
One Day | 1.23% |
---|---|
Five Days | 0.61% |
One Month | -2.46% |
Three Months | 3.71% |
Six Months | 20.72% |
Nine Months | 12.61% |
One Year | 22.86% |
Three Years | 15.33% |
Five Years | 73.84% |
Ten Years | 155.33% |
YTD | 6.30% |
Since Inception | 870.44% |
Yearly Returns
2024 | 6.30% |
---|---|
2023 | 21.93% |
2022 | -21.42% |
2021 | 26.06% |
2020 | 26.31% |
2019 | 26.53% |
2018 | -6.19% |
2017 | 24.22% |
2016 | 0.50% |
2015 | -1.94% |
Risk against SP-DA
Alpha | -1.28% |
---|---|
Beta | 0.98 |
Correlation | 98.91% |
Downside Deviation | 2.64% |
Coefficient of determination | 97.82% |
Standard Deviation | 3.39% |
Sharpe Ratio | -0.15 |
Sortino | -0.66 |
Treynor | 17.93 |
Ulcer Index | 2.88 |
Ulcer Performance Index | -0.6 |