WMKSX
WesMark Small Company
$13.16
-0.03 (-0.23%)
Currency in USD / Last Updated: 4/18/2024
Category | Small Cap |
---|---|
Market Cap | 110.506M |
52 Week High | 14.11 |
52 Week Low | 10.774 |
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Key Data
Symbol | WMKSX |
---|---|
Type | Mutual Fund |
Category | Small Cap |
Price | 13.16 |
Price Yesterday | 13.19 |
Market Cap | 110.51 |
YTD Return | -0.23% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0125 |
Overview
52 Week High | 14.11 |
---|---|
52 Week Low | 10.77 |
Market Cap | 110.51M |
Shares Outstanding | 8.40M |
Income Dividend Yield | 0.29% |
Long Term Dividend Yield | 5.61% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.90% |
Returns Annualized
One Day | -43.69% |
---|---|
Five Days | -84.19% |
One Months | -31.99% |
Three Months | 15.68% |
Six Months | 32.66% |
Nine Months | 9.92% |
One Year | 16.35% |
Three Years | 0.32% |
Five Years | 10.75% |
Ten Years | 7.68% |
YTD | -0.76% |
Since Inception | 9.32% |
Returns Total
One Day | -0.23% |
---|---|
Five Days | -3.59% |
One Month | -3.31% |
Three Months | 3.70% |
Six Months | 15.03% |
Nine Months | 7.38% |
One Year | 16.34% |
Three Years | 0.95% |
Five Years | 66.41% |
Ten Years | 109.25% |
YTD | -0.23% |
Since Inception | 1,370.39% |
Yearly Returns
2024 | -0.23% |
---|---|
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 | -11.00% |
---|---|
Beta | 1.28 |
Correlation | 87.60% |
Downside Deviation | 3.63% |
Coefficient of determination | 76.73% |
Standard Deviation | 4.97% |
Sharpe Ratio | -0.36 |
Sortino | -1.7 |
Treynor | 8.57 |
Ulcer Index | 4.41 |
Ulcer Performance Index | -1.4 |