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WesMark Large Company Fund (WMKGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.29+0.04 (+0.16%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.37%
5-Year Average Return12.64%
Number of Years Up19
Number of Years Down7
Best 1 Yr Total Return (Jul 2, 2024)34.92%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return34.92%
Worst 3-Yr Total Return2.93%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWMKGXCategory
YTD11.12%12.38%
1-Month3.50%5.09%
3-Month1.45%10.28%
1-Year21.03%41.70%
3-Year5.41%22.56%
5-Year12.76%21.98%
10-Year9.83%15.99%
Last Bull Market25.37%25.99%
Last Bear Market-15.68%-17.29%

Annual Total Return (%) History

Year
WMKGXCategory
2024
N/AN/A
2023
21.94%N/A
2022
-21.42%N/A
2021
26.06%N/A
2020
26.31%35.86%
2019
26.53%31.90%
2018
-6.19%-2.09%
2017
24.22%27.67%
2016
0.51%3.23%
2015
-1.94%3.60%
2014
10.66%10.00%
2013
34.92%33.92%
2012
11.75%15.34%
2011
-6.06%-2.46%
2010
19.23%15.53%
2009
27.05%35.68%
2008
-34.96%-40.67%
2007
10.54%13.35%
2006
8.72%7.05%
2005
5.03%6.71%
2004
2.19%7.81%
2003
35.39%28.66%
2002
-24.60%-27.64%
2001
-13.51%-22.30%
2000
22.17%-13.05%
1999
41.99%38.87%
1998
14.19%34.55%
1997
N/A26.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.53%1.45%N/AN/A
20234.24%7.40%-2.78%12.03%
2022-9.08%-15.68%-4.07%6.84%
20214.75%9.42%-0.22%10.23%
2020-19.18%25.53%11.70%11.46%
201914.05%3.19%-0.64%8.21%
20181.12%2.74%6.35%-15.09%
20177.20%4.24%5.05%5.82%
2016-3.83%-0.76%2.93%2.31%
20151.60%0.08%-9.58%6.66%
20142.48%4.16%-0.40%4.09%
201311.16%2.38%5.90%11.95%
201211.78%-4.49%4.28%0.38%
20115.63%-3.56%-18.56%13.24%
20106.59%-12.30%13.26%12.60%
2009-8.01%16.43%13.15%4.83%
2008-8.70%1.57%-11.24%-20.98%
2007-0.46%6.26%4.11%0.38%
20064.84%-3.26%3.07%4.00%
2005-2.96%1.37%4.04%2.63%
20041.37%0.16%-5.46%6.46%
2003-1.42%16.72%4.93%12.15%
2002-1.65%-16.55%-16.27%9.73%
2001-8.85%0.66%-14.51%10.28%
20008.63%2.59%8.41%1.13%
199910.38%14.49%0.32%11.99%
19989.65%-0.47%-14.00%21.67%
19977.26%-1.23%N/AN/A

Rank In Category (By Total Return)

YTD85
1-Month81
3-Month84
1-Year84
3-Year68
5-Year77

Load Adjusted Returns

1-Year21.03%
3-Year5.41%
5-Year12.76%
10-Year9.83%