Nasdaq - Delayed Quote USD
WesMark Balanced (WMBLX)
12.34
-0.04
(-0.32%)
At close: 8:04:30 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -5.80% |
| 5y Average Return | 6.44% |
| Number of Years Up | 20 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 11, 2025) | 20.30% |
| Worst 1Y Total Return (Apr 11, 2025) | -- |
| Best 3Y Total Return | 20.30% |
| Worst 3Y Total Return | 2.12% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WMBLX
Category
- YTD
- -0.28%
- 9.69%
- 1-Month
- -3.42%
- 0.91%
- 3-Month
- -0.28%
- 5.21%
- 1-Year
- 3.85%
- 27.06%
- 3-Year
- 2.55%
- 11.00%
- 5-Year
- 8.71%
- 10.26%
- 10-Year
- 5.78%
- 8.34%
- Last Bull Market
- 11.06%
- 15.58%
- Last Bear Market
- -8.97%
- -12.16%
Annual Total Return (%) History
Year
WMBLX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.28% | -- | -- | -- |
| 2024 | 4.95% | -0.20% | 6.64% | -2.14% |
| 2023 | 0.08% | 1.02% | -2.38% | 6.36% |
| 2022 | -1.52% | -8.97% | -4.46% | 8.37% |
| 2021 | 5.40% | 4.43% | -0.70% | 6.00% |
| 2020 | -14.89% | 10.19% | 3.18% | 8.56% |
| 2019 | 6.96% | 3.50% | 3.24% | 5.26% |
| 2018 | -1.11% | -0.02% | 4.21% | -7.40% |
| 2017 | 2.96% | 0.49% | 4.08% | 2.85% |
| 2016 | 2.31% | 2.92% | 1.89% | 2.22% |
| 2015 | 0.75% | -0.99% | -4.50% | 2.94% |
| 2014 | 1.99% | 3.65% | -0.47% | 2.17% |
| 2013 | 5.74% | -0.39% | 1.71% | 6.02% |
| 2012 | 7.32% | -2.25% | 3.98% | -0.60% |
| 2011 | 3.53% | -0.43% | -5.92% | 8.36% |
| 2010 | 3.65% | -7.02% | 9.52% | 6.02% |
| 2009 | -4.58% | 10.52% | 9.16% | 3.94% |
| 2008 | -5.33% | 0.43% | -8.01% | -10.02% |
| 2007 | 0.38% | 4.30% | 2.96% | 1.23% |
| 2006 | 4.13% | -1.63% | 2.58% | 4.33% |
| 2005 | -2.77% | 1.78% | 2.73% | 1.47% |
| 2004 | 0.79% | -1.04% | -2.32% | 4.38% |
| 2003 | -1.39% | 10.68% | 1.85% | 6.99% |
| 2002 | -2.17% | -11.09% | -11.46% | 6.15% |
| 2001 | -5.05% | -0.04% | -8.48% | 4.92% |
| 2000 | 6.67% | -1.07% | 5.48% | 1.84% |
| 1999 | 1.62% | 8.65% | -2.03% | 4.38% |
| 1998 | -1.64% | 8.63% | -- | -- |
Rank in Category (By Total Return)
| YTD | 50 |
| 1-Month | 74 |
| 3-Month | 50 |
| 1-Year | 80 |
| 3-Year | 90 |
| 5-Year | 81 |
Load Adjusted Returns
| 1-Year | 3.85% |
| 3-Year | 2.55% |
| 5-Year | 8.71% |
| 10-Year | 5.78% |
Performance & Risk
| YTD Return | -5.80% |
| 5y Average Return | 6.44% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.82 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | WesMark |
| Net Assets | 94.73M |
| YTD Return | -0.28% |
| Yield | 1.86% |
| Morningstar Rating | |
| Inception Date | Apr 20, 1998 |
Fund Summary
The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments. The Adviser first determines the percentage of the fund's portfolio to invest in equity securities, the percentage to invest in fixed-income securities and the percentage to invest in money market investments. The percentage ranges of securities in each asset class are: equity securities 30-70%; fixed-income securities 30-70%; and money market investments 0-40%.
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