Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMKTX (WESMARK TACTICAL OPPORTUNITY FUND WESMARK TACTICAL OPPORTUNITY FUND) | 5.09% | 17.09% | 11.00% | 4.79% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMKTX (WESMARK TACTICAL OPPORTUNITY FUND WESMARK TACTICAL OPPORTUNITY FUND) | 03/02/2017 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.76 | 17.09 | 11.00 | 4.79 | NA | NA | NA | … | … | 5.09 | 15.42 | 7.18 | 7.10 | -12.39 | 13.90 | 8.50 | 16.62 | -5.20 | 8.33 |
| Sharpe Ratio | NA | 1.65 | 0.88 | 0.23 | NA | NA | NA | … | … | 0.95 | 1.16 | 0.52 | 0.52 | -1.00 | 1.46 | 0.32 | 2.53 | -0.70 | 2.22 |
| Standard Deviation(%) | NA | 8.73 | 8.82 | 9.95 | NA | NA | NA | … | … | 10.30 | 10.88 | 6.80 | 6.61 | 13.92 | 9.53 | 26.00 | 5.99 | 9.42 | 4.21 |
| Draw Down(%) | NA | 5.79 | 10.25 | 18.33 | NA | NA | NA | … | … | 5.79 | 10.25 | 4.46 | 6.05 | 18.09 | 4.97 | 28.48 | 3.04 | 12.07 | 1.34 |
| Yield(%) | 0.00 | 4.61 | 2.72 | 3.96 | 3.55 | 2.36 | 1.77 | … | … | 0.00 | 5.39 | 1.50 | 0.88 | 2.38 | 12.07 | 2.24 | 4.19 | 0.54 | 2.13 |
Data as of 06/05/2026, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMKTX (WESMARK TACTICAL OPPORTUNITY FUND WESMARK TACTICAL OPPORTUNITY FUND) |
0.19%
Dec 2021 – Dec 2024 |
2.89%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMKTX (WESMARK TACTICAL OPPORTUNITY FUND WESMARK TACTICAL OPPORTUNITY FUND) |
12.96%
Dec 2018 – Dec 2021 |
9.09%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart