Wesmark Balanced Financial Statements From 2010 to 2024
| WMBLX Fund | USD 14.37 0.03 0.21% |
Check Wesmark Balanced financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Wesmark Balanced's main balance sheet or income statement drivers, such as , as well as many indicators such as . Wesmark financial statements analysis is a perfect complement when working with Wesmark Balanced Valuation or Volatility modules.
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Wesmark Balanced Fund Mutual Fund One Year Return Analysis
Wesmark Balanced's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wesmark Balanced One Year Return | 15.59 % |
Most of Wesmark Balanced's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wesmark Balanced Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Wesmark Balanced Fund has an One Year Return of 15.5917%. This is much higher than that of the WesMark family and significantly higher than that of the Allocation--50% to 70% Equity category. The one year return for all United States funds is notably lower than that of the firm.
Wesmark Balanced Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wesmark Balanced's current stock value. Our valuation model uses many indicators to compare Wesmark Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wesmark Balanced competition to find correlations between indicators driving Wesmark Balanced's intrinsic value. More Info.Wesmark Balanced Fund is rated second in price to earning among similar funds. It is rated second in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Wesmark Balanced Fund is roughly 6.64 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wesmark Balanced's earnings, one of the primary drivers of an investment's value.About Wesmark Balanced Financial Statements
Wesmark Balanced investors use historical fundamental indicators, such as Wesmark Balanced's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Wesmark Balanced. Please read more on our technical analysis and fundamental analysis pages.
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 funds 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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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Wesmark Mutual Fund
Wesmark Balanced financial ratios help investors to determine whether Wesmark Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wesmark with respect to the benefits of owning Wesmark Balanced security.
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