Wesmark West Financials
| WMKMX Fund | USD 9.68 0.01 0.10% |
Wesmark |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Wesmark West Fund Summary
Wesmark West competes with Wesmark Government, Wesmark Growth, Wesmark Balanced, and Wesmark Small. The fund pursues its investment objective by investing at least 80 percent of its net assets in a professionally managed portfolio consisting primarily of investment-grade securities issued by the State of West Virginia and its political subdivisions, agencies and authorities, and other issuers , the interest of which is exempt from federal income tax, federal alternative minimum tax , and West Virginia income tax. It is non-diversified.Specialization | Muni Single State Interm, Muni Single State Interm |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9510251054 |
| Business Address | WesMark Funds |
| Mutual Fund Family | WesMark |
| Mutual Fund Category | Muni Single State Interm |
| Benchmark | Dow Jones Industrial |
| Phone | 800 864 1013 |
| Currency | USD - US Dollar |
Wesmark Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wesmark West's current stock value. Our valuation model uses many indicators to compare Wesmark West value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wesmark West competition to find correlations between indicators driving Wesmark West's intrinsic value. More Info.Wesmark West Virginia is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 55.81 of Year To Date Return per Annual Yield. 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 West's earnings, one of the primary drivers of an investment's value.Wesmark West Virginia Systematic Risk
Wesmark West's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wesmark West volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Wesmark West Virginia correlated with the market. If Beta is less than 0 Wesmark West generally moves in the opposite direction as compared to the market. If Wesmark West Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wesmark West Virginia is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wesmark West is generally in the same direction as the market. If Beta > 1 Wesmark West moves generally in the same direction as, but more than the movement of the benchmark.
Wesmark West March 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wesmark West help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wesmark West Virginia. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wesmark West Virginia based on widely used predictive technical indicators. In general, we focus on analyzing Wesmark Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wesmark West's daily price indicators and compare them against related drivers.
| Information Ratio | 0.1844 | |||
| Maximum Drawdown | 1.24 | |||
| Value At Risk | (0.52) | |||
| Potential Upside | 0.3148 |
Other Information on Investing in Wesmark Mutual Fund
Wesmark West 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 West security.
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