Wesmark Balanced Fund Price on December 15, 2024
| WMBLX Fund | USD 14.37 0.03 0.21% |
Below is the normalized historical share price chart for Wesmark Balanced Fund extending back to May 21, 1998. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Wesmark Balanced stands at 14.37, as last reported on the 15th of December 2024, with the highest price reaching 14.37 and the lowest price hitting 14.37 during the day.
If you're considering investing in Wesmark Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Wesmark Mutual Fund to be very steady. Wesmark Balanced shows Sharpe Ratio of 0.032, which attests that the fund had a 0.032% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Wesmark Balanced, which you can use to evaluate the volatility of the fund. Please check out Wesmark Balanced's Market Risk Adjusted Performance of 0.0463, mean deviation of 0.3115, and Downside Deviation of 0.323 to validate if the risk estimate we provide is consistent with the expected return of 0.0126%.
Wesmark Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Wesmark |
Sharpe Ratio = 0.032
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WMBLX |
Estimated Market Risk
| 0.39 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Wesmark Balanced is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wesmark Balanced by adding it to a well-diversified portfolio.
Wesmark Balanced Valuation on December 15, 2024
It is possible to determine the worth of Wesmark Balanced on a given historical date. On December 15, 2024 Wesmark was worth 14.37 at the beginning of the trading date compared to the closed value of 14.37. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Wesmark Balanced mutual fund. Still, in general, we apply an absolute valuation method to find Wesmark Balanced's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Wesmark Balanced where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Wesmark Balanced's related companies.
| Open | High | Low | Close | Volume | |
| 14.37 | 14.37 | 14.37 | 14.37 | 1.00 | |
12/15/2024 | 14.37 | 14.37 | 14.37 | 14.37 | 0.00 |
| Backtest Wesmark Balanced | | | Wesmark Balanced History | | | Wesmark Balanced Valuation | Previous |
Wesmark Balanced Trading Date Momentum on December 15, 2024
| On December 15 2024 Wesmark Balanced Fund was traded for 14.37 at the closing time. The highest daily price throughout the period was 14.37 and the lowest price was 14.37 . There was no trading activity during the period 0.0. Lack of trading volume on 12/15/2024 had no short-term effect on price fluctuation. The trading price change to current closing price is 0.00% . |
Wesmark Balanced Fundamentals Correlations and Trends
By evaluating Wesmark Balanced's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Wesmark Balanced's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Wesmark financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Wesmark Balanced Mutual Fund history
Wesmark Balanced investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Wesmark is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Wesmark Balanced will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Wesmark Balanced stock prices may prove useful in developing a viable investing in Wesmark Balanced
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.
Wesmark Balanced Mutual Fund Technical Analysis
Wesmark Balanced technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Wesmark Balanced Period Price Range
Low | December 15, 2024
| High |
0.00 | 0.00 |
Wesmark Balanced Fund cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Wesmark Balanced December 15, 2024 Market Strength
Market strength indicators help investors to evaluate how Wesmark Balanced mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Wesmark Balanced shares will generate the highest return on investment. By undertsting and applying Wesmark Balanced mutual fund market strength indicators, traders can identify Wesmark Balanced Fund entry and exit signals to maximize returns
Wesmark Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Wesmark Balanced's price direction in advance. Along with the technical and fundamental analysis of Wesmark Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Wesmark to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0397 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.23) | |||
| Treynor Ratio | 0.0363 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
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.
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |