Wesmark Balanced Fund Market Value

WMBLX Fund  USD 13.23  0.16  1.19%   
Wesmark Balanced's market value is the price at which a share of Wesmark Balanced trades on a public exchange. It measures the collective expectations of Wesmark Balanced Fund investors about its performance. Wesmark Balanced is trading at 13.23 as of the 4th of March 2025; that is 1.19 percent decrease since the beginning of the trading day. The fund's open price was 13.39.
With this module, you can estimate the performance of a buy and hold strategy of Wesmark Balanced Fund and determine expected loss or profit from investing in Wesmark Balanced over a given investment horizon. Check out Wesmark Balanced Correlation, Wesmark Balanced Volatility and Wesmark Balanced Alpha and Beta module to complement your research on Wesmark Balanced.
Symbol

Please note, there is a significant difference between Wesmark Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wesmark Balanced is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wesmark Balanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Wesmark Balanced 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Wesmark Balanced's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Wesmark Balanced.
0.00
02/02/2025
No Change 0.00  0.0 
In 31 days
03/04/2025
0.00
If you would invest  0.00  in Wesmark Balanced on February 2, 2025 and sell it all today you would earn a total of 0.00 from holding Wesmark Balanced Fund or generate 0.0% return on investment in Wesmark Balanced over 30 days. Wesmark Balanced is related to or competes with Wesmark Growth, Wesmark Government, Wesmark Small, Wesmark West, and Plumb Balanced. The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments More

Wesmark Balanced Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Wesmark Balanced's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Wesmark Balanced Fund upside and downside potential and time the market with a certain degree of confidence.

Wesmark Balanced Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Wesmark Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Wesmark Balanced's standard deviation. In reality, there are many statistical measures that can use Wesmark Balanced historical prices to predict the future Wesmark Balanced's volatility.
Hype
Prediction
LowEstimatedHigh
12.1913.2314.27
Details
Intrinsic
Valuation
LowRealHigh
12.1813.2214.26
Details
Naive
Forecast
LowNextHigh
12.5313.5714.61
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.5213.4014.29
Details

Wesmark Balanced Backtested Returns

Wesmark Balanced shows Sharpe Ratio of -0.12, which attests that the fund had a -0.12 % return per unit of risk over the last 3 months. Wesmark Balanced exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Wesmark Balanced's Mean Deviation of 0.4477, standard deviation of 1.04, and Market Risk Adjusted Performance of 2.02 to validate the risk estimate we provide. The entity maintains a market beta of -0.0689, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wesmark Balanced are expected to decrease at a much lower rate. During the bear market, Wesmark Balanced is likely to outperform the market.

Auto-correlation

    
  -0.5  

Modest reverse predictability

Wesmark Balanced Fund has modest reverse predictability. Overlapping area represents the amount of predictability between Wesmark Balanced time series from 2nd of February 2025 to 17th of February 2025 and 17th of February 2025 to 4th of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Wesmark Balanced price movement. The serial correlation of -0.5 indicates that about 50.0% of current Wesmark Balanced price fluctuation can be explain by its past prices.
Correlation Coefficient-0.5
Spearman Rank Test-0.13
Residual Average0.0
Price Variance0.0

Wesmark Balanced lagged returns against current returns

Autocorrelation, which is Wesmark Balanced mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Wesmark Balanced's mutual fund expected returns. We can calculate the autocorrelation of Wesmark Balanced returns to help us make a trade decision. For example, suppose you find that Wesmark Balanced has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Wesmark Balanced regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Wesmark Balanced mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Wesmark Balanced mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Wesmark Balanced mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Wesmark Balanced Lagged Returns

When evaluating Wesmark Balanced's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Wesmark Balanced mutual fund have on its future price. Wesmark Balanced autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Wesmark Balanced autocorrelation shows the relationship between Wesmark Balanced mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Wesmark Balanced Fund.
   Regressed Prices   
       Timeline  

Also Currently Popular

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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