Wesmark Balanced Fund Manager Performance Evaluation
| WMBLX Fund | USD 14.37 0.11 0.77% |
The entity maintains a market beta of 0.47, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wesmark Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wesmark Balanced is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Wesmark Balanced Fund are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Wesmark Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 1.2400 |
Wesmark |
Wesmark Balanced Relative Risk vs. Return Landscape
If you would invest 1,423 in Wesmark Balanced Fund on August 27, 2024 and sell it today you would earn a total of 14.00 from holding Wesmark Balanced Fund or generate 0.98% return on investment over 90 days. Wesmark Balanced Fund is currently producing 0.0161% returns and takes up 0.4131% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Wesmark, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wesmark Balanced Current Valuation
Fairly Valued
Today
Please note that Wesmark Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wesmark Balanced maintains a prevalent Real Value of $14.35 per share. The last-minute price of the fund is $14.37. We determine the value of Wesmark Balanced from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wesmark Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wesmark Mutual Fund. However, Wesmark Balanced's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 14.37 | Real 14.35 | Hype 14.37 | Naive 14.28 |
The intrinsic value of Wesmark Balanced's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wesmark Balanced's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wesmark Balanced Fund helps investors to forecast how Wesmark mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wesmark Balanced more accurately as focusing exclusively on Wesmark Balanced's fundamentals will not take into account other important factors: Wesmark Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wesmark Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wesmark Balanced Fund, and traders can use it to determine the average amount a Wesmark Balanced's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0391
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WMBLX |
Estimated Market Risk
| 0.41 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Wesmark Balanced is performing at about 3% 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 Fundamentals Growth
Wesmark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wesmark Balanced, and Wesmark Balanced fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wesmark Mutual Fund performance.
| Price To Earning | 18.27 X | ||||
| Price To Book | 2.75 X | ||||
| Price To Sales | 1.83 X | ||||
About Wesmark Balanced Performance
Evaluating Wesmark Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wesmark Balanced has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wesmark Balanced has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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.Things to note about Wesmark Balanced performance evaluation
Checking the ongoing alerts about Wesmark Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wesmark Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 30.01% of its net assets in bonds |
- Analyzing Wesmark Balanced's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wesmark Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Wesmark Balanced's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wesmark Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wesmark Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wesmark Balanced's mutual fund. These opinions can provide insight into Wesmark Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |