Wesmark Growth Fund Manager Performance Evaluation
| WMKGX Fund | USD 26.21 0.15 0.57% |
The entity maintains a market beta of 0.86, which attests to possible diversification benefits within a given portfolio. Wesmark Growth returns are very sensitive to returns on the market. As the market goes up or down, Wesmark Growth is expected to follow.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Wesmark Growth Fund are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Wesmark Growth may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 1.1200 |
Wesmark |
Wesmark Growth Relative Risk vs. Return Landscape
If you would invest 2,426 in Wesmark Growth Fund on August 31, 2024 and sell it today you would earn a total of 195.00 from holding Wesmark Growth Fund or generate 8.04% return on investment over 90 days. Wesmark Growth Fund is currently producing 0.1255% returns and takes up 0.7377% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Wesmark, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wesmark Growth Current Valuation
Fairly Valued
Today
Please note that Wesmark Growth's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wesmark Growth maintains a prevalent Real Value of $25.92 per share. The last-minute price of the fund is $26.21. We determine the value of Wesmark Growth 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 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wesmark Mutual Fund. However, Wesmark Growth'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 26.21 | Real 25.92 | Hype 26.21 | Naive 26.19 |
The intrinsic value of Wesmark Growth'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 Growth'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 Growth 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 Growth more accurately as focusing exclusively on Wesmark Growth's fundamentals will not take into account other important factors: Wesmark Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wesmark Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wesmark Growth Fund, and traders can use it to determine the average amount a Wesmark Growth'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 = 0.1701
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | WMKGX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Wesmark Growth is performing at about 13% 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 Growth by adding it to a well-diversified portfolio.
Wesmark Growth Fundamentals Growth
Wesmark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wesmark Growth, and Wesmark Growth 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 | 19.68 X | |||
| Price To Book | 2.84 X | |||
| Price To Sales | 1.58 X | |||
About Wesmark Growth Performance
Evaluating Wesmark Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wesmark Growth 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 Growth 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 at least 80 percent of the value of its net assets in equity securities of large capitalization companies. Equity securities may include common stocks, preferred stocks, securities that are convertible into common stocks, and ETFs and other investment companies. The fund will invest primarily in securities issued by domestic companies. It may purchase ETFs or other investment companies in order to achieve exposure to a specific market sector, to achieve exposure to foreign markets or for other reasons consistent with its investment strategy.Things to note about Wesmark Growth performance evaluation
Checking the ongoing alerts about Wesmark Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wesmark Growth 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 98.42% of its net assets in stocks |
- Analyzing Wesmark Growth'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 Growth's stock is overvalued or undervalued compared to its peers.
- Examining Wesmark Growth'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 Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wesmark Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wesmark Growth's mutual fund. These opinions can provide insight into Wesmark Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wesmark Mutual Fund
Wesmark Growth 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 Growth security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |