Wesmark Small Pany Fund Manager Performance Evaluation

WMKSX Fund  USD 15.08  0.32  2.08%   
The entity maintains a market beta of 1.19, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Wesmark Small will likely underperform.

Risk-Adjusted Performance

Very Weak

 
Weak
 
Strong
Over the last 90 days Wesmark Small Pany has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
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JavaScript chart by amCharts 3.21.15Dec2025Feb -8-6-4-2024
JavaScript chart by amCharts 3.21.15Wesmark Small Pany Wesmark Small Pany Dividend Benchmark Dow Jones Industrial
Expense Ratio Date1st of March 2023
Expense Ratio1.2300
  

Wesmark Small Relative Risk vs. Return Landscape

If you would invest  1,732  in Wesmark Small Pany on November 30, 2024 and sell it today you would lose (224.00) from holding Wesmark Small Pany or give up 12.93% of portfolio value over 90 days. Wesmark Small Pany is currently producing negative expected returns and takes up 1.44% volatility of returns over 90 trading days. Put another way, 12% 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   
JavaScript chart by amCharts 3.21.15CashMarketWMKSX 0.00.20.40.60.81.01.21.41.6 -0.25-0.20-0.15-0.10-0.050.00
       Risk  
Assuming the 90 days horizon Wesmark Small is expected to under-perform the market. In addition to that, the company is 1.96 times more volatile than its market benchmark. It trades about -0.16 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.08 per unit of volatility.

Wesmark Small Current Valuation

Fairly Valued
Today
15.08
15.115.0815.415.3615.115.0815.115.11100%
Please note that Wesmark Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wesmark Small Pany maintains a prevalent Real Value of $15.36 per share. The last-minute price of the fund is $15.08. We determine the value of Wesmark Small Pany 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wesmark Mutual Fund. However, Wesmark Small'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  15.08 Real  15.36 Hype  15.08 Naive  15.11
The intrinsic value of Wesmark Small'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 Small'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.
15.36
Real Value
16.80
Upside
Estimating the potential upside or downside of Wesmark Small Pany 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 Small more accurately as focusing exclusively on Wesmark Small's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
15.1015.9416.77
Details
Hype
Prediction
LowEstimatedHigh
13.6415.0816.52
Details
Naive
Forecast
LowNext ValueHigh
13.6715.1116.55
Details

Wesmark Small Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Wesmark Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wesmark Small Pany, and traders can use it to determine the average amount a Wesmark Small'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 = -0.1556

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsWMKSX

Estimated Market Risk

 1.44
  actual daily
12
88% of assets are more volatile

Expected Return

 -0.22
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.16
  actual daily
0
Most of other assets perform better
Based on monthly moving average Wesmark Small is not performing at its full potential. However, 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 Small by adding Wesmark Small to a well-diversified portfolio.

Wesmark Small Fundamentals Growth

Wesmark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wesmark Small, and Wesmark Small 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.

About Wesmark Small Performance

Evaluating Wesmark Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wesmark Small 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 Small 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 small capitalization companies. In creating a diversified portfolio of investments in small-sized companies, WesBanco Investment Department, a division of WesBanco Bank, Inc. , defines small companies as companies that do not exceed the market capitalizations of the Russell 2000 Index , or the Standard Poors SmallCap 600 Index at the time of purchasing a security.

Things to note about Wesmark Small Pany performance evaluation

Checking the ongoing alerts about Wesmark Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wesmark Small Pany help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Wesmark Small Pany generated a negative expected return over the last 90 days
The fund keeps 96.89% of its net assets in stocks
Evaluating Wesmark Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wesmark Small's mutual fund performance include:
  • Analyzing Wesmark Small'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 Small's stock is overvalued or undervalued compared to its peers.
  • Examining Wesmark Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wesmark Small's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Wesmark Small's mutual fund. These opinions can provide insight into Wesmark Small's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Wesmark Small's mutual fund performance is not an exact science, and many factors can impact Wesmark Small's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Wesmark Mutual Fund

Wesmark Small 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 Small security.
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