Wesmark Government Bond Fund Fundamentals
| WMBDX Fund | USD 7.79 0.01 0.13% |
Wesmark Government Bond fundamentals help investors to digest information that contributes to Wesmark Government's financial success or failures. It also enables traders to predict the movement of Wesmark Mutual Fund. The fundamental analysis module provides a way to measure Wesmark Government's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wesmark Government mutual fund.
Wesmark |
Wesmark Government Bond Mutual Fund Ten Year Return Analysis
Wesmark Government's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wesmark Government Ten Year Return | 1.99 % |
Most of Wesmark Government's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wesmark Government Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Wesmark Government Bond has a Ten Year Return of 1.99%. This is much higher than that of the WesMark family and significantly higher than that of the Intermediate Core Bond category. The ten year return for all United States funds is notably lower than that of the firm.
Wesmark Government Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wesmark Government's current stock value. Our valuation model uses many indicators to compare Wesmark Government value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wesmark Government competition to find correlations between indicators driving Wesmark Government's intrinsic value. More Info.Wesmark Government Bond is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 217.42 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wesmark Government's earnings, one of the primary drivers of an investment's value.Wesmark Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wesmark Government's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Wesmark Government could also be used in its relative valuation, which is a method of valuing Wesmark Government by comparing valuation metrics of similar companies.Wesmark Government is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Wesmark Government
The fund consists of 95.59% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Wesmark Government's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Wesmark Fundamentals
| Annual Yield | 0 % | ||||
| Year To Date Return | 0.98 % | ||||
| One Year Return | 7.23 % | ||||
| Three Year Return | (4.83) % | ||||
| Five Year Return | (2.58) % | ||||
| Ten Year Return | 1.99 % | ||||
| Net Asset | 180.38 M | ||||
| Minimum Initial Investment | 1 K | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 4.41 % | ||||
| Bond Positions Weight | 95.59 % |
About Wesmark Government Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wesmark Government Bond's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wesmark Government using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wesmark Government Bond based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund pursues its investment objective by investing primarily in U.S. government securities. U.S. government securities include U.S. Treasury securities as well as securities of U.S. government sponsored entities, . The funds portfolio may also include investment-grade corporate debt securities and certain taxable securities issued by municipal entities such as Build America Bonds.
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 Government 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 Government security.
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