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WesMark Small Company Growth (WMKSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.14+0.17 (+1.22%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.20%
5-year average return13.09%
Number of years up23
Number of years down7
Best 1-yr total return (23 May 2024)39.95%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return39.95%
Worst 3-yr total return2.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWMKSXCategory
YTD1.59%20.19%
1-month-5.03%0.02%
3-month5.43%4.36%
1-year20.06%60.18%
3-year1.21%11.32%
5-year10.62%13.88%
10-year7.98%11.19%
Last bull market27.45%27.98%
Last bear market-17.30%-24.08%

Annual total return (%) history

Year
WMKSXCategory
2024
N/AN/A
2023
19.46%N/A
2022
-20.56%N/A
2021
23.23%N/A
2020
36.61%10.99%
2019
20.32%23.75%
2018
-13.72%-12.72%
2017
13.19%12.28%
2016
11.42%20.78%
2015
-2.87%-5.38%
2014
3.08%3.79%
2013
39.95%37.39%
2012
4.14%15.46%
2011
0.07%-4.07%
2010
24.88%25.61%
2009
34.56%31.80%
2008
-35.32%-36.56%
2007
14.83%-1.10%
2006
9.39%15.03%
2005
11.54%6.75%
2004
2.62%18.94%
2003
46.67%43.41%
2002
-32.84%-16.22%
2001
-11.27%8.92%
2000
0.05%11.89%
1999
122.06%19.95%
1998
-21.54%-3.03%
1997
16.76%26.36%
1996
19.03%21.50%
1995
35.92%27.21%
1994
7.00%-1.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.97%N/AN/AN/A
20232.70%3.82%-1.14%13.33%
2022-4.02%-17.30%-6.60%7.15%
202110.86%4.53%1.82%4.44%
2020-22.28%30.78%5.31%27.63%
201915.15%-0.74%-3.70%9.32%
20181.37%1.35%4.34%-19.51%
20172.40%0.59%6.05%3.62%
2016-3.50%0.25%6.90%7.74%
20156.09%-2.12%-7.96%1.63%
20142.47%1.42%-4.70%4.08%
201312.85%0.81%11.57%10.27%
20125.17%-7.67%3.38%3.73%
20118.50%-1.02%-21.77%19.11%
20106.62%-8.67%12.54%13.96%
2009-9.22%25.38%12.28%5.29%
2008-12.44%10.41%-10.66%-25.11%
20073.83%8.11%1.20%1.08%
200612.88%-7.57%-1.73%6.69%
2005-3.36%4.58%8.23%1.96%
20040.69%2.87%-9.71%9.72%
2003-7.88%22.15%12.39%15.97%
2002-2.04%-19.94%-23.18%11.49%
2001-14.52%16.44%-29.97%27.29%
200018.96%5.17%-6.10%-14.83%
19996.57%16.85%16.22%53.44%
19985.75%-19.83%-25.83%24.78%
1997-2.26%14.32%18.68%-11.95%
19960.46%2.92%0.31%14.76%
199510.11%14.74%4.93%2.52%
1994-4.60%-5.26%10.81%6.84%

Rank in category (by total return)

YTD17
1-month13
3-month5
1-year11
3-year38
5-year6

Load adjusted returns

1-year20.06%
3-year1.21%
5-year10.62%
10-year7.98%