WesMark
Statistics as of Apr 02, 2025
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Found total of 6 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return ▼ | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 1.16% | TTM Yield 0.1% | 3yr Sharpe 0.10 | YTD Return -6.1% | 3yr Return 19.7% | 1yr Return 5.0% | Total Assets $310M | 6M Money Flow -$32M | |
Expense Ratio 1.23% | TTM Yield 0.0% | 3yr Sharpe -0.02 | YTD Return -4.9% | 3yr Return 14.8% | 1yr Return 11.1% | Total Assets $130M | 6M Money Flow -$1M | |
Expense Ratio 1.30% | TTM Yield 2.0% | 3yr Sharpe -0.19 | YTD Return 0.0% | 3yr Return 8.2% | 1yr Return 5.2% | Total Assets $95M | 6M Money Flow -$5M | |
Expense Ratio 1.63% | TTM Yield 1.2% | 3yr Sharpe -0.24 | YTD Return 2.3% | 3yr Return 6.9% | 1yr Return 6.1% | Total Assets $46M | 6M Money Flow -$2M | |
Expense Ratio 1.16% | TTM Yield 2.1% | 3yr Sharpe -0.56 | YTD Return 0.0% | 3yr Return 1.3% | 1yr Return 1.5% | Total Assets $87M | 6M Money Flow -$2M | |
Expense Ratio 1.08% | TTM Yield 3.4% | 3yr Sharpe -0.88 | YTD Return 3.2% | 3yr Return -5.7% | 1yr Return 5.7% | Total Assets $173M | 6M Money Flow -$381K | |