WesMark

Statistics as of Apr 04, 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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets ▼6M Money Flow
Large Blend
Expense Ratio
1.16%
TTM Yield
0.1%
3yr Sharpe
0.10
YTD Return
-17.1%
3yr Return
4.7%
1yr Return
-6.1%
Total Assets
$276M
6M Money Flow
-$32M
Intermediate Core Bond
Expense Ratio
1.08%
TTM Yield
3.4%
3yr Sharpe
-0.88
YTD Return
4.0%
3yr Return
-5.0%
1yr Return
6.1%
Total Assets
$174M
6M Money Flow
-$381K
Small Blend
Expense Ratio
1.23%
TTM Yield
0.0%
3yr Sharpe
-0.02
YTD Return
-15.9%
3yr Return
1.5%
1yr Return
-1.3%
Total Assets
$117M
6M Money Flow
-$1M
Moderate Allocation
Expense Ratio
1.30%
TTM Yield
2.1%
3yr Sharpe
-0.19
YTD Return
-6.3%
3yr Return
1.2%
1yr Return
-0.9%
Total Assets
$89M
6M Money Flow
-$5M
Muni Single State Interm
Expense Ratio
1.16%
TTM Yield
2.1%
3yr Sharpe
-0.56
YTD Return
1.2%
3yr Return
2.5%
1yr Return
2.7%
Total Assets
$88M
6M Money Flow
-$2M
Tactical Allocation
Expense Ratio
1.63%
TTM Yield
1.2%
3yr Sharpe
-0.24
YTD Return
-4.1%
3yr Return
-0.1%
1yr Return
-0.4%
Total Assets
$43M
6M Money Flow
-$2M