WesMark

Statistics as of May 27, 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 Assets6M Money Flow
Large Blend
Expense Ratio
0.00%
TTM Yield
0.1%
3yr Sharpe
0.27
YTD Return
-3.0%
3yr Return
35.8%
1yr Return
8.7%
Total Assets
$320M
6M Money Flow
-$26M
Small Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.13
YTD Return
0.6%
3yr Return
33.4%
1yr Return
14.9%
Total Assets
$140M
6M Money Flow
-$149K
Tactical Allocation
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
-0.08
YTD Return
2.5%
3yr Return
12.6%
1yr Return
6.1%
Total Assets
$46M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
-0.10
YTD Return
-1.2%
3yr Return
10.4%
1yr Return
4.9%
Total Assets
$92M
6M Money Flow
-$5M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
3.5%
3yr Sharpe
-0.73
YTD Return
1.5%
3yr Return
-3.9%
1yr Return
4.5%
Total Assets
$166M
6M Money Flow
-$5M
Muni Single State Interm
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
-0.44
YTD Return
-0.9%
3yr Return
2.0%
1yr Return
2.5%
Total Assets
$86M
6M Money Flow
-$3M