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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
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
Small Blend
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
Tactical Allocation
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
Moderate Allocation
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
Intermediate Core Bond
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
Muni Single State Interm
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