Wesmark Government Bond Fund Manager Performance Evaluation
| WMBDX Fund | USD 7.87 0.02 0.25% |
The entity maintains a market beta of -0.0302, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wesmark Government are expected to decrease at a much lower rate. During the bear market, Wesmark Government is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Wesmark Government Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Wesmark Government is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 1.0200 |
Wesmark |
Wesmark Government Relative Risk vs. Return Landscape
If you would invest 807.00 in Wesmark Government Bond on September 13, 2024 and sell it today you would lose (20.00) from holding Wesmark Government Bond or give up 2.48% of portfolio value over 90 days. Wesmark Government Bond is currently producing negative expected returns and takes up 0.3227% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Wesmark, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wesmark Government Current Valuation
Fairly Valued
Today
Please note that Wesmark Government's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wesmark Government Bond maintains a prevalent Real Value of $7.81 per share. The last-minute price of the fund is $7.87. We determine the value of Wesmark Government Bond from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wesmark Government is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wesmark Mutual Fund. However, Wesmark Government's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 7.87 | Real 7.81 | Hype 7.87 | Naive 7.88 |
The intrinsic value of Wesmark Government's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wesmark Government's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wesmark Government Bond helps investors to forecast how Wesmark mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wesmark Government more accurately as focusing exclusively on Wesmark Government's fundamentals will not take into account other important factors: Wesmark Government Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wesmark Government's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wesmark Government Bond, and traders can use it to determine the average amount a Wesmark Government's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1218
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WMBDX |
Estimated Market Risk
| 0.32 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wesmark Government is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wesmark Government by adding Wesmark Government to a well-diversified portfolio.
Wesmark Government Fundamentals Growth
Wesmark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wesmark Government, and Wesmark Government fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wesmark Mutual Fund performance.
About Wesmark Government Performance
Evaluating Wesmark Government's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wesmark Government has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wesmark Government has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund pursues its investment objective by investing primarily in U.S. government securities. U.S. government securities include U.S. Treasury securities as well as securities of U.S. government sponsored entities, . The funds portfolio may also include investment-grade corporate debt securities and certain taxable securities issued by municipal entities such as Build America Bonds.Things to note about Wesmark Government Bond performance evaluation
Checking the ongoing alerts about Wesmark Government for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wesmark Government Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wesmark Government generated a negative expected return over the last 90 days | |
| Wesmark Government Bond generated five year return of -2.0% | |
| This fund keeps about 95.59% of its net assets in bonds |
- Analyzing Wesmark Government's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wesmark Government's stock is overvalued or undervalued compared to its peers.
- Examining Wesmark Government's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wesmark Government's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wesmark Government's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wesmark Government's mutual fund. These opinions can provide insight into Wesmark Government's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wesmark Mutual Fund
Wesmark Government financial ratios help investors to determine whether Wesmark Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wesmark with respect to the benefits of owning Wesmark Government security.
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