Wesmark Small Pany Fund Manager Performance Evaluation
| WMKSX Fund | USD 16.97 0.15 0.88% |
The entity maintains a market beta of 1.48, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Wesmark Small will likely underperform.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Wesmark Small Pany are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Wesmark Small showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 1.2300 |
Wesmark |
Wesmark Small Relative Risk vs. Return Landscape
If you would invest 1,450 in Wesmark Small Pany on September 13, 2024 and sell it today you would earn a total of 262.00 from holding Wesmark Small Pany or generate 18.07% return on investment over 90 days. Wesmark Small Pany is currently producing 0.2713% returns and takes up 1.23% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Wesmark, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wesmark Small Current Valuation
Undervalued
Today
Please note that Wesmark Small's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Wesmark Small Pany maintains a prevalent Real Value of $18.34 per share. The last-minute price of the fund is $16.97. We determine the value of Wesmark Small Pany 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wesmark Mutual Fund. However, Wesmark Small'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 16.97 | Real 18.34 | Hype 17.12 | Naive 16.75 |
The intrinsic value of Wesmark Small'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 Small'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 Small Pany 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 Small more accurately as focusing exclusively on Wesmark Small's fundamentals will not take into account other important factors: Wesmark Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wesmark Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wesmark Small Pany, and traders can use it to determine the average amount a Wesmark Small'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 = 0.2206
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | WMKSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Wesmark Small is performing at about 17% of its full potential. 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 Small by adding it to a well-diversified portfolio.
Wesmark Small Fundamentals Growth
Wesmark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wesmark Small, and Wesmark Small 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.
| Price To Earning | 17.51 X | ||||
| Price To Book | 2.29 X | ||||
| Price To Sales | 1.09 X | ||||
About Wesmark Small Performance
Evaluating Wesmark Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wesmark Small 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 Small 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 at least 80 percent of the value of its net assets in equity securities of small capitalization companies. In creating a diversified portfolio of investments in small-sized companies, WesBanco Investment Department, a division of WesBanco Bank, Inc. , defines small companies as companies that do not exceed the market capitalizations of the Russell 2000 Index , or the Standard Poors SmallCap 600 Index at the time of purchasing a security.Things to note about Wesmark Small Pany performance evaluation
Checking the ongoing alerts about Wesmark Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wesmark Small Pany help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 96.89% of its net assets in stocks |
- Analyzing Wesmark Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Wesmark Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wesmark Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wesmark Small's mutual fund. These opinions can provide insight into Wesmark Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wesmark Mutual Fund
Wesmark Small 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 Small security.
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