WesMark

Statistics as of May 01, 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 ▼
Small Blend
Expense Ratio
1.23%
TTM Yield
0.0%
3yr Sharpe
0.13
YTD Return
-6.7%
3yr Return
23.9%
1yr Return
12.4%
Total Assets
$130M
6M Money Flow
-$149K
Tactical Allocation
Expense Ratio
1.63%
TTM Yield
1.2%
3yr Sharpe
-0.08
YTD Return
0.3%
3yr Return
11.5%
1yr Return
6.1%
Total Assets
$45M
6M Money Flow
-$2M
Muni Single State Interm
Expense Ratio
1.16%
TTM Yield
2.1%
3yr Sharpe
-0.44
YTD Return
-0.7%
3yr Return
3.8%
1yr Return
1.5%
Total Assets
$86M
6M Money Flow
-$3M
Intermediate Core Bond
Expense Ratio
1.08%
TTM Yield
3.5%
3yr Sharpe
-0.73
YTD Return
2.7%
3yr Return
-3.0%
1yr Return
6.8%
Total Assets
$170M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
1.30%
TTM Yield
2.1%
3yr Sharpe
-0.10
YTD Return
-2.6%
3yr Return
10.5%
1yr Return
5.2%
Total Assets
$91M
6M Money Flow
-$5M
Large Blend
Expense Ratio
1.16%
TTM Yield
0.1%
3yr Sharpe
0.27
YTD Return
-7.7%
3yr Return
29.7%
1yr Return
7.1%
Total Assets
$306M
6M Money Flow
-$26M