Nasdaq - Delayed Quote • USD
WesMark Government Bond (WMBDX)
At close: 8:01 PM EDT
Fund Summary
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, (GSE). The fund's portfolio may also include investment-grade corporate debt securities and certain taxable securities issued by municipal entities such as Build America Bonds.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 4.74% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 21 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -3.31% |
| 5y Average Return | -2.80% |
| Rank in Category (ytd) | 39 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WMBDX | Category Average | WMBDX | Category Average | WMBDX | Category Average | |
| Alpha | -3.16 | 0 | -2.85 | 0 | -1.83 | 0 |
| BETA | 0.97 | 0.01 | 0.91 | 0.01 | 0.89 | 0.01 |
| Mean Annual Return | -0.44 | 0 | -0.18 | 0 | -0.02 | 0 |
| R-squared | 93.95 | 0.84 | 90.56 | 0.86 | 89.63 | 0.86 |
| Standard Deviation | 7.23 | 0.04 | 5.86 | 0.03 | 4.48 | 0.03 |
| Sharpe Ratio | -1.14 | 0.01 | -0.74 | 0.01 | -0.37 | 0.01 |
| Treynor Ratio | -8.58 | 0.07 | -4.9 | 0.02 | -2 | 0.03 |
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