WMKGX Performance — WesMark Large Company Fund
Data updated: 2026-08-26
WMKGX returned +12.05% year to date and +27.93% over one year to Jun 2026. Annualised returns are +20.12% over 3 years and +10.89% over 5 years. Against its US Large Growth category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $173, against $175 for the category, and to $128 over one year, against $117. Volatility over the past three years was 14.43% a year. In the 12 months to Jun 2026 the fund took in a net $12.2M, and assets reached $369.39M.
WMKGX Growth of $100
What $100 invested in WesMark Large Company Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | WMKGX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $128 | $117 |
| 3 years (Jul 2023 – Jun 2026) | $173 | $175 |
| 5 years (Jul 2021 – Jun 2026) | $168 | $166 |
| Since data start (Jan 2020 – Jun 2026) | $243 | $250 |
WMKGX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +12.05% |
| 1 year | +27.93% |
| 3 years (annualised) | +20.12% |
| 5 years (annualised) | +10.89% |
WMKGX Annual Returns
Calendar-year total returns of WesMark Large Company Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +12.05% |
| 2025 | +16.91% |
| 2024 | +21.48% |
| 2023 | +21.93% |
| 2022 | −21.43% |
| 2021 | +26.05% |
| 2020 | +26.30% |
WMKGX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.7% | −2.0% | −4.9% | +12.6% | +7.3% | −1.2% | — | — | — | — | — | — |
| 2025 | +3.6% | −3.7% | −7.0% | −1.5% | +6.6% | +5.2% | +3.2% | +2.2% | +3.6% | +4.4% | −0.1% | +0.2% |
| 2024 | +1.8% | +4.9% | +2.6% | −4.4% | +2.5% | +3.5% | +1.0% | +2.1% | +2.4% | −1.2% | +5.1% | −0.4% |
| 2023 | +5.3% | −3.2% | +2.3% | +1.4% | +0.7% | +5.2% | +3.9% | −1.7% | −4.8% | −2.1% | +9.1% | +4.9% |
| 2022 | −6.8% | −4.5% | +2.1% | −8.9% | −0.1% | −7.4% | +9.6% | −3.7% | −9.1% | +8.2% | +4.5% | −5.5% |
| 2021 | −1.4% | +2.7% | +3.5% | +6.1% | +0.9% | +2.2% | +2.1% | +2.5% | −4.7% | +7.3% | −1.9% | +4.8% |
| 2020 | +1.2% | −8.4% | −12.9% | +14.4% | +6.2% | +3.2% | +6.2% | +9.3% | −3.8% | −3.0% | +10.7% | +3.9% |
WMKGX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 14.43%
- 3-year Sharpe ratio: 1.08 (vs 4.5% risk-free rate)
- Best month: +12.60% (Apr 2026)
- Worst month: −7.03% (Mar 2025)
WMKGX Fund Flows
Monthly money in and out of WesMark Large Company Fund, from SEC Form N-PORT.
- 12-month net flow: $12.2M
- 12-month gross sales (incl. reinvestments): $49.5M
- Sales ÷ redemptions: 1.33×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $597K | $3.9M | −$3.4M |
| May 2026 | $361K | $2.0M | −$1.6M |
| Apr 2026 | $6.4M | $2.9M | $3.5M |
| Mar 2026 | $761K | $2.6M | −$1.9M |
| Feb 2026 | $697K | $2.8M | −$2.1M |
| Jan 2026 | $1000K | $1.7M | −$657K |
| Dec 2025 | $36.5M | $3.7M | $32.8M |
| Nov 2025 | $262K | $1.3M | −$990K |
| Oct 2025 | $958K | $5.8M | −$4.8M |
| Sep 2025 | $227K | $3.6M | −$3.3M |
| Aug 2025 | $566K | $1.4M | −$856K |
| Jul 2025 | $1.2M | $5.6M | −$4.4M |
WMKGX Assets Under Management
Net assets of WesMark Large Company Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $369.39M |
| 2026-03-31 | $309.92M |
| 2025-12-31 | $334.85M |
| 2025-09-30 | $356.77M |
| 2025-06-30 | $334.89M |
| 2025-03-31 | $303.91M |
| 2024-12-31 | $331.64M |
| 2024-09-30 | $347.07M |
| 2024-06-30 | $336.06M |
| 2024-03-31 | $338.92M |
| 2023-12-31 | $314.30M |
| 2023-09-30 | $295.49M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.