WMKMX Performance — WesMark West Virginia Municipal Bond Fund
Data updated: 2026-08-26
WMKMX returned +1.50% year to date and +6.87% over one year to Jun 2026. Annualised returns are +3.31% over 3 years and +0.60% over 5 years. Against its Intermediate Municipal Bond category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $110, against $111 for the category, and to $107 over one year, against $106. Volatility over the past three years was 6.59% a year. In the 12 months to Jun 2026 the fund lost a net $1.3M, and assets reached $88.61M.
WMKMX Growth of $100
What $100 invested in WesMark West Virginia Municipal Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Intermediate Municipal Bond category average over the same months.
| Period | WMKMX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $107 | $106 |
| 3 years (Jul 2023 – Jun 2026) | $110 | $111 |
| 5 years (Jul 2021 – Jun 2026) | $103 | $105 |
| Since data start (Jan 2020 – Jun 2026) | $107 | $110 |
WMKMX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +1.50% |
| 1 year | +6.87% |
| 3 years (annualised) | +3.31% |
| 5 years (annualised) | +0.60% |
WMKMX Annual Returns
Calendar-year total returns of WesMark West Virginia Municipal Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +1.50% |
| 2025 | +5.39% |
| 2024 | −0.02% |
| 2023 | +4.30% |
| 2022 | −7.85% |
| 2021 | +0.43% |
| 2020 | +3.48% |
WMKMX 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% | +1.4% | −2.7% | +1.2% | +0.3% | +0.6% | — | — | — | — | — | — |
| 2025 | +0.7% | +1.1% | −2.3% | −0.3% | −0.1% | +1.0% | −0.4% | +0.9% | +2.9% | +1.4% | +0.2% | +0.2% |
| 2024 | −0.5% | 0.0% | −0.2% | −1.6% | −1.4% | +2.4% | +0.6% | +1.2% | +1.2% | −1.9% | +1.9% | −1.5% |
| 2023 | +2.9% | −3.0% | +2.2% | −0.2% | −1.4% | +0.8% | +0.2% | −1.6% | −3.6% | −1.5% | +7.1% | +2.8% |
| 2022 | −2.1% | −0.4% | −2.6% | −3.1% | +1.8% | −2.1% | +2.8% | −2.8% | −4.2% | −0.7% | +5.3% | +0.4% |
| 2021 | +0.1% | −1.2% | +0.2% | +0.4% | +0.3% | +0.2% | +0.7% | −0.3% | −0.7% | −0.1% | +0.6% | +0.1% |
| 2020 | +1.2% | +0.6% | −1.4% | −0.5% | +2.2% | +0.1% | +0.8% | −0.3% | 0.0% | −0.1% | +0.8% | +0.2% |
WMKMX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 6.59%
- 3-year Sharpe ratio: -0.18 (vs 4.5% risk-free rate)
- Best month: +7.06% (Nov 2023)
- Worst month: −3.61% (Sep 2023)
WMKMX Fund Flows
Monthly money in and out of WesMark West Virginia Municipal Bond Fund, from SEC Form N-PORT.
- 12-month net flow: −$1.3M
- 12-month gross sales (incl. reinvestments): $3.7M
- Sales ÷ redemptions: 0.74×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.4M | $356K | $1.0M |
| May 2026 | $95K | $53K | $41K |
| Apr 2026 | $170K | $145K | $25K |
| Mar 2026 | $306K | $378K | −$72K |
| Feb 2026 | $188K | $813K | −$625K |
| Jan 2026 | $268K | $253K | $16K |
| Dec 2025 | $333K | $662K | −$329K |
| Nov 2025 | $84K | $406K | −$322K |
| Oct 2025 | $71K | $331K | −$260K |
| Sep 2025 | $623K | $224K | $398K |
| Aug 2025 | $115K | $983K | −$869K |
| Jul 2025 | $54K | $341K | −$288K |
WMKMX Assets Under Management
Net assets of WesMark West Virginia Municipal Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $88.61M |
| 2026-03-31 | $86.20M |
| 2025-12-31 | $87.97M |
| 2025-09-30 | $87.77M |
| 2025-06-30 | $86.15M |
| 2025-03-31 | $86.57M |
| 2024-12-31 | $88.09M |
| 2024-09-30 | $91.64M |
| 2024-06-30 | $86.08M |
| 2024-03-31 | $87.57M |
| 2023-12-31 | $89.56M |
| 2023-09-30 | $87.27M |
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.