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Wesmark Balanced Fund: (MF: WMBLX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:26 PM ET

$13.92 USD

-0.01 (-0.07%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 2.43 26
3 months 4.66 13
6 months 9.88 19
1 Year 11.43 63
3 Year 8.53 91
5 Year 7.03 62
10 Year 7.67 69

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 60.97
Bear Market (10/07 - 2/09) -29.79
Bull Market (2/09 - 3/21) 298.13

Load Adjusted Returns as of Jan 31, 2026

1 Year 10.80
5 Year 6.43
10 Year 7.18
Since Inception 5.33

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.27 3.12 4.93 2.68
2024 4.72 0.23 6.11 -1.87
2023 0.08 1.02 -2.37 6.36
2022 -1.52 -8.96 -4.46 8.38
2021 5.25 4.42 -0.69 6.05

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.4310.809.294.97-7.1715.755.0120.32-4.5810.769.71
% Total Return Rel to Index 0.00-7.41-15.72-21.2611.03-12.93-13.38-11.16-0.18-11.02-2.22
% Total Return Rel to Peer 0.00-2.37-2.33-8.986.582.56-6.251.550.99-2.383.36
% Perf Quintile vs Peer* 0.000.000.005.001.002.005.002.003.005.001.00
% Dividends 0.010.250.260.260.180.140.220.220.220.210.21
% Yield NA1.721.831.761.370.931.591.601.811.551.64
Capital Gains ($) 0.000.781.020.350.310.710.280.600.460.350.26
Expense Ratio 0.001.281.301.241.241.251.271.251.241.231.23

* 1 = Top 20%, 5 = Bottom 20%