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Wesmark Small Company Fund: (MF: WMKSX)

(NASDAQ Mutual Funds) As of Sep 14, 2026 04:45 PM ET

$16.90 USD

-0.08 (-0.47%)

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 Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 19.04 38
3 months 4.95 52
6 months 12.71 43
1 Year 27.26 49
3 Year 21.77 3
5 Year 11.26 8
10 Year 13.27 7

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 144.04
Bear Market (10/07 - 2/09) -46.94
Bull Market (2/09 - 3/21) 831.09

Load Adjusted Returns as of Jul 31, 2026

1 Year 37.51
5 Year 12.37
10 Year 14.39
Since Inception 6.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 3.49 20.58 NA NA
2025 -7.26 13.91 8.84 1.23
2024 6.52 -0.21 6.41 8.02
2023 2.70 3.81 -1.14 13.33
2022 -4.02 -17.29 -6.59 7.15
2021 10.85 4.53 1.82 4.47

Annual Return

20262025202420232022202120202019201820172016
% Total Return 17.4616.4022.1919.45-20.5523.2636.5720.32-13.7313.1811.41
% Total Return Rel to Index 8.90-1.81-2.83-6.78-2.35-5.4118.17-11.17-9.34-8.60-0.51
% Total Return Rel to Peer 2.339.0910.263.37-1.043.9517.58-5.11-2.96-2.41-4.53
% Perf Quintile vs Peer* 2.001.001.002.003.003.002.005.004.003.004.00
% Dividends 0.000.000.000.040.000.000.000.000.000.000.04
% Yield 0.000.000.000.000.000.000.000.000.000.000.27
Capital Gains ($) 0.003.340.720.730.734.031.320.001.331.190.66
Expense Ratio 0.001.211.231.221.241.231.271.261.251.241.23

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