The ROE as of December 2025 (TTM) for WesMark Balanced Fund (WMBLX) is -11.02%

According to WesMark Balanced Fund’s latest financial reports and current stock price. The company's current ROE is -11.02%. This represents a change of -20537.27% compared to the average of 0.05% of the last 4 quarters.

WesMark Balanced Fund (WMBLX) Historical ROE (quarterly & annually)

How has WMBLX ROE performed in the past?

The mean historical ROE of WesMark Balanced Fund over the last ten years is 2.66%. The current -11.02% ROE has changed -515.09% with respect to the historical average. Over the past ten years (40 quarters), WMBLX's ROE was at its highest in in the May 2019 quarter at 5.12%. The ROE was at its lowest in in the May 2022 quarter at -5.78%.

WesMark Balanced Fund (WMBLX) ROE by Quarter and Year

Discovering the peaks and valleys of WesMark Balanced Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

WesMark Balanced Fund (WMBLX) Average ROE

How has WMBLX ROE performed in the past?

The current ROE of WesMark Balanced Fund (WMBLX) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

WesMark Balanced Fund (WMBLX) ROE vs. Peers

How is WMBLX’s ROE compared to its peers?

WesMark Balanced Fund’s ROE is less than Villere Balanced Fund (0%), less than Reynolds Blue Chip Growth Fund (0%), less than Pear Tree Polaris Small Cap Fund (0%), less than The GDL Fund (4.50%), less than The Central and Eastern Europe Fund, Inc. (35.06%), less than Monetta Fund (0%), less than Chase Growth Fund (0%), less than American Beacon Balanced Fund (2.03%), less than PIMCO Global StocksPLUS & Income Fund (19.31%), less than Nuveen Municipal Income Fund, Inc. (3.48%),

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