WMKGX
Price:
$22
Market Cap:
$303.56M
The fund pursues its investment objective primarily by selecting equity securities of large capitalization companies. Equity securities may include common stocks, preferred stocks, securities (including debt securities) that are convertible into common stocks, and exchange traded funds (ETFs) and other investment companies. The fund will invest primarily in securities issued by domestic companies. It may purchase ETFs or other investment companies in order to achieve exposure to a specific market sector, to achieve exposure to foreign markets or for other reasons consistent with its investment strategy.
Industry
Asset Management
IPO Date
1997-03-12
Stock Exchange
NASDAQ
Ticker
WMKGX
According to WesMark Large Company Fund’s latest financial reports and current stock price. The company's current ROE is 2.36%. This represents a change of 456.71% compared to the average of 0.42% of the last 4 quarters.
The mean historical ROE of WesMark Large Company Fund over the last ten years is -1.68%. The current 2.36% ROE has changed -240.27% with respect to the historical average. Over the past ten years (40 quarters), WMKGX's ROE was at its highest in in the October 2017 quarter at 9.66%. The ROE was at its lowest in in the October 2015 quarter at -14.71%.
Average
-1.68%
Median
-0.14%
Minimum
-27.60%
Maximum
20.43%
Discovering the peaks and valleys of WesMark Large Company 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.
Maximum Annual Increase = 690.01%
Maximum Annual ROE = 20.43%
Minimum Annual Increase = -1750.98%
Minimum Annual ROE = -27.60%
| Year | ROE | Change |
|---|---|---|
| 2023 | 2.27% | -108.24% |
| 2022 | -27.60% | 690.01% |
| 2021 | -3.49% | 452.89% |
| 2020 | -0.63% | -282.26% |
| 2019 | 0.35% | -85.18% |
| 2018 | 2.34% | -88.55% |
| 2017 | 20.43% | -186.66% |
| 2016 | -23.57% | 560.35% |
| 2015 | -3.57% | -121.41% |
| 2014 | 16.67% | -1750.98% |
The current ROE of WesMark Large Company Fund (WMKGX) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages
3-year avg
-9.60%
5-year avg
-5.82%
10-year avg
-1.68%
WesMark Large Company Fund’s ROE is less than Northern Large Cap Core Fund (2.36%), less than abrdn U.S. Small Cap Equity Fund (0%), less than Baron International Growth Fund (0%), less than Guinness Atkinson Global Innovators Fund (0%), less than Pear Tree Quality Fund (0%), less than Cohen & Steers Closed-End Opportunity Fund, Inc. (15.73%), less than The Taiwan Fund, Inc. (7.92%), greater than Green Century Balanced Fund (0%), greater than Harbor Mid Cap Value Fund (0%),
| Company | ROE | Market cap |
|---|---|---|
| 2.36% | $347.54M | |
| 0% | $354.02M | |
| 0% | $323.18M | |
| 0% | $302.14M | |
| 0% | $256.25M | |
| 15.73% | $363.11M | |
| 7.92% | $354.02M | |
| 0% | $385.01M | |
| 0% | $381.45M |
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What is the 3-year average ROE for WesMark Large Company Fund (WMKGX)?
What is the 5-year average ROE for WesMark Large Company Fund (WMKGX)?
How does the current ROE for WesMark Large Company Fund (WMKGX) compare to its historical average?