WesMark Balanced Fund (WMBLX)

14.25 -0.05 (-0.35%) USD  |  May 19 2026
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WMBLX Max Drawdown (5Y): 15.51% for April 30, 2026

Max Drawdown (5Y) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Max Drawdown Definition

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Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.

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Max Drawdown (5Y) Range, Past 5 Years

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Median

Max Drawdown (5Y) Benchmarks

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Archer Balanced Fund 18.00%
VALIC Company Asset Allocation Fund 20.82%
LKCM Balanced Fund Institutional 19.63%
JNL/WMC Balanced Fund A 20.26%
Transamerica Multi-Asset Income A 16.68%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) -2.730
Beta (5Y) 0.5647
Alpha (vs YCharts Benchmark) (5Y) 4.174
Beta (vs YCharts Benchmark) (5Y) 0.9625
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 9.14%
Historical Sharpe Ratio (5Y) 0.2987
Historical Sortino (5Y) 0.4571
Monthly Value at Risk (VaR) 5% (5Y Lookback) 4.09%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y
Latest Data Point: =YCP("M:WMBLX", "max_drawdown_5y")
Last 5 Data Points: =YCS("M:WMBLX", "max_drawdown_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.