# WesMark Balanced (WMBLX)

> Source: Nexqual · https://nexqual.com/WMBLX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, WesMark Balanced (WMBLX), nexqual.com/WMBLX" · informational, not investment advice.

**Price:** USD 14.5 (-0.41% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 14.56 · day 14.5–14.5 · 52w 13.33–14.86 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +10.9% vs S&P 500 +13.4%; 5Y +32.2% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +10.9% | +32.2% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +10.9% | +5.8% |
| Volatility (annualized) | 7.5% | 9.4% |
| Max drawdown | -5.0% (Feb 2026→Mar 2026) | -15.3% (Jan 2022→Sep 2022) |

## Peers
WMKGX (WesMark Growth Fund) USD 25.51 -0.00% · WMBDX (WesMark Government Bond Fund) USD 7.63 -0.00% · WMKSX (Wesmark Small Company Growth Fu) USD 16.17 -0.00% · WMKMX (WesMark West Virginia Municipal) USD 9.5 +0.00% · PLBBX (Plumb Balanced Fund) USD 40.18 -0.00%

## More
Full page: https://nexqual.com/WMBLX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt