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WesMark Government Bond Fund

Ranked 310 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to invest primarily in U.S. government securities. U.S. government securities include U.S. Treasury securities as well as securities of U.S. government sponsored entities. The Fund's portfolio may also include investment-grade corporate debt securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.6% 0.8% 0.2%
2016 0.6% 2.2% 1.2% -0.2% -2.6%
2015 0.8% 1.2% -0.9% 1.3% -0.9%
2014 4.4% 1.4% 1.5% 0.1% 1.4%
2013 -3.5% 0.0% -2.7% 0.1% -0.9%
2012 2.9% 0.9% 0.9% 0.9% 0.3%
2011 4.5% 0.4% 1.2% 2.7% 0.2%
2010 3.0% 1.3% 1.7% 0.3% -0.4%
2009 4.4% 2.0% 0.7% 1.7% 0.0%
2008 6.0% 2.3% -0.8% 1.2% 3.2%
2007 6.5% 1.3% -0.4% 2.5% 2.9%
2006 4.0% 0.1% -0.2% 2.9% 1.2%
2005 0.8% -0.5% 1.7% -0.5% 0.1%
2004 3.0% 1.6% -1.9% 2.6% 0.7%
2003 2.9% 1.0% 1.3% 0.4% 0.1%
2002 4.8% -0.5% 2.7% 1.1% 1.5%
2001 8.8% 3.7% 0.1% 4.5% 0.4%
2000 10.3% 1.5% 1.5% 2.5% 4.5%
1999 -2.3% -0.4% -1.8% 0.6% -0.7%
1998 3.2% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date20/04/1998
  • Share Class size248Mn
  • Base currencyUSD
  • ISIN US9510254025

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.60%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).