Plumb Equity Competition

PLIEX Fund

USD 31.54 0.42 1.31%

Plumb Equity competes with Dreyfus Natural, Franklin Natural, World Energy, and Invesco Energy; as well as few others. The fund is listed under Large Growth category and is part of Plumb Funds family. Analyzing Plumb Equity competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Plumb Equity to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Plumb Equity Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Plumb Equity competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Plumb Equity's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
30.64	31.54	32.44

Details

Intrinsic

Valuation

Low	Real	High
30.55	31.45	32.35

Details

Plumb Equity Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Plumb Equity and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Plumb and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Plumb Equity does not affect the price movement of the other competitor.

	DLDCX	ALEFX	FRNRX	APWEX	XEMOX	IEFCX
DLDCX		0.5	0.72	0.37	0.17	0.54	DLDCX
ALEFX	0.5		0.62	0.91	0.87	0.83	ALEFX
FRNRX	0.72	0.62		0.68	0.52	0.89	FRNRX
APWEX	0.37	0.91	0.68		0.9	0.88	APWEX
XEMOX	0.17	0.87	0.52	0.9		0.78	XEMOX
IEFCX	0.54	0.83	0.89	0.88	0.78		IEFCX
	DLDCX	ALEFX	FRNRX	APWEX	XEMOX	IEFCX

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Risk-Adjusted Indicators

There is a big difference between Plumb Mutual Fund performing well and Plumb Equity Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Plumb Equity's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
DLDCX	0.99	(0.12)	0.00	(0.07)	0.00	0.00	1.39	(1.89)	11.02
ALEFX	0.81	0.07	0.00	0.33	1.51	(0.83)	1.37	(1.80)	9.49
FRNRX	0.74	0.05	(0.02)	0.53	0.92	(0.77)	1.58	(1.57)	4.12
APWEX	0.87	0.12	0.11	0.24	0.74	(1.02)	2.04	(1.59)	5.85
XEMOX	0.79	0.16	0.07	0.84	0.91	(0.86)	1.81	(1.34)	6.88
IEFCX	0.81	0.10	0.01	2.59	1.08	(0.76)	1.64	(1.84)	5.20

Unable to evaluate fundamental data of [DLDCX, ALEFX, FRNRX, APWEX, XEMOX, IEFCX] at this time. Please try again later

All Fundamental Data

Plumb Equity Competitive Analysis

The better you understand Plumb Equity competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Plumb Equity's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Plumb Equity's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	PLIEX	DLDCX	ALEFX	FRNRX	APWEX	XEMOX	IEFCX
	1.31 31.54 Plumb	1.28 38.46 Dreyfus	0.55 14.36 Alpsalerian	1.24 30.38 Franklin	0.67 14.77 World	0.17 52.64 Clearbridge	0.86 25.31 Invesco
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Very Weak	Insignificant	Weak	Good	OK	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	About Average	Low	Low	About Average	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Cautious Hold	Cautious Hold	Strong Buy	Strong Hold	Strong Hold
Net Asset	23.58 M	1.15 B	N/A	389.84 M	57.51 M	N/A	492.41 M
Minimum Initial Investment	2.5 K	N/A	N/A	N/A	N/A	N/A	N/A
Price To Book	N/A	1.58 X	N/A	1.37 X	1.74 X	N/A	1.31 X
Five Year Return	N/A	16.80 %	N/A	10.56 %	18.47 %	N/A	13.20 %
Last Dividend Paid	0.22	0.18	0.14	N/A	0.02	0.23	N/A
One Year Return	N/A	12.67 %	N/A	11.75 %	22.98 %	N/A	12.37 %
Price To Earning	N/A	19.12 X	N/A	26.86 X	25.38 X	N/A	6.26 X
Price To Sales	N/A	0.85 X	N/A	1.42 X	1.41 X	N/A	1.48 X
Cash Position Weight	3.18 %	2.85 %	N/A	1.24 %	0.85 %	N/A	2.35 %
Equity Positions Weight	96.82 %	97.15 %	N/A	98.50 %	92.81 %	N/A	97.65 %
Three Year Return	N/A	13.91 %	N/A	13.30 %	17.89 %	N/A	18.28 %
Annual Yield	N/A	0.02 %	N/A	0.02 %	0.02 %	N/A	0.02 %
Year To Date Return	N/A	6.47 %	N/A	6.00 %	17.90 %	N/A	9.76 %
Bond Positions Weight	N/A	N/A	N/A	N/A	3.58 %	N/A	N/A
Ten Year Return	N/A	0.84 %	N/A	(6.08) %	N/A	N/A	(7.84) %
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)
Day Typical Price	31.54	38.46	14.36	30.38	14.77	52.64	25.31
Period Momentum Indicator	(0.42)	(0.50)	(0.08)	(0.38)	(0.10)	0.09	(0.22)
Rate Of Daily Change	0.99	0.99	0.99	0.99	0.99	1.0	0.99
Day Median Price	31.54	38.46	14.36	30.38	14.77	52.64	25.31
Price Action Indicator	(0.21)	(0.25)	(0.04)	(0.19)	(0.05)	0.045	(0.11)
Coefficient Of Variation	1113.73	(3,827)	1214.36	1235.69	543.08	580.27	889.94
Mean Deviation	0.6836	0.9856	0.8092	0.7362	0.8704	0.791	0.8053
Jensen Alpha	(0.01)	(0.12)	0.069	0.0546	0.1242	0.1614	0.1049
Total Risk Alpha	(0.04)	(0.23)	(0.06)	(0.05)	0.0584	0.0432	(0.02)
Sortino Ratio	(0.02)	N/A	0.0031	(0.02)	0.1051	0.0736	0.0145
Downside Variance	0.8308	N/A	2.79	1.11	1.1	1.52	1.62
Standard Deviation	0.8945	1.49	1.28	0.9372	1.14	1.11	1.06
Kurtosis	0.6432	12.77	13.1	0.2017	1.22	2.41	0.809
Potential Upside	1.29	1.39	1.37	1.58	2.04	1.81	1.64
Treynor Ratio	0.0799	(0.07)	0.3269	0.528	0.2365	0.8358	2.59
Maximum Drawdown	4.65	11.02	9.49	4.12	5.85	6.88	5.2
Variance	0.8002	2.21	1.63	0.8783	1.31	1.23	1.11
Market Risk Adjusted Performance	0.0899	(0.06)	0.3369	0.538	0.2465	0.8458	2.6
Risk Adjusted Performance	0.067	(0.01)	0.064	0.0609	0.1372	0.1284	0.0846
Skewness	(0.03)	(2.55)	(2.59)	(0.49)	0.4744	(0.28)	(0.67)
Semi Deviation	0.8321	N/A	1.51	0.924	0.7436	0.905	1.08
Information Ratio	(0.02)	(0.09)	0.004	(0.03)	0.0966	0.082	0.0176
Value At Risk	(1.45)	(1.89)	(1.80)	(1.57)	(1.59)	(1.34)	(1.84)
Expected Short fall	(0.71)	N/A	(0.83)	(0.77)	(1.02)	(0.86)	(0.76)
Downside Deviation	0.9115	N/A	1.67	1.05	1.05	1.23	1.27
Semi Variance	0.6924	N/A	2.29	0.8537	0.5529	0.8191	1.17

Plumb Equity Competition Performance Charts

Five steps to successful analysis of Plumb Equity Competition

Plumb Equity's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Plumb Equity in relation to its competition. Plumb Equity's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Plumb Equity in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Plumb Equity's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Plumb Equity, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Plumb Equity position

In addition to having Plumb Equity in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Other Information on Investing in Plumb Mutual Fund

Plumb Equity financial ratios help investors to determine whether Plumb Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Plumb with respect to the benefits of owning Plumb Equity security.

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