Plumb Balanced Fund Price on October 21, 2024
| PLIBX Fund | USD 40.82 5.10 14.28% |
Below is the normalized historical share price chart for Plumb Balanced extending back to August 03, 2020. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Plumb Balanced stands at 40.82, as last reported on the 14th of December 2024, with the highest price reaching 40.82 and the lowest price hitting 40.82 during the day.
If you're considering investing in Plumb Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Plumb Mutual Fund to be very steady. Plumb Balanced maintains Sharpe Ratio (i.e., Efficiency) of 0.041, which implies the entity had a 0.041% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Plumb Balanced, which you can use to evaluate the volatility of the fund. Please check Plumb Balanced's Semi Deviation of 0.422, coefficient of variation of 681.06, and Risk Adjusted Performance of 0.1039 to confirm if the risk estimate we provide is consistent with the expected return of 0.1%.
Plumb Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Plumb |
Sharpe Ratio = 0.041
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| Cash | Small Risk | PLIBX | High Risk | Huge Risk |
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Estimated Market Risk
| 2.44 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Plumb Balanced is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Plumb Balanced by adding it to a well-diversified portfolio.
Plumb Balanced Valuation on October 21, 2024
It is possible to determine the worth of Plumb Balanced on a given historical date. On October 21, 2024 Plumb was worth 40.1 at the beginning of the trading date compared to the closed value of 40.1. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Plumb Balanced mutual fund. Still, in general, we apply an absolute valuation method to find Plumb Balanced's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Plumb Balanced where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Plumb Balanced's related companies.
| Open | High | Low | Close | Volume | |
| 40.15 | 40.15 | 40.15 | 40.15 | 1.00 | |
10/21/2024 | 40.10 | 40.10 | 40.10 | 40.10 | 1.00 |
| 40.01 | 40.01 | 40.01 | 40.01 | 1.00 |
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Plumb Balanced Trading Date Momentum on October 21, 2024
| On October 22 2024 Plumb Balanced was traded for 40.01 at the closing time. The highest daily price throughout the period was 40.01 and the lowest price was 40.01 . There was no trading activity during the period 1.0. Lack of trading volume on 10/22/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.22% . The trading delta at closing time to current closing price is 2.59% . |
Plumb Balanced Fundamentals Correlations and Trends
By evaluating Plumb Balanced's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Plumb Balanced's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Plumb financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Plumb Balanced Mutual Fund history
Plumb Balanced investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Plumb is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Plumb Balanced will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Plumb Balanced stock prices may prove useful in developing a viable investing in Plumb Balanced
The fund invests in a diversified portfolio of common stocks and fixed income securities. More than 50 percent of its assets are normally invested in common stocks. The fund invests in many types of stocks, including a blend of large company stocks, small company stocks, growth stocks, and value stocks. It also normally invests at least 25 percent of the funds assets in fixed income senior securities.
Plumb Balanced Mutual Fund Technical Analysis
Plumb Balanced technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Plumb Balanced Period Price Range
Low | December 14, 2024
| High |
0.00 | 0.00 |
Plumb Balanced cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Plumb Balanced December 14, 2024 Market Strength
Market strength indicators help investors to evaluate how Plumb Balanced mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Plumb Balanced shares will generate the highest return on investment. By undertsting and applying Plumb Balanced mutual fund market strength indicators, traders can identify Plumb Balanced entry and exit signals to maximize returns
Plumb Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Plumb Balanced's price direction in advance. Along with the technical and fundamental analysis of Plumb Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Plumb to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1039 | |||
| Jensen Alpha | 0.0664 | |||
| Total Risk Alpha | 0.003 | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.797 |
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Other Information on Investing in Plumb Mutual Fund
Plumb Balanced 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 Balanced security.
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