Plumb Equity Fund Price History
PLBEX Fund | USD 28.27 0.60 2.08% |
Below is the normalized historical share price chart for Plumb Equity Fund extending back to May 29, 2007. 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 Equity stands at 28.27, as last reported on the 27th of March, with the highest price reaching 28.27 and the lowest price hitting 28.27 during the day.
If you're considering investing in Plumb Mutual Fund, it is important to understand the factors that can impact its price. Plumb Equity maintains Sharpe Ratio (i.e., Efficiency) of -0.0847, which implies the entity had a -0.0847 % return per unit of risk over the last 3 months. Plumb Equity exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Plumb Equity's Coefficient Of Variation of (1,223), variance of 1.73, and Risk Adjusted Performance of (0.06) to confirm the risk estimate we provide.
Plumb Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Plumb |
Sharpe Ratio = -0.0847
Best Portfolio | Best Equity | |||
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | PLBEX |
Estimated Market Risk
1.32 actual daily | 11 89% of assets are more volatile |
Expected Return
-0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
-0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Plumb Equity is not performing at its full potential. However, 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 Equity by adding Plumb Equity to a well-diversified portfolio.
Plumb Equity Mutual Fund Price History Chart
There are several ways to analyze Plumb Equity Fund price data. The simplest method is using a basic Plumb candlestick price chart, which shows Plumb Equity price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | January 23, 2025 | 31.42 |
Lowest Price | March 13, 2025 | 27.11 |
Plumb Equity March 27, 2025 Mutual Fund Price Synopsis
Various analyses of Plumb Equity's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Plumb Mutual Fund. It can be used to describe the percentage change in the price of Plumb Equity from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Plumb Mutual Fund.Plumb Equity Price Rate Of Daily Change | 0.98 | |
Plumb Equity Price Action Indicator | (0.30) |
Plumb Equity March 27, 2025 Mutual Fund Price Analysis
Plumb Mutual Fund Price History Data
The price series of Plumb Equity for the period between Fri, Dec 27, 2024 and Thu, Mar 27, 2025 has a statistical range of 4.31 with a coefficient of variation of 3.75. The price distribution for the period has arithmetic mean of 29.83. The median price for the last 90 days is 30.22. The company had dividends distributed to its stock-holders on December 13, 2019.Open | High | Low | Close | Volume | ||
03/26/2025 | 28.27 | 28.27 | 28.27 | 28.27 | 1.00 | |
03/25/2025 | 28.87 | 28.87 | 28.87 | 28.87 | 1.00 | |
03/24/2025 | 28.74 | 28.74 | 28.74 | 28.74 | 1.00 | |
03/21/2025 | 28.11 | 28.11 | 28.11 | 28.11 | 1.00 | |
03/20/2025 | 28.17 | 28.17 | 28.17 | 28.17 | 1.00 | |
03/19/2025 | 28.13 | 28.13 | 28.13 | 28.13 | 1.00 | |
03/18/2025 | 27.67 | 27.67 | 27.67 | 27.67 | 1.00 | |
03/17/2025 | 28.01 | 28.01 | 28.01 | 28.01 | 1.00 | |
03/14/2025 | 27.74 | 27.74 | 27.74 | 27.74 | 1.00 | |
03/13/2025 | 27.11 | 27.11 | 27.11 | 27.11 | 1.00 | |
03/12/2025 | 27.58 | 27.58 | 27.58 | 27.58 | 1.00 | |
03/11/2025 | 27.30 | 27.30 | 27.30 | 27.30 | 1.00 | |
03/10/2025 | 27.35 | 27.35 | 27.35 | 27.35 | 1.00 | |
03/07/2025 | 28.36 | 28.36 | 28.36 | 28.36 | 1.00 | |
03/06/2025 | 28.38 | 28.38 | 28.38 | 28.38 | 1.00 | |
03/05/2025 | 29.11 | 29.11 | 29.11 | 29.11 | 1.00 | |
03/04/2025 | 28.77 | 28.77 | 28.77 | 28.77 | 1.00 | |
03/03/2025 | 28.98 | 28.98 | 28.98 | 28.98 | 1.00 | |
02/28/2025 | 29.75 | 29.75 | 29.75 | 29.75 | 1.00 | |
02/27/2025 | 29.37 | 29.37 | 29.37 | 29.37 | 1.00 | |
02/26/2025 | 29.82 | 29.82 | 29.82 | 29.82 | 1.00 | |
02/25/2025 | 29.65 | 29.65 | 29.65 | 29.65 | 1.00 | |
02/24/2025 | 29.94 | 29.94 | 29.94 | 29.94 | 1.00 | |
02/21/2025 | 30.14 | 30.14 | 30.14 | 30.14 | 1.00 | |
02/20/2025 | 30.60 | 30.60 | 30.60 | 30.60 | 1.00 | |
02/19/2025 | 30.76 | 30.76 | 30.76 | 30.76 | 1.00 | |
02/18/2025 | 30.84 | 30.84 | 30.84 | 30.84 | 1.00 | |
02/14/2025 | 30.64 | 30.64 | 30.64 | 30.64 | 1.00 | |
02/13/2025 | 30.55 | 30.55 | 30.55 | 30.55 | 1.00 | |
02/12/2025 | 30.31 | 30.31 | 30.31 | 30.31 | 1.00 | |
02/11/2025 | 30.59 | 30.59 | 30.59 | 30.59 | 1.00 | |
02/10/2025 | 30.61 | 30.61 | 30.61 | 30.61 | 1.00 | |
02/07/2025 | 30.30 | 30.30 | 30.30 | 30.30 | 1.00 | |
02/06/2025 | 30.81 | 30.81 | 30.81 | 30.81 | 1.00 | |
02/05/2025 | 30.83 | 30.83 | 30.83 | 30.83 | 1.00 | |
02/04/2025 | 30.53 | 30.53 | 30.53 | 30.53 | 1.00 | |
02/03/2025 | 30.28 | 30.28 | 30.28 | 30.28 | 1.00 | |
01/31/2025 | 30.60 | 30.60 | 30.60 | 30.60 | 1.00 | |
01/30/2025 | 30.89 | 30.89 | 30.89 | 30.89 | 1.00 | |
01/29/2025 | 30.55 | 30.55 | 30.55 | 30.55 | 1.00 | |
01/28/2025 | 30.75 | 30.75 | 30.75 | 30.75 | 1.00 | |
01/27/2025 | 30.20 | 30.20 | 30.20 | 30.20 | 1.00 | |
01/24/2025 | 31.17 | 31.17 | 31.17 | 31.17 | 1.00 | |
01/23/2025 | 31.42 | 31.42 | 31.42 | 31.42 | 1.00 | |
01/22/2025 | 31.31 | 31.31 | 31.31 | 31.31 | 1.00 | |
01/21/2025 | 30.88 | 30.88 | 30.88 | 30.88 | 1.00 | |
01/17/2025 | 30.61 | 30.61 | 30.61 | 30.61 | 1.00 | |
01/16/2025 | 30.43 | 30.43 | 30.43 | 30.43 | 1.00 | |
01/15/2025 | 30.41 | 30.41 | 30.41 | 30.41 | 1.00 | |
01/14/2025 | 29.68 | 29.68 | 29.68 | 29.68 | 1.00 | |
01/13/2025 | 29.69 | 29.69 | 29.69 | 29.69 | 1.00 | |
01/10/2025 | 29.74 | 29.74 | 29.74 | 29.74 | 1.00 | |
01/08/2025 | 30.26 | 30.26 | 30.26 | 30.26 | 1.00 | |
01/07/2025 | 30.21 | 30.21 | 30.21 | 30.21 | 1.00 | |
01/06/2025 | 30.73 | 30.73 | 30.73 | 30.73 | 1.00 | |
01/03/2025 | 30.48 | 30.48 | 30.48 | 30.48 | 1.00 | |
01/02/2025 | 30.03 | 30.03 | 30.03 | 30.03 | 1.00 | |
12/31/2024 | 30.01 | 30.01 | 30.01 | 30.01 | 1.00 | |
12/30/2024 | 30.22 | 30.22 | 30.22 | 30.22 | 1.00 | |
12/27/2024 | 30.39 | 30.39 | 30.39 | 30.39 | 1.00 | |
12/26/2024 | 30.73 | 30.73 | 30.73 | 30.73 | 1.00 |
About Plumb Equity Mutual Fund history
Plumb Equity 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 Equity 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 Equity stock prices may prove useful in developing a viable investing in Plumb Equity
The fund normally invests at least 80 percent of its assets, including borrowings for investment purposes, in common stocks and other equity securities, such as exchange-traded funds , options, preferred stocks and securities convertible into such equity securities. It generally invests in higher quality companies that are trading at significant discounts to portfolio managers estimates of their intrinsic value. These companies may include large, medium, and smaller-sized companies.
Plumb Equity Mutual Fund Technical Analysis
Plumb Equity 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.
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Plumb Equity Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Plumb Equity'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 | (0.06) | |||
Jensen Alpha | (0.11) | |||
Total Risk Alpha | (0.08) | |||
Treynor Ratio | (0.91) |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
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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