Plumb Balanced Fund Price on May 9, 3300
| PLIBX Fund | USD 41.13 0.11 0.27% |
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 41.13, as last reported on the 2nd of December, with the highest price reaching 41.13 and the lowest price hitting 41.13 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 0.16, which implies the entity had a 0.16% 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 Risk Adjusted Performance of 0.0886, semi deviation of 0.5646, and Coefficient Of Variation of 846.94 to confirm if the risk estimate we provide is consistent with the expected return of 0.0969%.
Plumb Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Plumb |
Sharpe Ratio = 0.16
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| Cash | PLIBX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Plumb Balanced is performing at about 12% 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.
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
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 2, 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 2, 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 | 0.0886 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.0979 |
| Cycle Indicators | ||
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| Momentum Indicators | ||
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| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
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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