Plumb Equity Fund Manager Performance Evaluation
| PLBEX Fund | USD 32.46 0.05 0.15% |
The fund holds a Beta of 1.1, which implies a somewhat significant risk relative to the market. Plumb Equity returns are very sensitive to returns on the market. As the market goes up or down, Plumb Equity is expected to follow.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Plumb Equity Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Plumb Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 1st of August 2025 | |
| Expense Ratio | 1.5000 |
Plumb |
Plumb Equity Relative Risk vs. Return Landscape
If you would invest 3,313 in Plumb Equity Fund on October 28, 2025 and sell it today you would lose (67.00) from holding Plumb Equity Fund or give up 2.02% of portfolio value over 90 days. Plumb Equity Fund is currently producing negative expected returns and takes up 1.0579% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Plumb, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Plumb Equity Current Valuation
Fairly Valued
Today
Please note that Plumb Equity's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Plumb Equity holds a recent Real Value of $31.92 per share. The prevailing price of the fund is $32.46. We determine the value of Plumb Equity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Plumb Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Plumb Mutual Fund. However, Plumb Equity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 32.46 | Real 31.92 | Hype 32.46 | Naive 32.35 |
The intrinsic value of Plumb Equity's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Plumb Equity's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Plumb Equity Fund helps investors to forecast how Plumb mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Plumb Equity more accurately as focusing exclusively on Plumb Equity's fundamentals will not take into account other important factors: Plumb Equity Target Price Odds to finish over Current Price
The tendency of Plumb Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 32.46 | 90 days | 32.46 | about 16.63 |
Based on a normal probability distribution, the odds of Plumb Equity to move above the current price in 90 days from now is about 16.63 (This Plumb Equity Fund probability density function shows the probability of Plumb Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.1 indicating Plumb Equity Fund market returns are sensitive to returns on the market. As the market goes up or down, Plumb Equity is expected to follow. Additionally Plumb Equity Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Plumb Equity Price Density |
| Price |
Predictive Modules for Plumb Equity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Plumb Equity. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.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.
Plumb Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Plumb Equity is not an exception. The market had few large corrections towards the Plumb Equity's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Plumb Equity Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Plumb Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.05 | |
β | Beta against Dow Jones | 1.10 | |
σ | Overall volatility | 0.64 | |
Ir | Information ratio | -0.04 |
Plumb Equity Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Plumb Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Plumb Equity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Plumb Equity generated a negative expected return over the last 90 days | |
| The fund maintains 95.98% of its assets in stocks |
Plumb Equity Fundamentals Growth
Plumb Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Plumb Equity, and Plumb Equity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Plumb Mutual Fund performance.
| Price To Earning | 22.74 X | ||||
| Price To Book | 2.74 X | ||||
| Price To Sales | 3.83 X | ||||
| Total Asset | 15.6 M | ||||
About Plumb Equity Performance
Evaluating Plumb Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Plumb Equity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Plumb Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Plumb Equity performance evaluation
Checking the ongoing alerts about Plumb Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Plumb Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Plumb Equity generated a negative expected return over the last 90 days | |
| The fund maintains 95.98% of its assets in stocks |
- Analyzing Plumb Equity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Plumb Equity's stock is overvalued or undervalued compared to its peers.
- Examining Plumb Equity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Plumb Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Plumb Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Plumb Equity's mutual fund. These opinions can provide insight into Plumb Equity's potential for growth and whether the stock is currently undervalued or overvalued.
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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