Plumb Equity Fund Net Income
| PLBEX Fund | USD 32.64 0.09 0.28% |
As of the 28th of January, Plumb Equity holds the Semi Deviation of 1.13, coefficient of variation of 2125.2, and Risk Adjusted Performance of 0.0377. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Plumb Equity, as well as the relationship between them.
Plumb Equity's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Plumb Equity's valuation are provided below:Plumb Equity Fund does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Plumb |
Plumb Equity 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Plumb Equity's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Plumb Equity.
| 10/30/2025 |
| 01/28/2026 |
If you would invest 0.00 in Plumb Equity on October 30, 2025 and sell it all today you would earn a total of 0.00 from holding Plumb Equity Fund or generate 0.0% return on investment in Plumb Equity over 90 days. Plumb Equity is related to or competes with Walthausen Small, Frank Value, Guinness Atkinson, Mfs Intermediate, Fidelity Health, Zacks Small-cap, and Barrett Growth. The fund normally invests at least 80 percent of its assets, including borrowings for investment purposes, in common sto... More
Plumb Equity Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Plumb Equity's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Plumb Equity Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.24 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 4.5 | |||
| Value At Risk | (2.05) | |||
| Potential Upside | 1.71 |
Plumb Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Plumb Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Plumb Equity's standard deviation. In reality, there are many statistical measures that can use Plumb Equity historical prices to predict the future Plumb Equity's volatility.| Risk Adjusted Performance | 0.0377 | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.037 |
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 January 28, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0377 | |||
| Market Risk Adjusted Performance | 0.047 | |||
| Mean Deviation | 0.792 | |||
| Semi Deviation | 1.13 | |||
| Downside Deviation | 1.24 | |||
| Coefficient Of Variation | 2125.2 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.12 | |||
| Information Ratio | (0.03) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.037 | |||
| Maximum Drawdown | 4.5 | |||
| Value At Risk | (2.05) | |||
| Potential Upside | 1.71 | |||
| Downside Variance | 1.53 | |||
| Semi Variance | 1.27 | |||
| Expected Short fall | (0.76) | |||
| Skewness | (0.57) | |||
| Kurtosis | 0.4829 |
Plumb Equity Backtested Returns
At this stage we consider Plumb Mutual Fund to be very steady. Plumb Equity maintains Sharpe Ratio (i.e., Efficiency) of 0.012, which implies the entity had a 0.012 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Plumb Equity, which you can use to evaluate the volatility of the fund. Please check Plumb Equity's Semi Deviation of 1.13, risk adjusted performance of 0.0377, and Coefficient Of Variation of 2125.2 to confirm if the risk estimate we provide is consistent with the expected return of 0.0126%. The fund holds a Beta of 1.08, 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.
Auto-correlation | -0.7 |
Very good reverse predictability
Plumb Equity Fund has very good reverse predictability. Overlapping area represents the amount of predictability between Plumb Equity time series from 30th of October 2025 to 14th of December 2025 and 14th of December 2025 to 28th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Plumb Equity price movement. The serial correlation of -0.7 indicates that around 70.0% of current Plumb Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.7 | |
| Spearman Rank Test | -0.06 | |
| Residual Average | 0.0 | |
| Price Variance | 0.26 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Plumb Equity Fund reported net income of 0.0. This indicator is about the same for the Plumb Funds average (which is currently at 0.0) family and about the same as Large Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Plumb Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Plumb Equity's current stock value. Our valuation model uses many indicators to compare Plumb Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Plumb Equity competition to find correlations between indicators driving Plumb Equity's intrinsic value. More Info.Plumb Equity Fund is rated top fund in price to earning among similar funds. It is regarded second largest fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Plumb Equity Fund is roughly 8.30 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Plumb Equity's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Plumb Equity
The fund consists of 95.98% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Plumb Equity's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Plumb Fundamentals
| Price To Earning | 22.74 X | ||||
| Price To Book | 2.74 X | ||||
| Price To Sales | 3.83 X | ||||
| Total Asset | 15.6 M | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 2.09 % | ||||
| One Year Return | 11.41 % | ||||
| Three Year Return | 21.60 % | ||||
| Five Year Return | 6.02 % | ||||
| Ten Year Return | 12.29 % | ||||
| Net Asset | 30.59 M | ||||
| Last Dividend Paid | 0.15 | ||||
| Cash Position Weight | 4.02 % | ||||
| Equity Positions Weight | 95.98 % |
About Plumb Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Plumb Equity Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Plumb Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Plumb Equity Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
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.| HITI | High Tide | |
| HITI | High Tide | |
| BAC | Bank of America |
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.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |