Plumb Balanced Fund Market Value
| PLIBX Fund | USD 37.42 0.42 1.11% |
| Symbol | Plumb |
Plumb Balanced '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 Balanced'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 Balanced.
| 12/04/2025 |
| 03/04/2026 |
If you would invest 0.00 in Plumb Balanced on December 4, 2025 and sell it all today you would earn a total of 0.00 from holding Plumb Balanced or generate 0.0% return on investment in Plumb Balanced over 90 days. Plumb Balanced is related to or competes with Plumb Balanced, Plumb Equity, Plumb Equity, Conquer Risk, Lord Abbett, Pimco Income, and Matthews Asia. The fund invests in a diversified portfolio of common stocks and fixed income securities More
Plumb Balanced 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 Balanced'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 Balanced upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6687 | |||
| Information Ratio | 0.1071 | |||
| Maximum Drawdown | 10.16 | |||
| Value At Risk | (1.11) | |||
| Potential Upside | 1.1 |
Plumb Balanced Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Plumb Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Plumb Balanced's standard deviation. In reality, there are many statistical measures that can use Plumb Balanced historical prices to predict the future Plumb Balanced's volatility.| Risk Adjusted Performance | 0.1133 | |||
| Jensen Alpha | 0.1496 | |||
| Total Risk Alpha | 0.1085 | |||
| Sortino Ratio | 0.197 | |||
| Treynor Ratio | 0.3277 |
Plumb Balanced March 4, 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 | 0.1133 | |||
| Market Risk Adjusted Performance | 0.3377 | |||
| Mean Deviation | 0.5983 | |||
| Semi Deviation | 0.3266 | |||
| Downside Deviation | 0.6687 | |||
| Coefficient Of Variation | 689.04 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.51 | |||
| Information Ratio | 0.1071 | |||
| Jensen Alpha | 0.1496 | |||
| Total Risk Alpha | 0.1085 | |||
| Sortino Ratio | 0.197 | |||
| Treynor Ratio | 0.3277 | |||
| Maximum Drawdown | 10.16 | |||
| Value At Risk | (1.11) | |||
| Potential Upside | 1.1 | |||
| Downside Variance | 0.4472 | |||
| Semi Variance | 0.1067 | |||
| Expected Short fall | (0.69) | |||
| Skewness | 5.22 | |||
| Kurtosis | 36.36 |
Plumb Balanced Backtested Returns
At this stage we consider Plumb Mutual Fund to be very steady. Plumb Balanced maintains Sharpe Ratio (i.e., Efficiency) of 0.14, which implies the entity had a 0.14 % 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 0.3266, risk adjusted performance of 0.1133, and Coefficient Of Variation of 689.04 to confirm if the risk estimate we provide is consistent with the expected return of 0.18%. The fund holds a Beta of 0.51, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Plumb Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Plumb Balanced is expected to be smaller as well.
Auto-correlation | 0.24 |
Weak predictability
Plumb Balanced has weak predictability. Overlapping area represents the amount of predictability between Plumb Balanced time series from 4th of December 2025 to 18th of January 2026 and 18th of January 2026 to 4th of March 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 Balanced price movement. The serial correlation of 0.24 indicates that over 24.0% of current Plumb Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.24 | |
| Spearman Rank Test | -0.09 | |
| Residual Average | 0.0 | |
| Price Variance | 0.07 |
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.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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