Plumb Equity Fund Market Value
| PLIEX Fund | USD 31.94 0.30 0.95% |
| Symbol | 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.
| 11/13/2025 |
| 02/11/2026 |
If you would invest 0.00 in Plumb Equity on November 13, 2025 and sell it all today you would earn a total of 0.00 from holding Plumb Equity or generate 0.0% return on investment in Plumb Equity over 90 days. Plumb Equity is related to or competes with Lord Abbett, T Rowe, Doubleline Emerging, Aig Government, Prudential Emerging, and Ashmore Emerging. 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 upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 4.46 | |||
| Value At Risk | (2.03) | |||
| Potential Upside | 1.78 |
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 | (0.02) | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.15) | |||
| Treynor Ratio | (5.61) |
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 February 11, 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 | (0.02) | |||
| Market Risk Adjusted Performance | (5.60) | |||
| Mean Deviation | 0.8255 | |||
| Coefficient Of Variation | (4,044) | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.25 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.15) | |||
| Treynor Ratio | (5.61) | |||
| Maximum Drawdown | 4.46 | |||
| Value At Risk | (2.03) | |||
| Potential Upside | 1.78 | |||
| Skewness | (0.32) | |||
| Kurtosis | 0.3486 |
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 0.0112, which implies the entity had a 0.0112 % return per unit of risk over the last 3 months. We have found twenty-one technical indicators for Plumb Equity, which you can use to evaluate the volatility of the fund. Please check Plumb Equity's Coefficient Of Variation of (4,044), variance of 1.25, and Risk Adjusted Performance of (0.02) to confirm if the risk estimate we provide is consistent with the expected return of 0.0115%. The fund holds a Beta of 0.0067, which implies not very significant fluctuations relative to the market. As returns on the market increase, Plumb Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Plumb Equity is expected to be smaller as well.
Auto-correlation | -0.35 |
Poor reverse predictability
Plumb Equity has poor reverse predictability. Overlapping area represents the amount of predictability between Plumb Equity time series from 13th of November 2025 to 28th of December 2025 and 28th of December 2025 to 11th of February 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 -0.35 indicates that nearly 35.0% of current Plumb Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.35 | |
| Spearman Rank Test | -0.3 | |
| Residual Average | 0.0 | |
| Price Variance | 0.28 |
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 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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