Plumb Balanced Fund Price History
PLIBX Fund | USD 41.02 0.15 0.37% |
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 41.02, as last reported on the 1st of December, with the highest price reaching 41.02 and the lowest price hitting 41.02 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-eight technical indicators for Plumb Balanced, which you can use to evaluate the volatility of the fund. Please check Plumb Balanced's Coefficient Of Variation of 846.94, semi deviation of 0.5646, and Risk Adjusted Performance of 0.0886 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.
Plumb Balanced Mutual Fund Price History Chart
There are several ways to analyze Plumb Balanced Fund price data. The simplest method is using a basic Plumb candlestick price chart, which shows Plumb Balanced price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | November 26, 2024 | 41.03 |
Lowest Price | September 6, 2024 | 37.84 |
Plumb Balanced December 1, 2024 Mutual Fund Price Synopsis
Various analyses of Plumb Balanced's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Plumb Mutual Fund. It can be used to describe the percentage change in the price of Plumb Balanced from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Plumb Mutual Fund.Plumb Balanced Price Rate Of Daily Change | 1.00 | |
Plumb Balanced Price Action Indicator | 0.08 |
Plumb Balanced December 1, 2024 Mutual Fund Price Analysis
Plumb Mutual Fund Price History Data
The price series of Plumb Balanced for the period between Mon, Sep 2, 2024 and Sun, Dec 1, 2024 has a statistical range of 3.19 with a coefficient of variation of 1.98. The price distribution for the period has arithmetic mean of 39.58. The median price for the last 90 days is 39.47.Open | High | Low | Close | Volume | ||
12/01/2024 | 41.02 | 41.02 | 41.02 | 41.02 | ||
11/29/2024 | 41.02 | 41.02 | 41.02 | 41.02 | 1.00 | |
11/27/2024 | 40.87 | 40.87 | 40.87 | 40.87 | 1.00 | |
11/26/2024 | 41.03 | 41.03 | 41.03 | 41.03 | 1.00 | |
11/25/2024 | 40.93 | 40.93 | 40.93 | 40.93 | 1.00 | |
11/22/2024 | 40.71 | 40.71 | 40.71 | 40.71 | 1.00 | |
11/21/2024 | 40.46 | 40.46 | 40.46 | 40.46 | 1.00 | |
11/20/2024 | 40.37 | 40.37 | 40.37 | 40.37 | 1.00 | |
11/19/2024 | 40.39 | 40.39 | 40.39 | 40.39 | 1.00 | |
11/18/2024 | 40.13 | 40.13 | 40.13 | 40.13 | 1.00 | |
11/15/2024 | 40.09 | 40.09 | 40.09 | 40.09 | 1.00 | |
11/14/2024 | 40.61 | 40.61 | 40.61 | 40.61 | 1.00 | |
11/13/2024 | 40.79 | 40.79 | 40.79 | 40.79 | 1.00 | |
11/12/2024 | 40.91 | 40.91 | 40.91 | 40.91 | 1.00 | |
11/11/2024 | 40.89 | 40.89 | 40.89 | 40.89 | 1.00 | |
11/08/2024 | 40.71 | 40.71 | 40.71 | 40.71 | 1.00 | |
11/07/2024 | 40.41 | 40.41 | 40.41 | 40.41 | 1.00 | |
11/06/2024 | 40.34 | 40.34 | 40.34 | 40.34 | 1.00 | |
11/05/2024 | 39.57 | 39.57 | 39.57 | 39.57 | 1.00 | |
11/04/2024 | 39.19 | 39.19 | 39.19 | 39.19 | 1.00 | |
11/01/2024 | 39.23 | 39.23 | 39.23 | 39.23 | 1.00 | |
10/31/2024 | 39.06 | 39.06 | 39.06 | 39.06 | 1.00 | |
10/30/2024 | 39.64 | 39.64 | 39.64 | 39.64 | 1.00 | |
10/29/2024 | 39.80 | 39.80 | 39.80 | 39.80 | 1.00 | |
10/28/2024 | 39.72 | 39.72 | 39.72 | 39.72 | 1.00 | |
10/25/2024 | 39.64 | 39.64 | 39.64 | 39.64 | 1.00 | |
10/24/2024 | 39.58 | 39.58 | 39.58 | 39.58 | 1.00 | |
10/23/2024 | 39.74 | 39.74 | 39.74 | 39.74 | 1.00 | |
10/22/2024 | 40.01 | 40.01 | 40.01 | 40.01 | 1.00 | |
10/21/2024 | 40.10 | 40.10 | 40.10 | 40.10 | 1.00 | |
10/18/2024 | 40.15 | 40.15 | 40.15 | 40.15 | 1.00 | |
10/17/2024 | 40.00 | 40.00 | 40.00 | 40.00 | 1.00 | |
10/16/2024 | 39.93 | 39.93 | 39.93 | 39.93 | 1.00 | |
10/15/2024 | 39.55 | 39.55 | 39.55 | 39.55 | 1.00 | |
10/14/2024 | 39.91 | 39.91 | 39.91 | 39.91 | 1.00 | |
10/11/2024 | 39.72 | 39.72 | 39.72 | 39.72 | 1.00 | |
10/10/2024 | 39.46 | 39.46 | 39.46 | 39.46 | 1.00 | |
10/09/2024 | 39.47 | 39.47 | 39.47 | 39.47 | 1.00 | |
10/08/2024 | 39.29 | 39.29 | 39.29 | 39.29 | 1.00 | |
10/07/2024 | 38.97 | 38.97 | 38.97 | 38.97 | 1.00 | |
10/04/2024 | 39.18 | 39.18 | 39.18 | 39.18 | 1.00 | |
10/03/2024 | 38.89 | 38.89 | 38.89 | 38.89 | 1.00 | |
10/02/2024 | 38.88 | 38.88 | 38.88 | 38.88 | 1.00 | |
10/01/2024 | 38.90 | 38.90 | 38.90 | 38.90 | 1.00 | |
09/30/2024 | 39.09 | 39.09 | 39.09 | 39.09 | 1.00 | |
09/27/2024 | 39.04 | 39.04 | 39.04 | 39.04 | 1.00 | |
09/26/2024 | 39.16 | 39.16 | 39.16 | 39.16 | 1.00 | |
09/25/2024 | 39.11 | 39.11 | 39.11 | 39.11 | 1.00 | |
09/24/2024 | 39.15 | 39.15 | 39.15 | 39.15 | 1.00 | |
09/23/2024 | 39.14 | 39.14 | 39.14 | 39.14 | 1.00 | |
09/20/2024 | 39.17 | 39.17 | 39.17 | 39.17 | 1.00 | |
09/19/2024 | 39.36 | 39.36 | 39.36 | 39.36 | 1.00 | |
09/18/2024 | 38.87 | 38.87 | 38.87 | 38.87 | 1.00 | |
09/17/2024 | 38.96 | 38.96 | 38.96 | 38.96 | 1.00 | |
09/16/2024 | 38.98 | 38.98 | 38.98 | 38.98 | 1.00 | |
09/13/2024 | 39.04 | 39.04 | 39.04 | 39.04 | 1.00 | |
09/12/2024 | 38.95 | 38.95 | 38.95 | 38.95 | 1.00 | |
09/11/2024 | 38.64 | 38.64 | 38.64 | 38.64 | 1.00 | |
09/10/2024 | 38.16 | 38.16 | 38.16 | 38.16 | 1.00 | |
09/09/2024 | 38.14 | 38.14 | 38.14 | 38.14 | 1.00 | |
09/06/2024 | 37.84 | 37.84 | 37.84 | 37.84 | 1.00 |
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.
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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 | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
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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