Plumb Balanced Manager Performance
| PLABXDelisted Fund | USD 37.98 0.00 0.00% |
The fund holds a Beta of -0.0281, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Plumb Balanced are expected to decrease at a much lower rate. During the bear market, Plumb Balanced is likely to outperform the market.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Plumb Balanced has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Plumb Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...morePlumb |
Plumb Balanced Relative Risk vs. Return Landscape
If you would invest 3,798 in Plumb Balanced on November 5, 2025 and sell it today you would earn a total of 0.00 from holding Plumb Balanced or generate 0.0% return on investment over 90 days. Plumb Balanced is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 Balanced Current Valuation
Overvalued
Today
Please note that Plumb Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Plumb Balanced holds a recent Real Value of $35.13 per share. The prevailing price of the fund is $37.98. We determine the value of Plumb Balanced 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 Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Plumb Mutual Fund. However, Plumb Balanced'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 37.98 | Real 35.13 | Hype 37.98 | Naive 37.98 |
The intrinsic value of Plumb Balanced'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 Balanced'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 Balanced 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 Balanced more accurately as focusing exclusively on Plumb Balanced's fundamentals will not take into account other important factors: Plumb Balanced 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 |
| 37.98 | 90 days | 37.98 | about 41.21 |
Based on a normal probability distribution, the odds of Plumb Balanced to move above the current price in 90 days from now is about 41.21 (This Plumb Balanced probability density function shows the probability of Plumb Mutual Fund to fall within a particular range of prices over 90 days) .
Plumb Balanced Price Density |
| Price |
Predictive Modules for Plumb Balanced
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 Balanced. 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.Plumb Balanced Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Plumb Balanced is not an exception. The market had few large corrections towards the Plumb Balanced'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 Balanced, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Plumb Balanced within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | -0.03 | |
σ | Overall volatility | 0.18 | |
Ir | Information ratio | -0.08 |
Plumb Balanced 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 Balanced for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Plumb Balanced 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 Balanced is not yet fully synchronised with the market data | |
| Plumb Balanced has a very high chance of going through financial distress in the upcoming years | |
| Latest headline from news.google.com: Buy These 3 Small-Cap Value Mutual Funds for Exciting Returns - Intellectia AI | |
| The fund generated five year return of 0.0% |
Plumb Balanced Fundamentals Growth
Plumb Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Plumb Balanced, and Plumb Balanced 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.
| Total Asset | 59.49 M | |||
About Plumb Balanced Performance
Evaluating Plumb Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Plumb Balanced 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 Balanced 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 invests in a diversified portfolio of common stocks and fixed income securities. Plumb Balanced is traded on NASDAQ Exchange in the United States.Things to note about Plumb Balanced performance evaluation
Checking the ongoing alerts about Plumb Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Plumb Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Plumb Balanced is not yet fully synchronised with the market data | |
| Plumb Balanced has a very high chance of going through financial distress in the upcoming years | |
| Latest headline from news.google.com: Buy These 3 Small-Cap Value Mutual Funds for Exciting Returns - Intellectia AI | |
| The fund generated five year return of 0.0% |
- Analyzing Plumb Balanced'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 Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Plumb Balanced'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 Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Plumb Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Plumb Balanced's mutual fund. These opinions can provide insight into Plumb Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Other Consideration for investing in Plumb Mutual Fund
If you are still planning to invest in Plumb Balanced check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Plumb Balanced's history and understand the potential risks before investing.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Stocks Directory Find actively traded stocks across global markets |