Plumb Balanced Fund Manager Performance Evaluation
| PLIBX Fund | USD 40.87 0.16 0.39% |
The fund holds a Beta of 0.69, 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.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Plumb Balanced are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. 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.
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Plumb Balanced Relative Risk vs. Return Landscape
If you would invest 3,860 in Plumb Balanced on August 31, 2024 and sell it today you would earn a total of 227.00 from holding Plumb Balanced or generate 5.88% return on investment over 90 days. Plumb Balanced is currently producing 0.0926% returns and takes up 0.6093% volatility of returns over 90 trading days. Put another way, 5% 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
Fairly Valued
Today
Please note that Plumb Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Plumb Balanced holds a recent Real Value of $40.51 per share. The prevailing price of the fund is $40.87. 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 40.87 | Real 40.51 | Hype 40.87 | Naive 41.06 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Plumb Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Plumb Balanced, and traders can use it to determine the average amount a Plumb Balanced's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1519
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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
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Plumb Balanced is performing at about 11% 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 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 | 140.16 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. 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.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.| The fund generated five year return of -1.0% | |
| Plumb Balanced maintains about 29.48% of its assets in bonds |
- 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.
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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