Plumb Balanced Fund Technical Analysis
| PLIBX Fund | USD 37.95 0.12 0.32% |
As of the 27th of February, Plumb Balanced holds the Risk Adjusted Performance of 0.1487, coefficient of variation of 525.69, and Semi Deviation of 0.2847. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Plumb Balanced, as well as the relationship between them.
Plumb Balanced Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Plumb, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to PlumbPlumb |
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.
| 11/29/2025 |
| 02/27/2026 |
If you would invest 0.00 in Plumb Balanced on November 29, 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 Fidelity Advisor, Massmutual Premier, Small Cap, The Gabelli, Davenport Small, and Huber Capital. 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 | 0.7086 | |||
| Information Ratio | 0.092 | |||
| Maximum Drawdown | 10.16 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 1.11 |
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 | 0.1487 | |||
| Jensen Alpha | 0.2543 | |||
| Total Risk Alpha | 0.0433 | |||
| Sortino Ratio | 0.1614 | |||
| Treynor Ratio | (0.92) |
Plumb Balanced February 27, 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 | 0.1487 | |||
| Market Risk Adjusted Performance | (0.91) | |||
| Mean Deviation | 0.631 | |||
| Semi Deviation | 0.2847 | |||
| Downside Deviation | 0.7086 | |||
| Coefficient Of Variation | 525.69 | |||
| Standard Deviation | 1.24 | |||
| Variance | 1.55 | |||
| Information Ratio | 0.092 | |||
| Jensen Alpha | 0.2543 | |||
| Total Risk Alpha | 0.0433 | |||
| Sortino Ratio | 0.1614 | |||
| Treynor Ratio | (0.92) | |||
| Maximum Drawdown | 10.16 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 1.11 | |||
| Downside Variance | 0.502 | |||
| Semi Variance | 0.081 | |||
| Expected Short fall | (0.72) | |||
| Skewness | 4.92 | |||
| Kurtosis | 33.77 |
Plumb Balanced Backtested Returns
Plumb Balanced appears to be very steady, given 3 months investment horizon. Plumb Balanced maintains Sharpe Ratio (i.e., Efficiency) of 0.17, which implies the entity had a 0.17 % 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 evaluate Plumb Balanced's Semi Deviation of 0.2847, coefficient of variation of 525.69, and Risk Adjusted Performance of 0.1487 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of -0.25, 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.
Auto-correlation | 0.46 |
Average predictability
Plumb Balanced has average predictability. Overlapping area represents the amount of predictability between Plumb Balanced time series from 29th of November 2025 to 13th of January 2026 and 13th of January 2026 to 27th 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 Balanced price movement. The serial correlation of 0.46 indicates that about 46.0% of current Plumb Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.46 | |
| Spearman Rank Test | 0.45 | |
| Residual Average | 0.0 | |
| Price Variance | 0.07 |
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.
Plumb Balanced Technical Analysis
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Normalized Average True Range is used to analyze tradable apportunities for Plumb Balanced across different markets.
About Plumb Balanced Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Plumb Balanced on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Plumb Balanced based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Plumb Balanced price pattern first instead of the macroeconomic environment surrounding Plumb Balanced. By analyzing Plumb Balanced's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Plumb Balanced's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Plumb Balanced specific price patterns or momentum indicators. Please read more on our technical analysis page.
Plumb Balanced February 27, 2026 Technical Indicators
Most technical analysis of Plumb help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Plumb from various momentum indicators to cycle indicators. When you analyze Plumb charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1487 | |||
| Market Risk Adjusted Performance | (0.91) | |||
| Mean Deviation | 0.631 | |||
| Semi Deviation | 0.2847 | |||
| Downside Deviation | 0.7086 | |||
| Coefficient Of Variation | 525.69 | |||
| Standard Deviation | 1.24 | |||
| Variance | 1.55 | |||
| Information Ratio | 0.092 | |||
| Jensen Alpha | 0.2543 | |||
| Total Risk Alpha | 0.0433 | |||
| Sortino Ratio | 0.1614 | |||
| Treynor Ratio | (0.92) | |||
| Maximum Drawdown | 10.16 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 1.11 | |||
| Downside Variance | 0.502 | |||
| Semi Variance | 0.081 | |||
| Expected Short fall | (0.72) | |||
| Skewness | 4.92 | |||
| Kurtosis | 33.77 |
Plumb Balanced February 27, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Plumb stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | (Huge) | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 37.95 | ||
| Day Typical Price | 37.95 | ||
| Price Action Indicator | (0.06) |
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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