Plumb Equity Fund Technical Analysis
| PLIEX Fund | USD 33.03 0.10 0.30% |
As of the 27th of January, Plumb Equity holds the Risk Adjusted Performance of (0.0005), coefficient of variation of (20,967), and Variance of 1.12. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Plumb Equity, as well as the relationship between them.
Plumb Equity 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 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.
| 10/29/2025 |
| 01/27/2026 |
If you would invest 0.00 in Plumb Equity on October 29, 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 The Hartford, Aqr Risk-balanced, Riskproreg; Pfg, Lifestyle, Ab High, and Buffalo High. 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 | (0.08) | |||
| Maximum Drawdown | 4.46 | |||
| Value At Risk | (2.03) | |||
| Potential Upside | 1.72 |
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 | (0.0005) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.11) | |||
| Treynor Ratio | (0.12) |
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 January 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 | (0.0005) | |||
| Market Risk Adjusted Performance | (0.11) | |||
| Mean Deviation | 0.7858 | |||
| Coefficient Of Variation | (20,967) | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.12 | |||
| Information Ratio | (0.08) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.11) | |||
| Treynor Ratio | (0.12) | |||
| Maximum Drawdown | 4.46 | |||
| Value At Risk | (2.03) | |||
| Potential Upside | 1.72 | |||
| Skewness | (0.56) | |||
| Kurtosis | 0.5991 |
Plumb Equity Backtested Returns
Plumb Equity maintains Sharpe Ratio (i.e., Efficiency) of close to zero, which implies the entity had a close to zero % return per unit of risk over the last 3 months. Plumb Equity exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Plumb Equity's Variance of 1.12, coefficient of variation of (20,967), and Risk Adjusted Performance of (0.0005) to confirm the risk estimate we provide. The fund holds a Beta of 0.13, 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 | -0.75 |
Almost perfect reverse predictability
Plumb Equity has almost perfect reverse predictability. Overlapping area represents the amount of predictability between Plumb Equity time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th of January 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 -0.75 indicates that around 75.0% of current Plumb Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.75 | |
| Spearman Rank Test | -0.15 | |
| Residual Average | 0.0 | |
| Price Variance | 0.26 |
Plumb Equity 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 Equity Technical Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Plumb Equity volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Plumb Equity 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 Equity 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 Equity based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Plumb Equity price pattern first instead of the macroeconomic environment surrounding Plumb Equity. By analyzing Plumb Equity'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 Equity'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 Equity specific price patterns or momentum indicators. Please read more on our technical analysis page.
Plumb Equity January 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 | (0.0005) | |||
| Market Risk Adjusted Performance | (0.11) | |||
| Mean Deviation | 0.7858 | |||
| Coefficient Of Variation | (20,967) | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.12 | |||
| Information Ratio | (0.08) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.11) | |||
| Treynor Ratio | (0.12) | |||
| Maximum Drawdown | 4.46 | |||
| Value At Risk | (2.03) | |||
| Potential Upside | 1.72 | |||
| Skewness | (0.56) | |||
| Kurtosis | 0.5991 |
Plumb Equity January 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 | 33.03 | ||
| Day Typical Price | 33.03 | ||
| Price Action Indicator | 0.05 |
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.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |