Plumb Balanced Financials
| PLABX Fund | USD 41.06 0.29 0.71% |
Plumb |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Plumb Balanced Fund Summary
Plumb Balanced competes with Plumb Equity, Value Line, Sit Balanced, Performance Trust, and Columbia 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.Specialization | Allocation--50% to 70% Equity, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Wisconsin Capital Funds |
| Mutual Fund Family | Plumb Funds |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 866 987 7888 |
| Currency | USD - US Dollar |
Plumb Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Plumb Balanced's current stock value. Our valuation model uses many indicators to compare Plumb Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Plumb Balanced competition to find correlations between indicators driving Plumb Balanced's intrinsic value. More Info.Plumb Balanced is regarded fourth largest fund in annual yield among similar funds. It is regarded fifth largest fund in one year return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Plumb Balanced's earnings, one of the primary drivers of an investment's value.Plumb Balanced Systematic Risk
Plumb Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Plumb Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Plumb Balanced correlated with the market. If Beta is less than 0 Plumb Balanced generally moves in the opposite direction as compared to the market. If Plumb Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Plumb Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Plumb Balanced is generally in the same direction as the market. If Beta > 1 Plumb Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Plumb Balanced December 13, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Plumb Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Plumb Balanced. We use our internally-developed statistical techniques to arrive at the intrinsic value of Plumb Balanced based on widely used predictive technical indicators. In general, we focus on analyzing Plumb Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Plumb Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5313 | |||
| Information Ratio | 0.0091 | |||
| Maximum Drawdown | 3.21 | |||
| Value At Risk | (0.75) | |||
| Potential Upside | 0.9729 |
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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