PLBEX
Plumb Equity-Inv
$31.21
-0.04 (-0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 29.165M |
| 52 Week High | 31.25 |
| 52 Week Low | 21.54 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | PLBEX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 31.21 |
| Price Yesterday | 31.25 |
| Market Cap | 29.17 |
| YTD Return | 22.06% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0151 |
Overview
| 52 Week High | 31.25 |
|---|---|
| 52 Week Low | 21.54 |
| Market Cap | 29.17M |
| Shares Outstanding | 0.93M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -27.61% |
|---|---|
| Five Days | 145.22% |
| One Months | 107.05% |
| Three Months | 36.73% |
| Six Months | 50.96% |
| Nine Months | 52.64% |
| One Year | 35.44% |
| Three Years | 4.06% |
| Five Years | 10.53% |
| Ten Years | 12.54% |
| YTD | 47.22% |
| Since Inception | 8.28% |
Returns Total
| One Day | -0.13% |
|---|---|
| Five Days | 1.79% |
| One Month | 5.94% |
| Three Months | 7.99% |
| Six Months | 22.44% |
| Nine Months | 36.83% |
| One Year | 35.40% |
| Three Years | 12.61% |
| Five Years | 64.76% |
| Ten Years | 224.80% |
| YTD | 22.06% |
| Since Inception | 288.96% |
Yearly Returns
| 2024 | 22.06% |
|---|---|
| 2023 | 42.77% |
| 2022 | -32.85% |
| 2021 | 3.52% |
| 2020 | 32.34% |
| 2019 | 32.95% |
| 2018 | -2.16% |
| 2017 | 39.70% |
| 2016 | 3.89% |
| 2015 | 1.20% |
Risk against SP-DA
| Alpha | -0.45% |
|---|---|
| Beta | 1.31 |
| Correlation | 94.62% |
| Downside Deviation | 4.05% |
| Coefficient of determination | 89.53% |
| Standard Deviation | 4.45% |
| Sharpe Ratio | 0.44 |
| Sortino | 1.66 |
| Treynor | 23 |
| Ulcer Index | 3.73 |
| Ulcer Performance Index | 1.8 |