PLIEX
Plumb Equity-Inst
$31.43
-0.04 (-0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 29.162M |
| 52 Week High | 31.47 |
| 52 Week Low | 21.66 |
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Key Data
| Symbol | PLIEX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 31.43 |
| Price Yesterday | 31.47 |
| Market Cap | 29.16 |
| YTD Return | 22.20% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0126 |
Overview
| 52 Week High | 31.47 |
|---|---|
| 52 Week Low | 21.66 |
| Market Cap | 29.16M |
| 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 | -27.44% |
|---|---|
| Five Days | 143.67% |
| One Months | 106.85% |
| Three Months | 37.00% |
| Six Months | 51.32% |
| Nine Months | 52.92% |
| One Year | 35.75% |
| Three Years | 4.28% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 47.56% |
| Since Inception | 10.63% |
Returns Total
| One Day | -0.13% |
|---|---|
| Five Days | 1.78% |
| One Month | 5.93% |
| Three Months | 8.04% |
| Six Months | 22.58% |
| Nine Months | 37.01% |
| One Year | 35.71% |
| Three Years | 13.33% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 22.20% |
| Since Inception | 48.53% |
Yearly Returns
| 2024 | 22.20% |
|---|---|
| 2023 | 43.05% |
| 2022 | -32.70% |
| 2021 | 3.74% |
| 2020 | 21.71% |
| 2019 | 0.00% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -0.18% |
|---|---|
| Beta | 1.31 |
| Correlation | 94.71% |
| Downside Deviation | 4.03% |
| Coefficient of determination | 89.70% |
| Standard Deviation | 4.45% |
| Sharpe Ratio | 0.46 |
| Sortino | 1.74 |
| Treynor | 23.2 |
| Ulcer Index | 3.71 |
| Ulcer Performance Index | 1.9 |