Plumb Balanced Competition

PLBBX -  USA Fund  

USD 42.42  0.16  0.38%

Plumb Balanced competes with American Balanced, American Balanced, American Balanced, and American Balanced; as well as few others. The fund is listed under Allocation--50% to 70% Equity category and is part of Plumb Funds family. Analyzing Plumb Balanced competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Plumb Balanced to its intrinsic valuation because they are able to contrast its competitors on a relative basis.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Plumb Balanced competition on your existing holdings. Please check Plumb Balanced Correlation with its peers.

Plumb Competition 

 
Refresh

Specify up to 10 symbols:

Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of Plumb Balanced'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. Please use the tools below to analyze the current value of Plumb Balanced in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
41.8742.5443.21
Details
Intrinsic
Valuation
LowReal ValueHigh
41.8142.4843.15
Details
Naive
Forecast
LowNext ValueHigh
42.6443.3143.98
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
40.6641.7642.86
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Plumb Balanced. Your research has to be compared to or analyzed against Plumb Balanced's peers to derive any actionable benefits. When done correctly, Plumb Balanced's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy towards taking a position in Plumb Balanced.

Plumb Balanced Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Plumb Balanced and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Plumb and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Plumb Balanced does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Plumb Balanced Competition Risk-Adjusted Indicators

Nowadays, there is a big difference between Plumb Balanced stock performing well and Plumb Balanced Mutual Fund doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze Plumb Balanced's multiple risk-adjusted performance indicators. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Plumb Balanced Competitive Analysis

The better you understand Plumb Balanced competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Plumb Balanced's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Plumb Balanced's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
PLBBX
F
RLEFX
F
RLBCX
F
RLBBX
F
CLBEX
F
 0.38 
 42.42 
Plumb
 0.15 
 33.48 
American
 0.15 
 33.26 
American
 0.15 
 33.20 
American
 0.15 
 33.42 
American
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Stock Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Net Asset
Minimum Initial Investment
Five Year Return
One Year Return
Last Dividend Paid
Price to Sales
Price to Book
Cash Position Weight
Equity Positions Weight
Three Year Return
Bond Positions Weight
Ten Year Return
Price to Earning
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Plumb Balanced Competition Performance Charts

Complement your Plumb Balanced position

In addition to having Plumb Balanced in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Alternative Energy Thematic Idea Now

Alternative Energy
Alternative Energy Theme
Large and mid-size companies, ETFs and funds that are either investing or directly involved in providing energy derived from sources not connected to fossil fuels, do not consume natural resources, and do not harm the environment. This includes wind power, nuclear and solar energy, biofuel, ethanol, hydrogen and others alternative sources of energy. Alternative Energy theme has 35 constituents.
View All  Next Launch Alternative Energy
Please check Plumb Balanced Correlation with its peers. Note that the Plumb Balanced information on this page should be used as a complementary analysis to other Plumb Balanced's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

Complementary Tools for Plumb Mutual Fund analysis

When running Plumb Balanced price analysis, check to measure Plumb Balanced's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Plumb Balanced is operating at the current time. Most of Plumb Balanced's value examination focuses on studying past and present price action to predict the probability of Plumb Balanced's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Plumb Balanced's price. Additionally, you may evaluate how the addition of Plumb Balanced to your portfolios can decrease your overall portfolio volatility.
Price Transformation
Use Price Transformation models to analyze depth of different equity instruments across global markets
Go
Commodity Channel Index
Use Commodity Channel Index to analyze current equity momentum
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Go
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Go
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Go
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Go
Please note, there is a significant difference between Plumb Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine Plumb Balanced value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Plumb Balanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.