Plumb Equity Financials
| PLBEX Fund | USD 28.01 0.60 2.19% |
Plumb |
Please note that past performance is not an indicator of the future performance of Plumb Equity, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's 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 Equity Fund Summary
Plumb Equity competes with Plumb Balanced, Edgewood Growth, Growth Fund, Baron Fifth, and Polen Growth. The fund normally invests at least 80 percent of its assets, including borrowings for investment purposes, in common stocks and other equity securities, such as exchange-traded funds , options, preferred stocks and securities convertible into such equity securities. Plumb Equity is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Wisconsin Capital Funds |
| Mutual Fund Family | Plumb Funds |
| Mutual Fund Category | Large Growth |
| Benchmark | NYSE Composite |
| Phone | 866 987 7888 |
| Currency | USD - US Dollar |
You should never invest in Plumb Equity Fund without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Plumb Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Plumb Equity's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Plumb Equity Key Financial Ratios
Generally speaking, Plumb Equity's financial ratios allow both analysts and investors to convert raw data from Plumb Equity's financial statements into concise, actionable information that can be used to evaluate the performance of Plumb Equity over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Plumb Equity reports annually and quarterly.Plumb Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Plumb Equity's current stock value. Our valuation model uses many indicators to compare Plumb Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Plumb Equity competition to find correlations between indicators driving Plumb Equity's intrinsic value. More Info.Plumb Equity Fund is regarded fifth largest fund in price to earning among similar funds. It is regarded fifth largest fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Plumb Equity Fund is roughly 8.30 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Plumb Equity by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Plumb Equity's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Equity's earnings, one of the primary drivers of an investment's value.Plumb Equity Systematic Risk
Plumb Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Plumb Equity 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-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Plumb Equity correlated with the market. If Beta is less than 0 Plumb Equity generally moves in the opposite direction as compared to the market. If Plumb Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Plumb Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Plumb Equity is generally in the same direction as the market. If Beta > 1 Plumb Equity moves generally in the same direction as, but more than the movement of the benchmark.
Plumb Equity April 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Plumb Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Plumb Equity Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Plumb Equity Fund 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 Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9439 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 4.89 | |||
| Value At Risk | (1.52) | |||
| Potential Upside | 1.9 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Plumb Equity Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Plumb Equity information on this page should be used as a complementary analysis to other Plumb Equity'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 the Share Portfolio module to track or share privately all of your investments from the convenience of any device.