Plumb Balanced Fund Price on July 30, 2020
| PLBBX Fund | USD 36.50 0.28 0.77% |
If you're considering investing in Plumb Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Plumb Balanced stands at 36.50, as last reported on the 23rd of April, with the highest price reaching 36.50 and the lowest price hitting 36.50 during the day. We consider Plumb Balanced very steady. Plumb Balanced maintains Sharpe Ratio (i.e., Efficiency) of 0.0997, which implies the entity had a 0.0997% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Plumb Balanced, which you can use to evaluate the volatility of the fund. Please check Plumb Balanced's Coefficient Of Variation of 1003.07, risk adjusted performance of 0.0621, and Semi Deviation of 0.4712 to confirm if the risk estimate we provide is consistent with the expected return of 0.0662%.
Plumb Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Plumb |
Sharpe Ratio = 0.0997
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| Cash | PLBBX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Plumb Balanced is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Plumb Balanced by adding it to a well-diversified portfolio.
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
About Plumb Balanced Mutual Fund history
Plumb Balanced investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Plumb is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Plumb Balanced will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Plumb Balanced stock prices may prove useful in developing a viable investing in Plumb Balanced
Plumb Balanced Mutual Fund Technical Analysis
Plumb Balanced technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Plumb Balanced Period Price Range
Plumb Balanced April 23, 2024 Market Strength
Market strength indicators help investors to evaluate how Plumb Balanced mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Plumb Balanced shares will generate the highest return on investment. By undertsting and applying Plumb Balanced mutual fund market strength indicators, traders can identify Plumb Balanced Fund entry and exit signals to maximize returns
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 36.5 | |||
| Day Typical Price | 36.5 | |||
| Price Action Indicator | 0.14 | |||
| Period Momentum Indicator | 0.28 |
Plumb Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Plumb Balanced's price direction in advance. Along with the technical and fundamental analysis of Plumb Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Plumb to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0621 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.0711 |
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Plumb Balanced 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 bureau of labor statistics. 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 the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.