Plumb Three Year Return

PLBBX -  USA Fund  

USD 41.30  0.18  0.44%

Plumb Balanced fundamentals help investors to digest information that contributes to Plumb Balanced's financial success or failures. It also enables traders to predict the movement of Plumb Mutual Fund. This fundamental analysis module provides a way for investors to measures Plumb Balanced's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Plumb Balanced mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Plumb Three Year Return 

 
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Plumb Three Year Return Analysis

Plumb Balanced's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis

Current Plumb Balanced Three Year Return

    
  9.88 %  
Most of Plumb Balanced's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Plumb Balanced is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Plumb Balanced Three Year Return Component Assessment

Based on the latest financial disclosure, Plumb Balanced has a Three Year Return of 9.88%. This is much higher than that of the Plumb Funds family and significantly higher than that of the Family category. The three year return for all United States funds is notably lower than that of the firm.

Plumb Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Plumb Balanced's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Plumb Balanced could also be used in its relative valuation, which is a method of valuing Plumb Balanced by comparing valuation metrics of similar companies.
Plumb Balanced is currently under evaluation in three year return among similar funds.

Fund Asset Allocation for Plumb Balanced

The fund invests 67.88% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (29.48%) , cash (0.76%) and various exotic instruments.
 Value 
      Instrument Type 

Plumb Fundamentals

About Plumb Balanced Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Plumb Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Plumb Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Plumb Balanced based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks a high total return through capital appreciation while attempting to preserve principal, and secondarily seeks current income. Plumb Balanced is traded on NASDAQ Exchange in the United States.

Plumb Balanced Investors Sentiment

The influence of Plumb Balanced's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Plumb. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Plumb Balanced in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Plumb Balanced's short interest history, or implied volatility extrapolated from Plumb Balanced options trading.

Current Sentiment - PLBBX

Plumb Balanced Investor Sentiment

Most of Macroaxis users are at this time bullish on Plumb Balanced. What is your perspective on investing in Plumb Balanced? Are you bullish or bearish?
Bullish
Bearish
98% Bullish
2% Bearish
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Currently Active Assets on Macroaxis

Please check Plumb Balanced Piotroski F Score and Plumb Balanced Altman Z Score analysis. 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 Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

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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.