Plumb Three Year Return

PLBEX -  USA Fund  

USD 39.08  0.33  0.84%

Plumb Equity fundamentals help investors to digest information that contributes to Plumb Equity'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 Equity'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 Equity 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 Equity'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 Equity Three Year Return

    
  15.00 %  
Most of Plumb Equity'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 Equity 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 Equity Three Year Return Component Assessment

Based on the latest financial disclosure, Plumb Equity has a Three Year Return of 15.0%. This is much higher than that of the Plumb Funds family and significantly higher than that of the Large Growth 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 Equity'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 Equity could also be used in its relative valuation, which is a method of valuing Plumb Equity by comparing valuation metrics of similar companies.
Plumb Equity is currently under evaluation in three year return among similar funds.

Fund Asset Allocation for Plumb Equity

The fund consists of 96.82% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Plumb Fundamentals

About Plumb Equity Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Plumb Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Plumb Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Plumb Equity 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 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.

Plumb Equity Investors Sentiment

The influence of Plumb Equity'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.

Current Sentiment - PLBEX

Plumb Equity Investor Sentiment

Macroaxis portfolio users are evenly split in their perspective on investing in Plumb Equity. What is your perspective on investing in Plumb Equity? Are you bullish or bearish?
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50% Bullish
50% Bearish
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Currently Active Assets on Macroaxis

Please check Plumb Equity Piotroski F Score and Plumb Equity Altman Z Score analysis. 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 Fundamental Analysis module to view fundamental data based on most recent published financial statements.

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Please note, there is a significant difference between Plumb Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine Plumb Equity value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Plumb Equity'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.