Plumb Balanced Fund Manager Performance Evaluation
| PLBBX Fund | USD 36.97 0.33 0.88% |
The fund holds a Beta of 0.76, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Plumb Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Plumb Balanced is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Plumb Balanced Fund are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental drivers, Plumb Balanced may actually be approaching a critical reversion point that can send shares even higher in May 2024.
...more| Expense Ratio Date | 1st of August 2022 | |
| Expense Ratio | 1.4400 |
Plumb |
Plumb Balanced Relative Risk vs. Return Landscape
If you would invest 3,426 in Plumb Balanced Fund on January 17, 2024 and sell it today you would earn a total of 271.00 from holding Plumb Balanced Fund or generate 7.91% return on investment over 90 days. Plumb Balanced Fund is currently producing 0.123% returns and takes up 0.6573% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Plumb, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Plumb Balanced Current Valuation
Undervalued
Today
Please note that Plumb Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Plumb Balanced holds a recent Real Value of $38.8 per share. The prevailing price of the fund is $36.97. We determine the value of Plumb Balanced from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Plumb Balanced Fund is useful when determining the fair value of the Plumb mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Plumb Balanced. Since Plumb Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Plumb Mutual Fund. However, Plumb Balanced's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 36.97 | Real 38.8 | Hype 36.97 |
The real value of Plumb Mutual Fund, also known as its intrinsic value, is the underlying worth of Plumb Balanced Mutual Fund, which is reflected in its stock price. It is based on Plumb Balanced's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Plumb Balanced's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Plumb Balanced's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Plumb Balanced Fund helps investors to forecast how Plumb mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Plumb Balanced more accurately as focusing exclusively on Plumb Balanced's fundamentals will not take into account other important factors: Plumb Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Plumb Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Plumb Balanced Fund, and traders can use it to determine the average amount a Plumb Balanced's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1872
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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
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Plumb Balanced is performing at about 14% 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.
Plumb Balanced Fundamentals Growth
Plumb Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Plumb Balanced, and Plumb Balanced fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Plumb Mutual Fund performance.
| Price To Earning | 22.08 X | ||||
| Price To Book | 3.52 X | ||||
| Price To Sales | 2.48 X | ||||
| Total Asset | 40.94 M | ||||
About Plumb Balanced Performance
To evaluate Plumb Balanced Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Plumb Balanced generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Plumb Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Plumb Balanced market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Plumb's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests in a diversified portfolio of common stocks and fixed income securities. More than 50 percent of its assets are normally invested in common stocks. The fund invests in many types of stocks, including a blend of large company stocks, small company stocks, growth stocks, and value stocks. It also normally invests at least 25 percent of the funds assets in fixed income senior securities.Things to note about Plumb Balanced performance evaluation
Checking the ongoing alerts about Plumb Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Plumb Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Plumb Balanced's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Plumb Balanced's mutual fund performance include:- Analyzing Plumb Balanced's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Plumb Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Plumb Balanced's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Plumb Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Plumb Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Plumb Balanced's mutual fund. These opinions can provide insight into Plumb Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
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 Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.