Plumb Mutual Fund Manager Performance Evaluation

The fund holds a Beta of 0.0, which implies not very significant fluctuations relative to the market. Let's try to break down what Plumb's beta means in this case. the returns on MARKET and Plumb Equity are completely uncorrelated. Although it is extremely important to respect Plumb Equity current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The philosophy towards forecasting future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Plumb Equity technical indicators, you can presently evaluate if the expected return of 0.0% will be sustainable into the future.

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 Plumb Performance
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Over the last 90 days Plumb Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Plumb Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low31.90
Fifty Two Week High41.25
Annual Report Expense Ratio1.20%

Plumb Equity Relative Risk vs. Return Landscape

If you would invest (100.00)  in Plumb Equity on June 22, 2021 and sell it today you would earn a total of  100.00  from holding Plumb Equity or generate -100.0% return on investment over 90 days. Plumb Equity is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Plumb, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
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Plumb Equity Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Plumb Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Plumb Equity, and traders can use it to determine the average amount a Plumb Equity'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 = 0.0

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Based on monthly moving average Plumb Equity is performing at about 0% 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 Equity by adding it to a well-diversified portfolio.

Things to note about Plumb Equity

Checking the ongoing alerts about Plumb Equity for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Plumb Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Plumb Equity Alerts

Equity Alerts and Improvement Suggestions

Plumb Equity is not yet fully synchronised with the market data
Plumb Equity has some characteristics of a very speculative penny stock
Plumb Equity is unlikely to experience financial distress in the next 2 years
The fund maintains 96.82% of its assets in stocks
Check out Your Equity Center. 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 Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.

Other Tools for Plumb Mutual Fund

When running Plumb Equity price analysis, check to measure Plumb Equity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Plumb Equity is operating at the current time. Most of Plumb Equity's value examination focuses on studying past and present price action to predict the probability of Plumb Equity's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Plumb Equity's price. Additionally, you may evaluate how the addition of Plumb Equity to your portfolios can decrease your overall portfolio volatility.
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