Plumb Balanced One Year Return vs. Minimum Initial Investment

PLBBX -  USA Fund  

USD 41.30  0.18  0.44%

For Plumb Balanced profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Plumb Balanced to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Plumb Balanced utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Plumb Balanced's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Plumb Balanced over time as well as its relative position and ranking within its peers. Please check Your Equity Center.

Plumb Current Profitability Trends 

 
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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.

Plumb Balanced Minimum Initial Investment vs. One Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Plumb Balanced's current stock value. Our valuation model uses many indicators to compare Plumb Balanced value to that of its competitors to determine the firm's financial worth.
Plumb Balanced is rated below average in one year return among similar funds. It is rated top fund in minimum initial investment among similar funds making about  282.81  of Minimum Initial Investment per One Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Plumb Balanced by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Plumb Balanced's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Plumb Balanced's earnings, one of the primary drivers of an investment's value.

Plumb Minimum Initial Investment vs. One Year Return

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Plumb Balanced 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
8.84 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Plumb Balanced 
Minimum Initial Investment 
=  
First Fund Deposit 
2.5 K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.

Plumb Minimum Initial Investment Comparison

Plumb Balanced is currently under evaluation in minimum initial investment among similar funds.

Plumb Balanced Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Plumb Balanced, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Plumb Balanced will eventually generate negative long term returns. The profitability progress is the general direction of Plumb Balanced's change in net profit over the period of time. It can combine multiple indicators of Plumb Balanced, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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 Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Plumb Balanced. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Plumb Balanced position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Plumb Balanced's important profitability drivers and their relationship over time.

Use Plumb Balanced in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Plumb Balanced position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Plumb Balanced will appreciate offsetting losses from the drop in the long position's value.

Plumb Balanced Pair Trading

Plumb Balanced Pair Trading Analysis

Correlation analysis and pair trading evaluation for Plumb Balanced and American Balanced. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
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Use Investing Themes to Complement your Plumb Balanced position

In addition to having Plumb Balanced in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Top Cryptocurrency Thematic Idea Now

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Top Cryptocurrency Theme
Dynamically computed list of top cryptocurrencies sorted bymarket capitalization. Top Cryptocurrency theme has 65 constituents.
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Please check Your Equity Center. 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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

Complementary Tools for Plumb Mutual Fund analysis

When running Plumb Balanced price analysis, check to measure Plumb Balanced'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 Balanced is operating at the current time. Most of Plumb Balanced's value examination focuses on studying past and present price action to predict the probability of Plumb Balanced's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Plumb Balanced's price. Additionally, you may evaluate how the addition of Plumb Balanced to your portfolios can decrease your overall portfolio volatility.
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To fully project Plumb Balanced's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Plumb Balanced at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Plumb Balanced's income statement, its balance sheet, and the statement of cash flows.
Potential Plumb Balanced investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Plumb Balanced investors may work on each financial statement separately, they are all related. The changes in Plumb Balanced's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Plumb Balanced's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.