Nasdaq - Delayed Quote USD
Plumb Balanced Investor (PLBBX)
36.82
0.00
(0.00%)
At close: May 30 at 8:01:58 PM EDT
Fund Summary
The fund invests in a diversified portfolio of common stocks and fixed income securities. More than 50% 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% of the fund's assets in fixed income senior securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 25.13% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 0.49% |
| 5y Average Return | 7.57% |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLBBX | Category Average | PLBBX | Category Average | PLBBX | Category Average | |
| Alpha | 2.91 | -0.01 | 0.16 | -0.01 | 1.29 | -0 |
| BETA | 1.05 | 0.01 | 1.12 | 0.01 | 1.15 | 0.01 |
| Mean Annual Return | 0.82 | 0.01 | 0.72 | 0.01 | 0.7 | 0.01 |
| R-squared | 74.95 | 0.93 | 76.2 | 0.92 | 79.39 | 0.92 |
| Standard Deviation | 14.55 | 0.13 | 14.42 | 0.1 | 13.05 | 0.09 |
| Sharpe Ratio | 0.36 | 0.01 | 0.41 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | 4.27 | 0.09 | 4.52 | 0.09 | 5 | 0.07 |
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