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Plumb Equity Investor (PLBEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.88+0.01 (+0.03%)
As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★★★
Number of years up12
Number of years down4
Best 1-yr total return (2 Jul 2024)42.77%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
PLBEXCategory average
5 years
PLBEXCategory average
10 years
PLBEXCategory average
Alpha
-6.230.03
-5.340.04
-1.760.01
BETA
1.240.01
1.180.01
1.180.01
Mean annual return
0.560.02
1.070.02
1.140.01
R-squared
87.90.89
85.990.87
84.570.87
Standard deviation
23.630.2
23.110.16
19.610.15
Sharpe ratio
0.140.01
0.460.01
0.620.01
Treynor ratio
0.520.21
7.050.21
9.130.15