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Plumb Equity Investor (PLBEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.56+0.10 (+0.34%)
At close: 04:48PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.21%
5-year average return10.36%
Number of years up12
Number of years down4
Best 1-yr total return (6 Jun 2024)42.77%
Worst 1-yr total return (6 Jun 2024)N/A
Best 3-yr total return42.77%
Worst 3-yr total return-2.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLBEXCategory
YTD14.16%12.38%
1-month5.08%5.09%
3-month2.53%10.28%
1-year33.65%41.70%
3-year4.48%22.56%
5-year11.09%21.98%
10-year12.04%15.99%
Last bull market35.50%25.99%
Last bear market-24.18%-17.29%

Annual total return (%) history

Year
PLBEXCategory
2024
N/AN/A
2023
42.77%N/A
2022
-32.85%N/A
2021
3.52%N/A
2020
32.34%35.86%
2019
32.95%31.90%
2018
-2.16%-2.09%
2017
39.70%27.67%
2016
3.88%3.23%
2015
1.20%3.60%
2014
14.77%10.00%
2013
28.24%33.92%
2012
5.28%15.34%
2011
-5.96%-2.46%
2010
13.45%15.53%
2009
26.36%35.68%
2008
-33.10%-40.67%
2007
N/A13.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.68%N/AN/AN/A
202314.74%13.04%-2.63%13.04%
2022-13.29%-24.18%-5.27%7.81%
2021-3.81%10.09%-1.48%-0.78%
2020-20.15%28.79%8.87%18.20%
201920.74%4.87%-2.56%7.75%
20184.85%8.58%8.86%-21.06%
201711.26%8.66%5.07%9.98%
2016-5.56%2.35%7.33%0.13%
20151.42%1.36%-5.00%3.63%
20142.32%5.61%0.31%5.88%
20138.11%2.52%3.93%11.33%
201213.33%-10.21%5.38%-1.82%
20113.60%0.00%-16.40%8.58%
20104.65%-10.29%11.82%8.07%
2009-5.99%14.15%13.25%3.98%
2008-9.10%-3.46%-0.94%-23.04%
2007-1.55%-7.46%N/AN/A

Rank in category (by total return)

YTD31
1-month53
3-month49
1-year35
3-year74
5-year90

Load adjusted returns

1-year33.65%
3-year4.48%
5-year11.09%
10-year12.04%