PLBBX vs. PLBEX
Compare and contrast key facts about Plumb Balanced Fund (PLBBX) and Plumb Equity Fund (PLBEX).
PLBBX is managed by Plumb Funds. It was launched on May 23, 2007. PLBEX is managed by Plumb Funds. It was launched on May 24, 2007.
Performance
PLBBX vs. PLBEX - Performance Comparison
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PLBBX vs. PLBEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLBBX Plumb Balanced Fund | -4.10% | 10.54% | 13.48% | 25.13% | -22.24% | 4.02% | 21.66% | 23.22% | -1.76% | 23.23% |
PLBEX Plumb Equity Fund | -12.08% | 10.58% | 18.01% | 42.77% | -32.91% | 3.44% | 32.39% | 33.00% | -2.43% | 39.86% |
Returns By Period
In the year-to-date period, PLBBX achieves a -4.10% return, which is significantly higher than PLBEX's -12.08% return. Over the past 10 years, PLBBX has underperformed PLBEX with an annualized return of 8.95%, while PLBEX has yielded a comparatively higher 11.51% annualized return.
PLBBX
- 1D
- -0.59%
- 1M
- -5.98%
- YTD
- -4.10%
- 6M
- -3.38%
- 1Y
- 10.13%
- 3Y*
- 11.88%
- 5Y*
- 4.49%
- 10Y*
- 8.95%
PLBEX
- 1D
- -1.03%
- 1M
- -9.03%
- YTD
- -12.08%
- 6M
- -11.53%
- 1Y
- 6.02%
- 3Y*
- 12.60%
- 5Y*
- 3.40%
- 10Y*
- 11.51%
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PLBBX vs. PLBEX - Expense Ratio Comparison
Both PLBBX and PLBEX have an expense ratio of 1.19%.
Return for Risk
PLBBX vs. PLBEX — Risk / Return Rank
PLBBX
PLBEX
PLBBX vs. PLBEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Plumb Balanced Fund (PLBBX) and Plumb Equity Fund (PLBEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PLBBX | PLBEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.30 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.11 | 0.57 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.08 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 0.23 | +0.83 |
Martin ratioReturn relative to average drawdown | 3.88 | 0.80 | +3.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PLBBX | PLBEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.30 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.15 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.50 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.32 | +0.07 |
Correlation
The correlation between PLBBX and PLBEX is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PLBBX vs. PLBEX - Dividend Comparison
PLBBX's dividend yield for the trailing twelve months is around 9.79%, more than PLBEX's 5.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLBBX Plumb Balanced Fund | 9.79% | 9.39% | 6.63% | 0.94% | 7.75% | 8.15% | 0.40% | 2.47% | 1.70% | 0.64% | 0.52% | 0.71% |
PLBEX Plumb Equity Fund | 5.64% | 4.96% | 0.58% | 0.00% | 11.55% | 25.39% | 9.27% | 4.24% | 14.87% | 12.93% | 1.07% | 12.02% |
Drawdowns
PLBBX vs. PLBEX - Drawdown Comparison
The maximum PLBBX drawdown since its inception was -43.26%, smaller than the maximum PLBEX drawdown of -52.48%. Use the drawdown chart below to compare losses from any high point for PLBBX and PLBEX.
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Drawdown Indicators
| PLBBX | PLBEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.26% | -52.48% | +9.22% |
Max Drawdown (1Y)Largest decline over 1 year | -8.18% | -16.06% | +7.88% |
Max Drawdown (5Y)Largest decline over 5 years | -30.70% | -43.69% | +12.99% |
Max Drawdown (10Y)Largest decline over 10 years | -30.70% | -43.69% | +12.99% |
Current DrawdownCurrent decline from peak | -7.04% | -16.06% | +9.02% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -11.98% | +3.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 4.64% | -2.40% |
Volatility
PLBBX vs. PLBEX - Volatility Comparison
The current volatility for Plumb Balanced Fund (PLBBX) is 4.42%, while Plumb Equity Fund (PLBEX) has a volatility of 6.20%. This indicates that PLBBX experiences smaller price fluctuations and is considered to be less risky than PLBEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLBBX | PLBEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 6.20% | -1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 8.73% | 13.18% | -4.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.90% | 21.20% | -7.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 22.98% | -7.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.22% | 23.09% | -7.87% |