PLBEX vs. PLBBX
Compare and contrast key facts about Plumb Equity Fund (PLBEX) and Plumb Balanced Fund (PLBBX).
PLBEX is managed by Plumb Funds. It was launched on May 24, 2007. PLBBX is managed by Plumb Funds. It was launched on May 23, 2007.
Performance
PLBEX vs. PLBBX - Performance Comparison
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PLBEX vs. PLBBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLBEX Plumb Equity Fund | -12.08% | 10.58% | 18.01% | 42.77% | -32.91% | 3.44% | 32.39% | 33.00% | -2.43% | 39.86% |
PLBBX Plumb Balanced Fund | -4.10% | 10.54% | 13.48% | 25.13% | -22.24% | 4.02% | 21.66% | 23.22% | -1.76% | 23.23% |
Returns By Period
In the year-to-date period, PLBEX achieves a -12.08% return, which is significantly lower than PLBBX's -4.10% return. Over the past 10 years, PLBEX has outperformed PLBBX with an annualized return of 11.51%, while PLBBX has yielded a comparatively lower 8.95% annualized return.
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%
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%
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PLBEX vs. PLBBX - Expense Ratio Comparison
Both PLBEX and PLBBX have an expense ratio of 1.19%.
Return for Risk
PLBEX vs. PLBBX — Risk / Return Rank
PLBEX
PLBBX
PLBEX vs. PLBBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Plumb Equity Fund (PLBEX) and Plumb Balanced Fund (PLBBX). 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.
| PLBEX | PLBBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.75 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.57 | 1.11 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.15 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 1.07 | -0.83 |
Martin ratioReturn relative to average drawdown | 0.80 | 3.88 | -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
| PLBEX | PLBBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.75 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.28 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.59 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.39 | -0.07 |
Correlation
The correlation between PLBEX and PLBBX 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
PLBEX vs. PLBBX - Dividend Comparison
PLBEX's dividend yield for the trailing twelve months is around 5.64%, less than PLBBX's 9.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
PLBEX vs. PLBBX - Drawdown Comparison
The maximum PLBEX drawdown since its inception was -52.48%, which is greater than PLBBX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PLBEX and PLBBX.
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Drawdown Indicators
| PLBEX | PLBBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.48% | -43.26% | -9.22% |
Max Drawdown (1Y)Largest decline over 1 year | -16.06% | -8.18% | -7.88% |
Max Drawdown (5Y)Largest decline over 5 years | -43.69% | -30.70% | -12.99% |
Max Drawdown (10Y)Largest decline over 10 years | -43.69% | -30.70% | -12.99% |
Current DrawdownCurrent decline from peak | -16.06% | -7.04% | -9.02% |
Average DrawdownAverage peak-to-trough decline | -11.98% | -8.30% | -3.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 2.24% | +2.40% |
Volatility
PLBEX vs. PLBBX - Volatility Comparison
Plumb Equity Fund (PLBEX) has a higher volatility of 6.20% compared to Plumb Balanced Fund (PLBBX) at 4.42%. This indicates that PLBEX's price experiences larger fluctuations and is considered to be riskier than PLBBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLBEX | PLBBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.20% | 4.42% | +1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 13.18% | 8.73% | +4.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.20% | 13.90% | +7.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.98% | 15.88% | +7.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.09% | 15.22% | +7.87% |