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Plumb Equity Institutional (PLIEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.18-0.25 (-0.85%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.75%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (27 May 2024)43.05%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return43.05%
Worst 3-yr total return-0.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPLIEXCategory
YTD8.75%12.38%
1-month-6.08%5.09%
3-month4.44%10.28%
1-year34.99%41.70%
3-year1.66%22.56%
5-year8.37%21.98%
10-year11.89%15.99%
Last bull market35.67%25.99%
Last bear market-24.17%-17.29%

Annual total return (%) history

Year
PLIEXCategory
2024
N/AN/A
2023
43.05%N/A
2022
-32.70%N/A
2021
3.74%N/A
2020
N/A35.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.79%N/AN/AN/A
202314.74%13.14%-2.57%13.10%
2022-13.24%-24.17%-5.21%7.91%
2021-3.73%10.13%-1.43%-0.73%
202018.22%N/AN/AN/A

Rank in category (by total return)

YTD22
1-month91
3-month37
1-year21
3-year78
5-year94

Load adjusted returns

1-year34.99%
3-year1.66%
5-year8.37%
10-year11.89%