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Plumb Equity Institutional (PLIEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.21-0.05 (-0.17%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up2
Number of years down1
Best 1-yr total return (16 May 2024)43.05%
Worst 1-yr total return (16 May 2024)N/A

Risk statistics

3 years
PLIEXCategory average
5 years
PLIEXCategory average
10 years
PLIEXCategory average
Alpha
-6.410.03
-5.490.04
-1.720.01
BETA
1.240.01
1.180.01
1.180.01
Mean annual return
0.370.02
0.90.02
1.10.01
R-squared
86.010.89
86.590.87
84.570.87
Standard deviation
23.720.2
23.490.16
19.540.15
Sharpe ratio
0.060.01
0.370.01
0.60.01
Treynor ratio
-1.180.21
5.220.21
8.810.15