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ALL ORDS
8,133.10
+50.80
(+0.63%)
ASX 200
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AUD/USD
0.6708
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(+0.19%)
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Bitcoin AUD
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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
2
Number of years down
1
Best 1-yr total return (16 May 2024)
43.05%
Worst 1-yr total return (16 May 2024)
N/A
Risk statistics
3 years
PLIEX
Category average
5 years
PLIEX
Category average
10 years
PLIEX
Category average
Alpha
-6.41
0.03
-5.49
0.04
-1.72
0.01
BETA
1.24
0.01
1.18
0.01
1.18
0.01
Mean annual return
0.37
0.02
0.9
0.02
1.1
0.01
R-squared
86.01
0.89
86.59
0.87
84.57
0.87
Standard deviation
23.72
0.2
23.49
0.16
19.54
0.15
Sharpe ratio
0.06
0.01
0.37
0.01
0.6
0.01
Treynor ratio
-1.18
0.21
5.22
0.21
8.81
0.15
Data disclaimer
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