Mail

Canada markets open in 1 hour 41 minutes

S&P/TSX
21,554.86
-26.44(-0.12%)
S&P 500
5,464.62
-8.55(-0.16%)
DOW
39,150.33
+15.53(+0.04%)
CAD/USD
0.7311
+0.0007(+0.10%)
CRUDE OIL
81.02
+0.29(+0.36%)
Bitcoin CAD
83,631.65
-4,272.54(-4.86%)

Plumb Balanced Investor (PLBBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

Add to watchlist

38.95

+0.03

(+0.08%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★★★

Number of Years Up11

Number of Years Down5

Best 1 Yr Total Return (Jun 20, 2024)25.13%

Worst 1 Yr Total Return (Jun 20, 2024)N/A

Risk Statistics

3 Years

PLBBXCategory Average

5 Years

PLBBXCategory Average

10 Years

PLBBXCategory Average

Alpha

3.48-0.01

1.47-0.01

2.22-0

BETA

1.140.01

1.140.01

1.160.01

Mean Annual Return

0.420.01

0.770.01

0.740.01

R-squared

81.650.93

82.880.92

81.790.92

Standard Deviation

15.890.13

15.560.1

12.890.09

Sharpe Ratio

0.120.01

0.450.01

0.570.01

Treynor Ratio

0.520.09

5.360.09

5.880.07