Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLAEX (Plumb Equity Fund Class A Shares) | NA | -1.52% | 19.50% | NA | NA | NA | NA | … | … |
Data as of 06/20/2025, Common starting date is 02/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLAEX (Plumb Equity Fund Class A Shares) | 02/09/2021 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | -1.52 | 19.50 | NA | NA | NA | NA | … | … | -0.13 | 18.06 | 42.71 | -32.91 | -0.78 |
| Sharpe Ratio | NA | -0.21 | 0.78 | NA | NA | NA | NA | … | … | -0.12 | 0.85 | 2.23 | -1.00 | -0.04 |
| Standard Deviation(%) | NA | 22.80 | 21.85 | NA | NA | NA | NA | … | … | 27.07 | 17.07 | 17.69 | 34.38 | 21.36 |
| Draw Down(%) | NA | 23.03 | 23.03 | NA | NA | NA | NA | … | … | 21.33 | 11.70 | 11.76 | 38.83 | 13.79 |
| Yield(%) | 0.00 | 0.57 | 3.80 | 5.18 | 2.59 | 1.73 | 1.29 | … | … | 0.00 | 0.69 | 0.00 | 6.88 | 19.97 |
Data as of 06/20/2025, Common starting date is 02/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLAEX (Plumb Equity Fund Class A Shares) |
1.26%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLAEX (Plumb Equity Fund Class A Shares) |
14.52%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart