Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLBBX (PLUMB BALANCED FUND PLUMB BALANCED FUND) | 9.31% | 19.11% | 15.71% | 3.80% | 8.55% | 7.90% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLBBX (PLUMB BALANCED FUND PLUMB BALANCED FUND) | 06/05/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 19.11 | 15.71 | 3.80 | 8.55 | 7.90 | NA | … | … | 9.31 | 10.54 | 15.12 | 25.12 | -27.65 | -3.82 | 21.66 | 23.20 | -1.74 | 23.22 | 5.06 | -0.59 | 10.41 | 22.21 | 4.97 | -1.80 | 11.49 | 21.32 | -28.40 | -7.83 |
| Sharpe Ratio | NA | 1.47 | 0.99 | 0.08 | 0.46 | NA | NA | … | … | 1.53 | 0.55 | 0.86 | 1.93 | -1.27 | -0.24 | 0.88 | 2.09 | -0.22 | 3.89 | 0.48 | -0.06 | 1.26 | 2.66 | 0.53 | -0.11 | 0.96 | 1.38 | -1.17 | -1.34 |
| Standard Deviation(%) | NA | 11.71 | 12.99 | 15.85 | 15.26 | NA | NA | … | … | 13.67 | 14.00 | 13.31 | 11.22 | 23.03 | 15.81 | 24.10 | 10.41 | 14.21 | 5.83 | 10.08 | 10.49 | 8.26 | 8.34 | 9.41 | 16.46 | 11.89 | 15.36 | 25.00 | 11.96 |
| Draw Down(%) | NA | 7.04 | 14.61 | 37.20 | 37.20 | NA | NA | … | … | 7.04 | 13.34 | 9.23 | 7.39 | 29.25 | 14.71 | 24.80 | 5.45 | 17.57 | 2.55 | 9.02 | 7.65 | 5.38 | 4.57 | 10.29 | 15.10 | 10.16 | 16.62 | 34.43 | 8.44 |
| Yield(%) | 0.00 | 9.36 | 7.26 | 3.44 | 3.83 | 3.79 | 2.66 | … | … | 0.00 | 9.48 | 8.77 | 1.18 | 0.15 | 0.15 | 0.48 | 2.97 | 1.63 | 0.78 | 0.55 | 0.70 | 1.14 | 1.68 | 2.48 | 1.59 | 2.27 | 2.61 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLBBX (PLUMB BALANCED FUND PLUMB BALANCED FUND) |
-6.34%
Aug 2007 – Aug 2010 |
-1.55%
Oct 2007 – Oct 2012 |
4.37%
Sep 2007 – Sep 2017 |
3.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLBBX (PLUMB BALANCED FUND PLUMB BALANCED FUND) |
16.77%
Dec 2022 – Dec 2025 |
14.96%
Feb 2016 – Feb 2021 |
11.50%
Sep 2011 – Sep 2021 |
9.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart