Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLBEX (PLUMB EQUITY FUND PLUMB EQUITY FUND) | 11.57% | 23.01% | 18.53% | 0.60% | 8.97% | 8.59% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/31/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLBEX (PLUMB EQUITY FUND PLUMB EQUITY FUND) | 05/31/2007 | 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 (%) | 0.51 | 23.01 | 18.53 | 0.60 | 8.97 | 8.59 | NA | … | … | 11.57 | 10.58 | 18.02 | 42.77 | -39.74 | -18.01 | 21.59 | 32.95 | -2.45 | 39.86 | 3.89 | 1.38 | 14.77 | 28.24 | 5.28 | -5.96 | 13.45 | 26.37 | -33.68 | -10.20 |
| Sharpe Ratio | NA | 1.22 | 0.82 | -0.08 | 0.30 | NA | NA | … | … | 1.23 | 0.36 | 0.84 | 2.23 | -1.14 | -0.56 | 0.55 | 1.78 | -0.17 | 4.13 | 0.23 | 0.09 | 1.18 | 2.35 | 0.39 | -0.25 | 0.78 | 1.11 | -0.93 | -1.14 |
| Standard Deviation(%) | NA | 17.84 | 18.95 | 25.89 | 24.83 | NA | NA | … | … | 21.26 | 21.64 | 17.04 | 17.73 | 36.23 | 32.11 | 38.67 | 17.70 | 23.11 | 9.55 | 16.20 | 15.79 | 12.51 | 12.01 | 13.56 | 23.80 | 17.18 | 23.72 | 37.19 | 17.14 |
| Draw Down(%) | NA | 16.06 | 23.05 | 57.55 | 57.55 | NA | NA | … | … | 14.80 | 21.36 | 11.73 | 11.72 | 41.79 | 31.30 | 35.37 | 9.86 | 27.23 | 4.38 | 14.21 | 10.40 | 8.22 | 5.59 | 14.17 | 21.46 | 14.44 | 23.24 | 43.27 | 12.76 |
| Yield(%) | 0.00 | 5.21 | 2.60 | 0.96 | 4.85 | 5.32 | 3.45 | … | … | 0.00 | 5.22 | 0.70 | 0.00 | 0.00 | 0.00 | 0.50 | 5.40 | 12.61 | 15.85 | 1.12 | 10.89 | 1.25 | 0.67 | 1.30 | 0.23 | 0.80 | 1.22 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLBEX (PLUMB EQUITY FUND PLUMB EQUITY FUND) |
-15.62%
Dec 2019 – Dec 2022 |
-4.87%
Dec 2017 – Dec 2022 |
4.81%
Jun 2007 – Jun 2017 |
2.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLBEX (PLUMB EQUITY FUND PLUMB EQUITY FUND) |
23.93%
Apr 2016 – Apr 2019 |
20.57%
Aug 2016 – Aug 2021 |
15.34%
Feb 2009 – Feb 2019 |
10.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart