Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLIEX (Plumb Equity Fund Institutional Shares) | 11.69% | 23.32% | 18.72% | 7.87% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLIEX (Plumb Equity Fund Institutional Shares) | 08/04/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 23.32 | 18.72 | 7.87 | NA | NA | NA | … | … | 11.69 | 10.86 | 18.08 | 43.05 | -32.76 | 3.66 | 21.68 |
| Sharpe Ratio | NA | 1.24 | 0.83 | 0.23 | NA | NA | NA | … | … | 1.24 | 0.37 | 0.85 | 2.24 | -1.00 | 0.17 | 2.88 |
| Standard Deviation(%) | NA | 17.85 | 18.99 | 23.09 | NA | NA | NA | … | … | 21.24 | 21.72 | 17.07 | 17.74 | 34.41 | 21.77 | 21.13 |
| Draw Down(%) | NA | 15.97 | 23.15 | 43.58 | NA | NA | NA | … | … | 14.77 | 21.30 | 11.71 | 11.66 | 38.73 | 13.77 | 10.29 |
| Yield(%) | 0.00 | 5.16 | 2.48 | 6.24 | 4.52 | 3.01 | 2.26 | … | … | 0.00 | 5.18 | 0.41 | 0.00 | 6.86 | 21.26 | 10.53 |
Data as of 06/04/2026, Common starting date is 08/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLIEX (Plumb Equity Fund Institutional Shares) |
-0.10%
Dec 2020 – Dec 2023 |
4.42%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLIEX (Plumb Equity Fund Institutional Shares) |
26.10%
Sep 2022 – Sep 2025 |
10.14%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart