Plumb Balanced Investor (PLBBX) Stock Price & Analysis
Plumb Balanced Investor (PLBBX) closed at USD 40.18 on Friday, October 23, 2026, down 0.45% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 40.36; the Oct 23, 2026 session ranged USD 40.18–40.18 on volume of 0 shares. Market capitalization is —, with a 52-week range of USD 35.53–41.74 (NAS). Source: Nexqual, retrieved October 24, 2026 at 17:34 UTC.
Also available as compact Markdown for AI agents: nexqual.com/PLBBX.md
Key facts (PLBBX)
- Total return with dividends: 1Y +6.6% vs S&P 500 +13.4%; 5Y +32.0% vs S&P 500 +76.9%.
Total return (dividends reinvested) (PLBBX)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +6.6% | +32.0% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +6.6% | +5.7% |
| Volatility (annualized) | 12.7% | 14.3% |
| Max drawdown | -7.0% (Jan 2026→Mar 2026) | -29.7% (Nov 2021→Sep 2022) |
Key Statistics (as of October 24, 2026 at 17:34 UTC)
| Price | USD 40.18 |
|---|---|
| Change | ▼ 0.45% (down) |
| Previous Close | USD 40.36 |
| Open | USD 40.18 |
| Day Range | USD 40.18 – 40.18 |
| 52-Week Range | USD 35.53 – 41.74 |
| Volume | 0 shares |
| Market Cap | — |
| Exchange | NAS |
Technical Analysis (PLBBX)
Nexqual's technical model rates PLBBX "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 24, 2026 at 17:34 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 36.9 (neutral) |
| vs SMA50 | Below (USD 40.89) |
| MACD | -0.08 (negative) |
Financial Health Score (PLBBX)
Nexqual rates Plumb Balanced Investor's overall financial health "Mixed" across five dimensions, as of October 24, 2026 at 17:34 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Mixed — No data |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| PLBEX | Plumb Equity Fund | USD 34.91 | ▲ 0% |
| VLAAX | Value Line Asset Allocation Fun | USD 34.01 | ▲ 0% |
| SIBAX | Sit Balanced Fund | USD 39.75 | ▲ 0% |
| SMVLX | Smead Value Fund Investor Class | USD 102.85 | ▲ 0% |
| HCYIX | Hilton Tactical Income Fund Ins | USD 18.36 | ▼ 0% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 17:34 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt