# Plumb Balanced Investor (PLBBX)

> Source: Nexqual · https://nexqual.com/PLBBX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Plumb Balanced Investor (PLBBX), nexqual.com/PLBBX" · informational, not investment advice.

**Price:** USD 40.18 (-0.45% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 40.36 · day 40.18–40.18 · 52w 35.53–41.74 · market cap null · NAS

## Key facts
- 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)
|  | 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) |

## Peers
PLBEX (Plumb Equity Fund) USD 34.91 +0.00% · VLAAX (Value Line Asset Allocation Fun) USD 34.01 +0.00% · SIBAX (Sit Balanced Fund) USD 39.75 +0.00% · SMVLX (Smead Value Fund Investor Class) USD 102.85 +0.00% · HCYIX (Hilton Tactical Income Fund Ins) USD 18.36 -0.00%

## More
Full page: https://nexqual.com/PLBBX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt