Plumb Equity Investor (PLBEX) Stock Price & Analysis
Plumb Equity Investor (PLBEX) closed at USD 34.91 on Friday, October 23, 2026, down 0.46% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 35.07; the Oct 23, 2026 session ranged USD 34.91–34.91 on volume of 0 shares. Market capitalization is —, with a 52-week range of USD 27.81–37.23 (NAS). Source: Nexqual, retrieved October 24, 2026 at 18:14 UTC.
Also available as compact Markdown for AI agents: nexqual.com/PLBEX.md
Key facts (PLBEX)
- Total return with dividends: 1Y +7.1% vs S&P 500 +13.4%; 5Y +33.1% vs S&P 500 +76.9%.
Total return (dividends reinvested) (PLBEX)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +7.1% | +33.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +7.1% | +5.9% |
| Volatility (annualized) | 20.3% | 21.7% |
| Max drawdown | -16.1% (Oct 2025→Mar 2026) | -42.0% (Nov 2021→Oct 2022) |
Key Statistics (as of October 24, 2026 at 18:14 UTC)
| Price | USD 34.91 |
|---|---|
| Change | ▼ 0.46% (down) |
| Previous Close | USD 35.07 |
| Open | USD 34.91 |
| Day Range | USD 34.91 – 34.91 |
| 52-Week Range | USD 27.81 – 37.23 |
| Volume | 0 shares |
| Market Cap | — |
| Exchange | NAS |
Technical Analysis (PLBEX)
Nexqual's technical model rates PLBEX "SELL" based on 2 bullish and 5 bearish signals across 127 daily candles, as of October 24, 2026 at 18:14 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 36.28 (neutral) |
| vs SMA50 | Below (USD 35.95) |
| MACD | -0.16 (negative) |
Financial Health Score (PLBEX)
Nexqual rates Plumb Equity Investor's overall financial health "Mixed" across five dimensions, as of October 24, 2026 at 18:14 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 |
|---|---|---|---|
| PLBBX | Plumb Balanced Fund | USD 40.18 | ▼ 0% |
| EGFFX | Edgewood Growth Fund Retail | USD 0.1 | ▲ 3.07% |
| BFTHX | Baron Fifth Avenue Growth Fund | USD 74.3 | ▼ 0% |
| POLRX | Polen Growth Fund - Investor Cl | USD 30.76 | ▼ 0% |
| RPXFX | RiverParks Large Growth Fund Re | USD 28.78 | ▼ 0% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 18:14 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