# Plumb Equity Investor (PLBEX)

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

**Price:** USD 34.91 (-0.46% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 35.07 · day 34.91–34.91 · 52w 27.81–37.23 · market cap null · NAS

## Key facts
- 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)
|  | 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) |

## Peers
PLBBX (Plumb Balanced Fund) USD 40.18 -0.00% · EGFFX (Edgewood Growth Fund Retail) USD 0.1 +3.07% · BFTHX (Baron Fifth Avenue Growth Fund) USD 74.3 -0.00% · POLRX (Polen Growth Fund - Investor Cl) USD 30.76 -0.00% · RPXFX (RiverParks Large Growth Fund Re) USD 28.78 -0.00%

## More
Full page: https://nexqual.com/PLBEX · 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