Financial Services
Live Price
Offline$40.71
+1.22% today
1Y Change
+8.76%
Window
Jun 23, 2025 → Jun 15, 2026
Coverage: 246 bars · Jun 23, 2025 → Jun 15, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Plumb Balanced Fund (PLBBX) is a fund with a market cap of $60.00M and listed on NASDAQ. The fund last traded around $40.71 and up 8.8% across the available one-year price window (Jun 23, 2025 → Jun 15, 2026). Stock Foundry combines PLBBX price history, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
PLBBX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
PLBBX Max Drawdown
-14.73%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for PLBBX and SPY.
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
No active yield
Trailing 12M Payout
$3.48
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Dec 12, 2025 | Dec 11, 2025 | Dec 15, 2025 | $3.48 | $3.48 | Annual |
| Dec 13, 2024 | Dec 12, 2024 | Dec 13, 2024 | $2.98 | $2.98 | Annual |
| Dec 15, 2023 | Dec 14, 2023 | Dec 15, 2023 | $0.32 | $0.32 | Annual |
| Dec 16, 2022 | Dec 15, 2022 | Dec 16, 2022 | $2.15 | $2.15 | Annual |
| Dec 17, 2021 | Dec 16, 2021 | Dec 17, 2021 | $3.12 | $3.12 | Annual |
| Dec 18, 2020 | Dec 17, 2020 | Dec 18, 2020 | $0.16 | $0.16 | Annual |
| Dec 13, 2019 | Dec 12, 2019 | Dec 13, 2019 | $0.81 | $0.81 | Annual |
| Dec 14, 2018 | Dec 13, 2018 | Dec 14, 2018 | $0.47 | $0.47 | Annual |
| Dec 15, 2017 | Dec 14, 2017 | Dec 15, 2017 | $0.18 | $0.18 | Annual |
| Dec 13, 2016 | Dec 12, 2016 | Dec 13, 2016 | $0.12 | $0.12 | Annual |
| Dec 15, 2015 | Dec 14, 2015 | Dec 15, 2015 | $0.16 | $0.16 | Annual |
| Dec 16, 2014 | Dec 15, 2014 | Dec 16, 2014 | $0.23 | $0.23 | Annual |
| Dec 17, 2013 | Dec 16, 2013 | Dec 17, 2013 | $0.29 | $0.29 | Annual |
| Dec 18, 2012 | Dec 17, 2012 | Dec 18, 2012 | $0.42 | $0.42 | Annual |
| Dec 20, 2011 | Dec 19, 2011 | Dec 20, 2011 | $0.28 | $0.28 | Annual |
| Dec 21, 2010 | Dec 20, 2010 | Dec 21, 2010 | $0.36 | $0.36 | Annual |
| Dec 22, 2009 | Dec 21, 2009 | Dec 22, 2009 | $0.35 | $0.35 | Annual |
| Dec 19, 2008 | Dec 18, 2008 | Dec 19, 2008 | $0.37 | $0.37 | Annual |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.