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Financial Services

Plumb Equity Fund(PLBEX)

Fund

Live Price

Offline

$35.65

+1.92% today

1Y Change

+18.08%

Window

Jun 23, 2025 โ†’ Jun 1, 2026

Market Cap
$30.00M
Dividend Yield
0.0%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 236 bars ยท Jun 23, 2025 โ†’ Jun 1, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Plumb Equity Fund (PLBEX) is a fund with a market cap of $30.00M and listed on NASDAQ. The fund last traded around $35.65 and up 18.1% across the available one-year price window (Jun 23, 2025 โ†’ Jun 1, 2026). Stock Foundry combines PLBEX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

PLBEX

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

โ€”

Relative to SPY

PLBEX Max Drawdown

-19.99%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for PLBEX and SPY.

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PLBEX Dividend History

Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.

Annual

Dividend Yield

No active yield

Trailing 12M Payout

$1.57

Last Payout

$1.57
Ex: Dec 12, 2025 ยท Pay: Dec 15, 2025
Ex-DateRecordPayDividendAdjFrequency
Dec 12, 2025Dec 11, 2025Dec 15, 2025$1.57$1.57Annual
Dec 13, 2024Dec 12, 2024Dec 13, 2024$0.17$0.17Annual
Dec 16, 2022Dec 15, 2022Dec 16, 2022$2.07$2.07Annual
Dec 17, 2021Dec 16, 2021Dec 17, 2021$7.54$7.54Annual
Dec 18, 2020Dec 17, 2020Dec 18, 2020$3.36$3.36Annual
Dec 13, 2019Dec 12, 2019Dec 13, 2019$1.27$1.27Annual
Dec 14, 2018Dec 13, 2018Dec 14, 2018$3.49$3.49Annual
Dec 15, 2017Dec 14, 2017Dec 15, 2017$3.55$3.55Annual
Dec 13, 2016Dec 12, 2016Dec 13, 2016$0.24$0.24Annual
Dec 15, 2015Dec 14, 2015Dec 15, 2015$2.60$2.60Annual
Dec 16, 2014Dec 15, 2014Dec 16, 2014$0.26$0.26Annual
Dec 17, 2013Dec 16, 2013Dec 17, 2013$0.11$0.11Annual
Dec 18, 2012Dec 17, 2012Dec 18, 2012$0.21$0.21Annual
Dec 20, 2011Dec 19, 2011Dec 20, 2011$0.04$0.04Annual
Dec 21, 2010Dec 20, 2010Dec 21, 2010$0.12$0.12Annual
Dec 22, 2009Dec 21, 2009Dec 22, 2009$0.15$0.15Annual
Dec 19, 2008Dec 18, 2008Dec 19, 2008$0.11$0.11Annual
No upcoming dividends in the next 90 days

Next Step

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