Wisconsin Plumb Balanced Fund Investor (PLBBX)
40.64
+0.04
(+0.10%)
USD |
Dec 04 2025
PLBBX 1 Year Total Returns (Daily): 6.68% for Dec. 4, 2025
1 Year Total Returns (Daily) Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Data
Total Return Definition
The Total return is the change in price over a specific period of time that includes dividends and distributions paid.
1 Year Total Returns (Daily) Range, Past 5 Years
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1 Year Total Returns (Daily) Benchmarks
| BNY Mellon Balanced Opportunity Fund J | 8.79% |
| Sit Balanced Fund | 11.71% |
| TETON Westwood Balanced Fund AAA | 3.78% |
| MoA Balanced Fund | 15.07% |
| Calvert Balanced Fund C | 8.00% |
1 Year Total Returns (Daily) Related Metrics
1 Year Total Returns (Daily) Excel Add-In Codes
| Metric Code: one_year_total_return |
| Latest Data Point: =YCP("M:PLBBX", "one_year_total_return") |
| Last 5 Data Points: =YCS("M:PLBBX", "one_year_total_return", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |