Thursday, 11 April 2019 21:47

2019-1Q Plumb Funds Quarterly Commentary

The first quarter of 2019 was a very good three months for both stock and bond markets with the S&P 500 Total Return Index recording its best quarter in twenty-one years, up 13.65%, the MSCI Ex USA International Index up 10.31% and the Bloomberg Barclays Intermediate Corporate Total Return Index up 3.82%.

Tuesday, 15 January 2019 16:23

2018-4Q Plumb Funds Quarterly Commentary

An old cliché is that markets go down when there are more sellers than buyers and that was definitely the case as we closed out 2018.  An old cliché is that markets go down when there are more sellers than buyers and that was definitely the case as we closed out 2018.

Thursday, 11 October 2018 16:47

2018-3Q Plumb Funds Quarterly Commentary

The third quarter of 2018 was marked with a strong domestic stock market, weak Chinese equity market and rising US interest rates. 

Tuesday, 31 July 2018 20:06

2018-2Q Plumb Funds Quarterly Commentary

Despite surging volatility, a tumultuous six months ended 6/30/2018 and a small decline in the last week of June, US stocks, as measured by the S&P 500 total return index, showed a positive return for the quarter.

Wednesday, 02 May 2018 09:41

Plumb Funds Quarterly and Year-End Update

We are pleased to report very favorable results for the Plumb Funds for both the quarter and the calendar year. World stock markets continued their advance in the fourth quarter of 2017.