Daily Performance
as of 05/17/2019
 

NAV

Daily

Change

% Daily

Change

YTD

Return

Berwyn Income Fund $13.06 ($0.02) -0.15% 4.51%

Average Annual Total Returns
as of most recent Month End (04/30/2019)
  Month

End

1 Yr.

3 Yrs.

5 Yrs.

10 Yrs.

Inception

(09/03/1987)

Berwyn Income Fund 1.31% 3.90% 4.27% 2.68% 7.46% 8.17%
Bloomberg Barclays U.S. Aggregate Bond Index 0.03% 5.29% 1.90% 2.57% 3.72% n/a
FTSE Broad Investment-Grade (BIG) Bond Index 0.05% 5.29% 1.91% 2.58% 3.64% 6.29%
ICE BofAML High Yield Master II (LOC) 1.40% 6.71% 7.77% 4.84% 10.19% 8.23%
Lipper Income Fund Index (USD) 1.38% 4.84% 5.89% 4.21% 7.41% n/a

Average Annual Total Returns
as of most recent Quarter End (03/31/2019)
  Quarter

End

1 Yr.

3 Yrs.

5 Yrs.

10 Yrs.

Inception

(09/03/1987)

Berwyn Income Fund 3.79% 2.94% 4.11% 2.62% 7.88% 8.15%
Bloomberg Barclays U.S. Aggregate Bond Index 2.94% 4.48% 2.03% 2.74% 3.77% n/a
FTSE Broad Investment-Grade (BIG) Bond Index 2.95% 4.48% 2.04% 2.74% 3.64% 6.30%
ICE BofAML High Yield Master II (LOC) 7.40% 5.94% 8.69% 4.70% 11.24% 8.20%
Lipper Income Fund Index (USD) 6.50% 3.42% 5.79% 4.08% 7.78% n/a