Daily Performance
as of 03/22/2019
 

NAV

Daily

Change

% Daily

Change

YTD

Return

Berwyn Income Fund $12.98 ($0.04) -0.31% 3.18%

Average Annual Total Returns
as of most recent Month End (02/28/2019)
  Month

End

1 Yr.

3 Yrs.

5 Yrs.

10 Yrs.

Inception

(09/03/1987)

Berwyn Income Fund 0.62% 2.50% 5.07% 2.73% 8.19% 8.17%
Bloomberg Barclays U.S. Aggregate Index -0.06% 3.17% 1.69% 2.32% 3.71% n/a
ICE BofAML High Yield Master II (LOC) 1.69% 4.26% 9.91% 4.54% 11.49% 8.19%
Lipper Income Fund Index (USD) 1.27% 1.88% 6.70% 3.92% 8.07% n/a

Average Annual Total Returns
as of most recent Quarter End (12/31/2018)
  Quarter

End

1 Yr.

3 Yrs.

5 Yrs.

10 Yrs.

Inception

(09/03/1987)

Berwyn Income Fund -2.63% -0.82% 3.87% 2.29% 7.54% 8.09%
Bloomberg Barclays U.S. Aggregate Index n/a n/a n/a n/a n/a n/a
ICE BofAML High Yield Master II (LOC) -4.67% -2.27% 7.27% 3.82% 10.99% 8.02%
Lipper Income Fund Index (USD) -5.07% -3.94% 4.21% 3.20% 6.74% n/a