Daily Performance
as of 12/07/2018
 

NAV

Daily

Change

% Daily

Change

YTD

Return

Berwyn Income Fund $13.12 ($0.02) -0.15% -0.49%

Average Annual Total Returns
as of most recent Month End (11/30/2018)
  Month

End

1 Yr.

3 Yrs.

5 Yrs.

10 Yrs.

Inception

(09/03/1987)

Berwyn Income Fund 0.08% 0.66% 3.80% 2.63% 7.86% 8.14%
FTSE Broad Investment-Grade (BIG) Bond Index 0.57% -1.38% 1.34% 2.03% 3.53% 6.21%
ICE BofAML High Yield Master II (LOC) -0.91% 0.22% 7.12% 4.40% 12.04% 8.12%
Lipper Income Fund Index (USD) 0.52% -0.75% 4.61% 3.89% 7.36% n/a

Average Annual Total Returns
as of most recent Quarter End (09/30/2018)
  Quarter

End

1 Yr.

3 Yrs.

5 Yrs.

10 Yrs.

Inception

(09/03/1987)

Berwyn Income Fund 0.20% 3.02% 4.82% 3.72% 6.92% 8.25%
FTSE Broad Investment-Grade (BIG) Bond Index 0.03% -1.24% 1.34% 2.15% 3.77% 6.25%
ICE BofAML High Yield Master II (LOC) 2.44% 2.94% 8.19% 5.54% 9.38% 8.26%
Lipper Income Fund Index (USD) 1.81% 3.50% 6.60% 5.02% 6.15% n/a