Daily Performance
as of 07/02/2020
 

NAV

Daily

Change

% Daily

Change

YTD

Return

Chartwell Income Fund $12.50 $0.05 0.40% -5.03%

Average Annual Total Returns
as of most recent Month End (06/30/2020)
  Month

End

1 Yr.

3 Yrs.

5 Yrs.

10 Yrs.

Inception

(09/03/1987)

Chartwell Income Fund 1.70% -2.20% 1.42% 2.59% 4.88% 7.83%
ICE BofAML High Yield U.S. Corporates Cash Pay 0.95% -1.06% 2.95% 4.58% 6.46% 7.95%
Bloomberg Barclays U.S. Aggregate Bond Index 0.63% 8.74% 5.32% 4.30% 3.82% n/a
Russell 3000 Value Total Return -0.46% -9.42% 1.41% 4.41% 10.23% n/a

Average Annual Total Returns
as of most recent Quarter End (03/31/2020)
  Quarter

End

1 Yr.

3 Yrs.

5 Yrs.

10 Yrs.

Inception

(09/03/1987)

Chartwell Income Fund -13.80% -8.90% -1.33% 0.39% 3.82% 7.58%
ICE BofAML High Yield U.S. Corporates Cash Pay -13.06% -7.40% 0.57% 2.68% 5.49% n/a
Bloomberg Barclays U.S. Aggregate Bond Index 3.15% 8.93% 4.82% 3.36% 3.88% n/a
Russell 3000 Value Total Return -27.32% -18.02% -2.67% 1.62% 7.47% n/a