Daily Performance
as of 04/03/2020
 

NAV

Daily

Change

% Daily

Change

YTD

Return

Chartwell Income Fund $11.19 ($0.06) -0.53% -15.68%

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

End

1 Yr.

3 Yrs.

5 Yrs.

10 Yrs.

Inception

(09/03/1987)

Chartwell Income Fund -11.98% -8.90% -1.33% 0.39% 3.82% 7.58%
ICE BofAML High Yield Master II (LOC) -11.76% -7.45% 0.55% 2.67% 5.50% 7.68%
Bloomberg Barclays U.S. Aggregate Bond Index -0.59% 8.93% 4.82% 3.36% 3.88% n/a
FTSE Broad Investment-Grade (BIG) Bond Index -0.51% 9.11% 4.88% 3.39% 3.90% 6.39%

Average Annual Total Returns
as of most recent Quarter End (12/31/2019)
  Quarter

End

1 Yr.

3 Yrs.

5 Yrs.

10 Yrs.

Inception

(09/03/1987)

Chartwell Income Fund 1.97% 9.68% 4.17% 3.52% 5.71% 8.14%
ICE BofAML High Yield Master II (LOC) 2.61% 14.41% 6.32% 6.13% 7.50% 8.21%
Bloomberg Barclays U.S. Aggregate Bond Index 0.18% 8.72% 4.03% 3.05% 3.75% n/a
FTSE Broad Investment-Grade (BIG) Bond Index 0.18% 8.86% 4.08% 3.08% 3.73% 6.34%