Daily Performance
as of 01/22/2020
 

NAV

Daily

Change

% Daily

Change

YTD

Return

Berwyn Income Fund $13.49 $0.00 0.00% 0.82%

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

End

1 Yr.

3 Yrs.

5 Yrs.

10 Yrs.

Inception

(09/03/1987)

Berwyn Income Fund 1.50% 9.68% 4.17% 3.52% 5.71% 8.14%
Bloomberg Barclays U.S. Aggregate Bond Index -0.07% 8.72% 4.03% 3.05% 3.75% n/a
FTSE Broad Investment-Grade (BIG) Bond Index -0.09% 8.86% 4.08% 3.08% 3.73% 6.34%
ICE BofAML High Yield Master II (LOC) 2.09% 14.41% 6.32% 6.13% 7.50% 8.21%
Lipper Income Fund Index (USD) 1.49% 14.04% 6.49% 4.91% 6.09% n/a

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)

Berwyn Income Fund 1.97% 9.68% 4.17% 3.52% 5.71% 8.14%
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%
ICE BofAML High Yield Master II (LOC) 2.61% 14.41% 6.32% 6.13% 7.50% 8.21%
Lipper Income Fund Index (USD) 3.10% 14.04% 6.49% 4.91% 6.09% n/a