Berwyn Income Fund Price History

BERIX Fund  USD 13.43  0.04  0.30%   
Below is the normalized historical share price chart for Berwyn Income Fund extending back to July 06, 1993. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Berwyn Income stands at 13.43, as last reported on the 1st of December, with the highest price reaching 13.43 and the lowest price hitting 13.43 during the day.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
If you're considering investing in Berwyn Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Berwyn Mutual Fund to be very steady. Berwyn Income secures Sharpe Ratio (or Efficiency) of 0.12, which signifies that the fund had a 0.12% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Berwyn Income Fund, which you can use to evaluate the volatility of the entity. Please confirm Berwyn Income's Downside Deviation of 0.2615, risk adjusted performance of 0.0617, and Mean Deviation of 0.2137 to double-check if the risk estimate we provide is consistent with the expected return of 0.0321%.
  
Berwyn Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.

Sharpe Ratio = 0.1216

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsBERIX

Estimated Market Risk

 0.26
  actual daily
2
98% of assets are more volatile

Expected Return

 0.03
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.12
  actual daily
9
91% of assets perform better
Based on monthly moving average Berwyn Income is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Berwyn Income by adding it to a well-diversified portfolio.

Berwyn Income Mutual Fund Price History Chart

There are several ways to analyze Berwyn Income Fund price data. The simplest method is using a basic Berwyn candlestick price chart, which shows Berwyn Income price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest PriceSeptember 24, 202413.46
Lowest PriceSeptember 6, 202413.16

Berwyn Income December 1, 2024 Mutual Fund Price Synopsis

Various analyses of Berwyn Income's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Berwyn Mutual Fund. It can be used to describe the percentage change in the price of Berwyn Income from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Berwyn Mutual Fund.
Berwyn Income Price Action Indicator 0.02 
Berwyn Income Price Rate Of Daily Change 1.00 

Berwyn Income December 1, 2024 Mutual Fund Price Analysis

When benchmark price declines in a down market, there may be an uptick in Berwyn Income Fund price where buyers come in believing the asset is cheap or selling overdone. The opposite is true when the market is bullish. You can use Berwyn Income intraday prices and daily technical indicators to check the level of noise trading in Berwyn Income Fund and then apply it to test your longer-term investment strategies against Berwyn.

Berwyn Mutual Fund Price History Data

The price series of Berwyn Income for the period between Mon, Sep 2, 2024 and Sun, Dec 1, 2024 has a statistical range of 0.3 with a coefficient of variation of 0.59. The prices are distributed with arithmetic mean of 13.33. The median price for the last 90 days is 13.35. The company issued dividends on 29th of September 2021.
OpenHighLowCloseVolume
12/01/2024
 13.43  13.43  13.43  13.43 
11/29/2024 13.43  13.43  13.43  13.43  1.00 
11/27/2024 13.39  13.39  13.39  13.39  1.00 
11/26/2024 13.37  13.37  13.37  13.37  1.00 
11/25/2024 13.39  13.39  13.39  13.39  1.00 
11/22/2024 13.36  13.36  13.36  13.36  1.00 
11/21/2024 13.35  13.35  13.35  13.35  1.00 
11/20/2024 13.32  13.32  13.32  13.32  1.00 
11/19/2024 13.33  13.33  13.33  13.33  1.00 
11/18/2024 13.30  13.30  13.30  13.30  1.00 
11/15/2024 13.23  13.23  13.23  13.23  1.00 
11/14/2024 13.25  13.25  13.25  13.25  1.00 
11/13/2024 13.26  13.26  13.26  13.26  1.00 
11/12/2024 13.29  13.29  13.29  13.29  1.00 
11/11/2024 13.35  13.35  13.35  13.35  1.00 
11/08/2024 13.38  13.38  13.38  13.38  1.00 
11/07/2024 13.38  13.38  13.38  13.38  1.00 
11/06/2024 13.29  13.29  13.29  13.29  1.00 
11/05/2024 13.30  13.30  13.30  13.30  1.00 
11/04/2024 13.26  13.26  13.26  13.26  1.00 
11/01/2024 13.24  13.24  13.24  13.24  1.00 
10/31/2024 13.29  13.29  13.29  13.29  1.00 
10/30/2024 13.35  13.35  13.35  13.35  1.00 
10/29/2024 13.33  13.33  13.33  13.33  1.00 
10/28/2024 13.29  13.29  13.29  13.29  1.00 
10/25/2024 13.31  13.31  13.31  13.31  1.00 
10/24/2024 13.34  13.34  13.34  13.34  1.00 
10/23/2024 13.31  13.31  13.31  13.31  1.00 
10/22/2024 13.36  13.36  13.36  13.36  1.00 
10/21/2024 13.33  13.33  13.33  13.33  1.00 
10/18/2024 13.40  13.40  13.40  13.40  1.00 
10/17/2024 13.35  13.35  13.35  13.35  1.00 
10/16/2024 13.38  13.38  13.38  13.38  1.00 
10/15/2024 13.37  13.37  13.37  13.37  1.00 
10/14/2024 13.35  13.35  13.35  13.35  1.00 
10/11/2024 13.36  13.36  13.36  13.36  1.00 
10/10/2024 13.33  13.33  13.33  13.33  1.00 
10/09/2024 13.31  13.31  13.31  13.31  1.00 
10/08/2024 13.32  13.32  13.32  13.32  1.00 
10/07/2024 13.32  13.32  13.32  13.32  1.00 
10/04/2024 13.35  13.35  13.35  13.35  1.00 
10/03/2024 13.40  13.40  13.40  13.40  1.00 
10/02/2024 13.44  13.44  13.44  13.44  1.00 
10/01/2024 13.44  13.44  13.44  13.44  1.00 
09/30/2024 13.42  13.42  13.42  13.42  1.00 
09/27/2024 13.43  13.43  13.43  13.43  1.00 
09/26/2024 13.42  13.42  13.42  13.42  1.00 
09/25/2024 13.41  13.41  13.41  13.41  1.00 
09/24/2024 13.46  13.46  13.46  13.46  1.00 
09/23/2024 13.42  13.42  13.42  13.42  1.00 
09/20/2024 13.40  13.40  13.40  13.40  1.00 
09/19/2024 13.41  13.41  13.41  13.41  1.00 
09/18/2024 13.36  13.36  13.36  13.36  1.00 
09/17/2024 13.40  13.40  13.40  13.40  1.00 
09/16/2024 13.42  13.42  13.42  13.42  1.00 
09/13/2024 13.37  13.37  13.37  13.37  1.00 
09/12/2024 13.30  13.30  13.30  13.30  1.00 
09/11/2024 13.24  13.24  13.24  13.24  1.00 
09/10/2024 13.22  13.22  13.22  13.22  1.00 
09/09/2024 13.18  13.18  13.18  13.18  1.00 
09/06/2024 13.16  13.16  13.16  13.16  1.00 

About Berwyn Income Mutual Fund history

Berwyn Income investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Berwyn is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Berwyn Income will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Berwyn Income stock prices may prove useful in developing a viable investing in Berwyn Income
The fund seeks to achieve its investment objectives by investing in income producing securities. It fund intends to invest at least 60 percent of its net assets in TIPS. The fund may invest in TIPS and other inflation-indexed debt securities and fixed income securities of any maturity.

Berwyn Income Mutual Fund Technical Analysis

Berwyn Income technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
A focus of Berwyn Income technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Berwyn Income trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...

Did you try this?

Run Sectors Now

   

Sectors

List of equity sectors categorizing publicly traded companies based on their primary business activities
All  Next Launch Module

Berwyn Income Technical and Predictive Indicators

Predictive indicators are helping investors to find signals for Berwyn Income's price direction in advance. Along with the technical and fundamental analysis of Berwyn Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Berwyn to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.

Other Information on Investing in Berwyn Mutual Fund

Berwyn Income financial ratios help investors to determine whether Berwyn Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Berwyn with respect to the benefits of owning Berwyn Income security.
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Bonds Directory
Find actively traded corporate debentures issued by US companies
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals