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.
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.
Berwyn |
Sharpe Ratio = 0.1216
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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 Price | September 24, 2024 | 13.46 |
Lowest Price | September 6, 2024 | 13.16 |
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
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.Open | High | Low | Close | Volume | ||
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.
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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.
Risk Adjusted Performance | 0.0617 | |||
Jensen Alpha | 0.0062 | |||
Total Risk Alpha | (0.03) | |||
Sortino Ratio | (0.42) | |||
Treynor Ratio | 0.196 |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
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.
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