Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BERCX (BERWYN CORNERSTONE FUND BERWYN CORNERSTONE FUND) | 10.20% | 23.02% | 13.73% | 6.93% | 8.73% | 8.35% | 6.95% | … | … |
Data as of 06/04/2026, Common starting date is 05/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BERCX (BERWYN CORNERSTONE FUND BERWYN CORNERSTONE FUND) | 05/14/2002 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 23.02 | 13.73 | 6.93 | 8.73 | 8.35 | 6.95 | … | … | 10.20 | 11.77 | 11.35 | 6.93 | -11.66 | 27.31 | -3.90 | 23.30 | -10.92 | 16.98 | 28.69 | -15.15 | -0.97 | 38.64 | 13.02 | -2.59 | 8.58 | 30.21 | -28.61 | 0.19 | 18.29 | 5.40 | 10.62 | 17.09 | -1.00 |
| Sharpe Ratio | NA | 1.27 | 0.65 | 0.26 | 0.38 | NA | NA | … | … | 1.26 | 0.46 | 0.58 | 0.21 | -0.62 | 1.85 | -0.10 | 1.93 | -0.89 | 1.58 | 1.66 | -0.99 | -0.08 | 3.07 | 0.92 | -0.11 | 0.54 | 1.10 | -0.83 | -0.21 | 1.59 | 0.29 | 1.06 | 1.94 | -0.28 |
| Standard Deviation(%) | NA | 16.15 | 16.49 | 17.28 | 19.41 | NA | NA | … | … | 17.86 | 19.47 | 13.33 | 15.65 | 21.04 | 14.72 | 40.10 | 11.32 | 13.80 | 10.40 | 17.11 | 15.38 | 11.83 | 12.59 | 14.17 | 23.25 | 15.82 | 27.49 | 35.49 | 13.90 | 9.41 | 10.69 | 9.12 | 8.42 | 9.50 |
| Draw Down(%) | NA | 11.45 | 19.57 | 22.09 | 42.45 | NA | NA | … | … | 11.45 | 16.55 | 8.44 | 17.88 | 19.59 | 6.31 | 42.45 | 5.58 | 18.23 | 8.48 | 10.37 | 19.52 | 12.30 | 5.05 | 13.26 | 21.30 | 14.87 | 29.27 | 44.30 | 11.60 | 7.26 | 8.08 | 5.88 | 4.31 | 8.61 |
| Yield(%) | 0.00 | 12.61 | 9.96 | 5.91 | 7.23 | 7.47 | 6.33 | … | … | 0.00 | 12.67 | 13.12 | 3.32 | 0.93 | 0.78 | 1.07 | 2.52 | 6.59 | 21.59 | 4.17 | 0.77 | 9.36 | 11.99 | 4.96 | 1.06 | 0.69 | 1.01 | 0.69 | 8.18 | 5.39 | 2.37 | 0.78 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERCX (BERWYN CORNERSTONE FUND BERWYN CORNERSTONE FUND) |
-13.34%
Feb 2006 – Feb 2009 |
-4.75%
Feb 2004 – Feb 2009 |
3.34%
Jan 2006 – Jan 2016 |
4.11%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERCX (BERWYN CORNERSTONE FUND BERWYN CORNERSTONE FUND) |
23.94%
Feb 2009 – Feb 2012 |
21.36%
Feb 2009 – Feb 2014 |
12.94%
Feb 2009 – Feb 2019 |
10.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart