Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) | 2.54% | 10.99% | 9.10% | 4.15% | 4.31% | 4.74% | 5.67% | … | … |
Data as of 06/05/2026, Common starting date is 12/22/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) | 12/22/1987 | 06/05/2026 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.95 | 10.99 | 9.10 | 4.15 | 4.31 | 4.74 | 5.67 | … | … | 2.54 | 13.23 | 7.20 | 7.78 | -10.13 | 7.36 | 4.48 | 9.68 | -1.64 | 0.61 | 8.74 | -3.29 | 3.32 | 15.84 | 7.96 | 3.10 | 10.06 | 30.22 | -10.19 | 6.84 | 8.56 | 1.96 | 7.98 | 14.69 | 9.38 | 14.12 | 6.05 | 0.84 | -8.05 | 13.38 | 13.99 | 18.05 | -1.41 | 10.52 | 15.96 | 22.38 | -0.57 | 10.16 | 11.82 | 0.64 |
| Sharpe Ratio | NA | 2.30 | 1.32 | 0.35 | 0.48 | NA | NA | … | … | 1.43 | 2.41 | 0.76 | 0.65 | -1.38 | 2.01 | 0.35 | 2.47 | -0.98 | -0.01 | 2.20 | -0.84 | 0.79 | 3.03 | 1.98 | 0.43 | 1.96 | 3.42 | -1.17 | 1.10 | 1.53 | -0.09 | 1.67 | 3.65 | 1.58 | 2.12 | 0.35 | -0.50 | -1.97 | 2.08 | 2.76 | 3.50 | -1.17 | 1.46 | 2.03 | 5.56 | -1.64 | 1.43 | 0.95 | 5.42 |
| Standard Deviation(%) | NA | 4.93 | 5.26 | 5.93 | 6.12 | NA | NA | … | … | 6.38 | 4.31 | 4.73 | 6.43 | 8.43 | 3.65 | 12.05 | 3.32 | 3.10 | 4.02 | 3.87 | 3.95 | 4.18 | 5.21 | 4.03 | 7.10 | 5.07 | 8.82 | 9.49 | 3.37 | 3.38 | 3.35 | 4.18 | 3.82 | 5.20 | 5.60 | 5.24 | 5.03 | 5.86 | 4.64 | 3.71 | 4.02 | 3.83 | 5.70 | 6.58 | 3.30 | 3.68 | 2.94 | 7.27 | 4.74 |
| Draw Down(%) | NA | 2.51 | 5.82 | 15.72 | 20.33 | NA | NA | … | … | 2.51 | 2.95 | 2.26 | 6.24 | 15.58 | 1.91 | 20.33 | 1.52 | 4.32 | 3.41 | 1.91 | 5.44 | 4.71 | 3.47 | 4.30 | 6.47 | 3.53 | 8.39 | 16.83 | 2.34 | 2.16 | 3.36 | 5.49 | 3.90 | 5.80 | 5.20 | 3.39 | 5.92 | 14.27 | 4.56 | 3.58 | 3.37 | 6.05 | 3.61 | 4.56 | 0.97 | 5.98 | 1.59 | 5.13 | 0.42 |
| Yield(%) | 0.00 | 3.48 | 3.94 | 3.25 | 3.34 | 4.12 | 4.95 | … | … | 0.95 | 4.31 | 4.03 | 3.47 | 3.09 | 2.72 | 3.09 | 3.21 | 4.65 | 1.88 | 2.93 | 2.32 | 6.19 | 9.07 | 5.67 | 5.97 | 6.02 | 5.52 | 4.98 | 8.17 | 4.72 | 4.21 | 4.48 | 4.18 | 6.12 | 8.00 | 8.26 | 7.61 | 6.22 | 11.50 | 10.58 | 6.53 | 6.25 | 5.86 | 6.86 | 10.16 | 8.25 | 8.04 | 8.01 | 0.42 |
Data as of 06/05/2026, Common starting date is 12/22/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) |
-2.65%
Mar 2017 – Mar 2020 |
-0.43%
Mar 2015 – Mar 2020 |
1.89%
Oct 2013 – Oct 2023 |
4.41%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) |
18.54%
Oct 1990 – Oct 1993 |
13.95%
Feb 2009 – Feb 2014 |
10.96%
Mar 1988 – Mar 1998 |
9.23%
Sep 1990 – Sep 2005 |
Annualized Rolling Returns Comparison Chart