Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BERWX (BERWYN FUND BERWYN FUND) | NA | -10.89% | -1.63% | 3.35% | 5.80% | 8.94% | 6.16% | … | … |
Data as of 05/01/2018, Common starting date is 02/03/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BERWX (BERWYN FUND BERWYN FUND) | 02/03/1986 | 05/01/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -17.35 | -10.89 | -1.63 | 3.35 | 5.80 | 8.94 | 6.16 | … | … | -17.73 | 7.00 | 29.39 | -14.40 | -4.62 | 35.58 | 18.67 | 3.45 | 24.82 | 27.71 | -27.09 | -3.68 | 6.71 | 12.18 | 22.83 | 50.01 | -6.88 | 28.93 | 2.10 | -4.60 | -18.90 | 26.05 | 14.29 | 10.85 | -0.64 | 18.99 | 10.24 | 40.66 | -29.14 | 10.13 | 17.15 | -11.47 | 12.52 |
| Sharpe Ratio | NA | -0.52 | -0.11 | 0.17 | 0.21 | NA | NA | … | … | -1.28 | 0.52 | 1.67 | -0.88 | -0.26 | 2.33 | 1.02 | 0.11 | 0.95 | 0.66 | -0.62 | -0.34 | 0.24 | 0.75 | 1.80 | 3.86 | -0.45 | 1.68 | -0.13 | -0.57 | -1.38 | -2.56 | 1.06 | 0.63 | -0.33 | 1.80 | 0.56 | 2.82 | -2.46 | 0.43 | 1.06 | -0.60 | 0.93 |
| Standard Deviation(%) | NA | 22.50 | 18.92 | 18.00 | 26.92 | NA | NA | … | … | 35.79 | 12.36 | 17.38 | 16.43 | 17.80 | 15.24 | 18.41 | 32.56 | 26.12 | 41.58 | 44.85 | 19.84 | 14.59 | 13.37 | 12.16 | 12.77 | 17.80 | 16.11 | 15.14 | 13.66 | 16.12 | 11.33 | 10.10 | 11.05 | 10.80 | 9.35 | 13.96 | 13.04 | 13.94 | 10.20 | 11.68 | 25.95 | 10.47 |
| Draw Down(%) | NA | 19.73 | 27.25 | 29.07 | 56.83 | NA | NA | … | … | 19.73 | 8.28 | 10.97 | 18.31 | 14.04 | 6.54 | 16.21 | 29.06 | 18.54 | 38.50 | 48.67 | 15.42 | 14.82 | 11.12 | 7.73 | 10.40 | 27.99 | 18.17 | 16.41 | 17.67 | 37.15 | 13.10 | 11.56 | 13.52 | 11.99 | 5.05 | 9.81 | 8.29 | 31.81 | 7.53 | 8.87 | 38.01 | 8.10 |
| Yield(%) | 0.00 | 15.00 | 9.01 | 10.89 | 8.52 | 12.04 | 7.55 | … | … | 0.00 | 14.65 | 13.96 | 1.86 | 15.61 | 11.27 | 7.06 | 1.74 | 0.02 | 0.27 | 0.10 | 11.63 | 9.52 | 9.95 | 5.92 | 6.13 | 7.24 | 7.46 | 0.00 | 0.00 | 3.86 | 14.02 | 12.76 | 0.08 | 0.04 | 0.00 | 0.00 | 1.14 | 0.93 | 0.72 | 0.71 | 1.27 | 0.81 |
Data as of 05/01/2018, Common starting date is 02/03/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERWX (BERWYN FUND BERWYN FUND) |
-18.08%
Feb 2006 – Feb 2009 |
-5.64%
Feb 2004 – Feb 2009 |
3.77%
Jan 2006 – Jan 2016 |
3.22%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERWX (BERWYN FUND BERWYN FUND) |
33.47%
Feb 2009 – Feb 2012 |
28.20%
Feb 2009 – Feb 2014 |
13.11%
Mar 2003 – Mar 2013 |
12.36%
Dec 1990 – Dec 2005 |
Annualized Rolling Returns Comparison Chart