Berwyn Income Fund

Class Inv (BERIX)
Scorecard
5 / 5 Stars
Lipper
5 5 5 5 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 5.22
Mean 0.75
Sharpe Ratio 1.72
Bear Market Decile Rank 16

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
MSCI ACWI NR USD
R-Squared 85.46 86.68
Beta 0.59 0.34
Alpha 3.62 5.33

See Also:

Top Berwyn Funds