Berwyn Income Financials
| BERIX Fund | USD 13.39 0.02 0.15% |
Berwyn |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Berwyn Income Fund Summary
Berwyn Income competes with Vanguard Inflation-protec, HUMANA, Barloworld, Morningstar Unconstrained, and Thrivent High. 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.Specialization | Inflation-Protected Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US46141Q4938 |
| Business Address | Chartwell Funds |
| Mutual Fund Family | Carillon Family of Funds |
| Mutual Fund Category | Inflation-Protected Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 888 995 5505 |
| Currency | USD - US Dollar |
Berwyn Income Key Financial Ratios
Berwyn Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Berwyn Income's current stock value. Our valuation model uses many indicators to compare Berwyn Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Berwyn Income competition to find correlations between indicators driving Berwyn Income's intrinsic value. More Info.Berwyn Income Fund is fourth largest fund in price to earning among similar funds. It is second largest fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Berwyn Income Fund is roughly 7.91 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Berwyn Income's earnings, one of the primary drivers of an investment's value.Berwyn Income Systematic Risk
Berwyn Income's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Berwyn Income volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Berwyn Income correlated with the market. If Beta is less than 0 Berwyn Income generally moves in the opposite direction as compared to the market. If Berwyn Income Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Berwyn Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Berwyn Income is generally in the same direction as the market. If Beta > 1 Berwyn Income moves generally in the same direction as, but more than the movement of the benchmark.
Berwyn Income November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Berwyn Income help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Berwyn Income Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Berwyn Income Fund based on widely used predictive technical indicators. In general, we focus on analyzing Berwyn Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Berwyn Income's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2604 | |||
| Information Ratio | (0.43) | |||
| Maximum Drawdown | 1.13 | |||
| Value At Risk | (0.38) | |||
| Potential Upside | 0.4532 |
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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