Berwyn Nerstone Fund Price on October 21, 2024
| BERCX Fund | USD 20.39 0.19 0.94% |
Below is the normalized historical share price chart for Berwyn Nerstone Fund extending back to May 08, 2002. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Berwyn Nerstone stands at 20.39, as last reported on the 26th of November, with the highest price reaching 20.39 and the lowest price hitting 20.39 during the day.
If you're considering investing in Berwyn Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Berwyn Mutual Fund to be very steady. Berwyn Nerstone secures Sharpe Ratio (or Efficiency) of 0.16, which signifies that the fund had a 0.16% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Berwyn Nerstone Fund, which you can use to evaluate the volatility of the entity. Please confirm Berwyn Nerstone's Risk Adjusted Performance of 0.1237, downside deviation of 0.6901, and Mean Deviation of 0.6443 to double-check if the risk estimate we provide is consistent with the expected return of 0.13%.
Berwyn Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Berwyn |
Sharpe Ratio = 0.1584
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Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Berwyn Nerstone is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Berwyn Nerstone by adding it to a well-diversified portfolio.
Berwyn Nerstone Valuation on October 21, 2024
It is possible to determine the worth of Berwyn Nerstone on a given historical date. On October 21, 2024 Berwyn was worth 19.16 at the beginning of the trading date compared to the closed value of 19.16. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Berwyn Nerstone mutual fund. Still, in general, we apply an absolute valuation method to find Berwyn Nerstone's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Berwyn Nerstone where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Berwyn Nerstone's related companies.
| Open | High | Low | Close | Volume | |
| 19.33 | 19.33 | 19.33 | 19.33 | 1.00 | |
10/21/2024 | 19.16 | 19.16 | 19.16 | 19.16 | 1.00 |
| 19.09 | 19.09 | 19.09 | 19.09 | 1.00 |
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Berwyn Nerstone Trading Date Momentum on October 21, 2024
| On October 22 2024 Berwyn Nerstone Fund was traded for 19.09 at the closing time. The highest daily price throughout the period was 19.09 and the lowest price was 19.09 . There was no trading activity during the period 1.0. Lack of trading volume on 10/22/2024 added to the next day price reduction. The overall trading delta to closing price of the next trading day was 0.37% . The overall trading delta to current closing price is 1.57% . |
Berwyn Nerstone Fundamentals Correlations and Trends
By evaluating Berwyn Nerstone's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Berwyn Nerstone's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Berwyn financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Berwyn Nerstone Mutual Fund history
Berwyn Nerstone investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Berwyn is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Berwyn Nerstone will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Berwyn Nerstone stock prices may prove useful in developing a viable investing in Berwyn Nerstone
The fund will invest at least 80 percent of its net assets in common stocks of mid-capitalization U.S. companies. It generally invests in companies that its sub-adviser believes to be undervalued. The subadvisers investment approach relies heavily on valuation history to identify opportunities and prioritizes companies with durable businesses, strong balance sheets, and improving fundamental prospects.
Berwyn Nerstone Mutual Fund Technical Analysis
Berwyn Nerstone technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Berwyn Nerstone Period Price Range
Low | November 26, 2024
| High |
0.00 | 0.00 |
Berwyn Nerstone Fund cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Berwyn Nerstone November 26, 2024 Market Strength
Market strength indicators help investors to evaluate how Berwyn Nerstone mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Berwyn Nerstone shares will generate the highest return on investment. By undertsting and applying Berwyn Nerstone mutual fund market strength indicators, traders can identify Berwyn Nerstone Fund entry and exit signals to maximize returns
Berwyn Nerstone Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Berwyn Nerstone's price direction in advance. Along with the technical and fundamental analysis of Berwyn Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Berwyn to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1237 | |||
| Jensen Alpha | 0.0082 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | 0.0038 | |||
| Treynor Ratio | 0.1293 |
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| Volume Indicators |
Other Information on Investing in Berwyn Mutual Fund
Berwyn Nerstone 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 Nerstone security.
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