Berwyn Income Fund Price on December 8, 2023
| BERIX Fund | USD 13.43 0.04 0.30% |
Below is the normalized historical share price chart for Berwyn Income Fund extending back to July 06, 1993. 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 Income stands at 13.43, as last reported on the 30th of November, with the highest price reaching 13.43 and the lowest price hitting 13.43 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 Income secures Sharpe Ratio (or Efficiency) of 0.12, which signifies that the fund had a 0.12% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Berwyn Income Fund, which you can use to evaluate the volatility of the entity. Please confirm Berwyn Income's Risk Adjusted Performance of 0.0617, downside deviation of 0.2615, and Mean Deviation of 0.2137 to double-check if the risk estimate we provide is consistent with the expected return of 0.0326%.
Berwyn Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Berwyn |
Sharpe Ratio = 0.1226
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Estimated Market Risk
| 0.27 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Berwyn Income is performing at about 9% 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 Income by adding it to a well-diversified portfolio.
Berwyn Income Valuation on December 8, 2023
It is possible to determine the worth of Berwyn Income on a given historical date. On December 8, 2023 Berwyn was worth 12.04 at the beginning of the trading date compared to the closed value of 12.04. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Berwyn Income mutual fund. Still, in general, we apply an absolute valuation method to find Berwyn Income'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 Income where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Berwyn Income's related companies.
| Open | High | Low | Close | Volume | |
| 12.09 | 12.09 | 12.09 | 12.09 | 1.00 | |
12/08/2023 | 12.04 | 12.04 | 12.04 | 12.04 | 1.00 |
| 12.04 | 12.04 | 12.04 | 12.04 | 1.00 |
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Berwyn Income Trading Date Momentum on December 8, 2023
| On December 11 2023 Berwyn Income Fund was traded for 12.04 at the closing time. The highest daily price throughout the period was 12.04 and the lowest price was 12.04 . There was no trading activity during the period 1.0. Lack of trading volume on 12/11/2023 did not affect price variability. The overall trading delta to current closing price is 1.99% . |
Berwyn Income Fundamentals Correlations and Trends
By evaluating Berwyn Income'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 Income'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 Income Mutual Fund history
Berwyn Income 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 Income 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 Income stock prices may prove useful in developing a viable investing in Berwyn Income
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.
Berwyn Income Mutual Fund Technical Analysis
Berwyn Income 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 Income Period Price Range
Low | November 30, 2024
| High |
0.00 | 0.00 |
Berwyn Income 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 Income November 30, 2024 Market Strength
Market strength indicators help investors to evaluate how Berwyn Income 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 Income shares will generate the highest return on investment. By undertsting and applying Berwyn Income mutual fund market strength indicators, traders can identify Berwyn Income Fund entry and exit signals to maximize returns
Berwyn Income Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Berwyn Income'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 | 0.0617 | |||
| Jensen Alpha | 0.0062 | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.42) | |||
| Treynor Ratio | 0.196 |
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| Volume Indicators |
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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