Berwyn Income Fund Market Value
| BERIX Fund | USD 14.83 0.03 0.20% |
| Symbol | Berwyn |
Berwyn Income 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Berwyn Income's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Berwyn Income.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Berwyn Income on November 21, 2025 and sell it all today you would earn a total of 0.00 from holding Berwyn Income Fund or generate 0.0% return on investment in Berwyn Income over 90 days. Berwyn Income is related to or competes with Nuveen Ohio, Ambrus Core, Legg Mason, Versatile Bond, Multisector Bond, Ultra-short Fixed, and T Rowe. The fund seeks to achieve its investment objectives by investing in income producing securities More
Berwyn Income Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Berwyn Income's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Berwyn Income Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6301 | |||
| Information Ratio | 0.052 | |||
| Maximum Drawdown | 2.89 | |||
| Value At Risk | (0.50) | |||
| Potential Upside | 0.6118 |
Berwyn Income Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Berwyn Income's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Berwyn Income's standard deviation. In reality, there are many statistical measures that can use Berwyn Income historical prices to predict the future Berwyn Income's volatility.| Risk Adjusted Performance | 0.1153 | |||
| Jensen Alpha | 0.053 | |||
| Total Risk Alpha | 0.0392 | |||
| Sortino Ratio | 0.0373 | |||
| Treynor Ratio | 0.3096 |
Berwyn Income February 19, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1153 | |||
| Market Risk Adjusted Performance | 0.3196 | |||
| Mean Deviation | 0.3248 | |||
| Semi Deviation | 0.4824 | |||
| Downside Deviation | 0.6301 | |||
| Coefficient Of Variation | 644.48 | |||
| Standard Deviation | 0.4521 | |||
| Variance | 0.2044 | |||
| Information Ratio | 0.052 | |||
| Jensen Alpha | 0.053 | |||
| Total Risk Alpha | 0.0392 | |||
| Sortino Ratio | 0.0373 | |||
| Treynor Ratio | 0.3096 | |||
| Maximum Drawdown | 2.89 | |||
| Value At Risk | (0.50) | |||
| Potential Upside | 0.6118 | |||
| Downside Variance | 0.397 | |||
| Semi Variance | 0.2327 | |||
| Expected Short fall | (0.34) | |||
| Skewness | (2.04) | |||
| Kurtosis | 7.75 |
Berwyn Income Backtested Returns
At this stage we consider Berwyn Mutual Fund to be very steady. Berwyn Income secures Sharpe Ratio (or Efficiency) of 0.19, which signifies that the fund had a 0.19 % 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 Downside Deviation of 0.6301, mean deviation of 0.3248, and Risk Adjusted Performance of 0.1153 to double-check if the risk estimate we provide is consistent with the expected return of 0.089%. The fund shows a Beta (market volatility) of 0.19, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Berwyn Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Berwyn Income is expected to be smaller as well.
Auto-correlation | 0.57 |
Modest predictability
Berwyn Income Fund has modest predictability. Overlapping area represents the amount of predictability between Berwyn Income time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Berwyn Income price movement. The serial correlation of 0.57 indicates that roughly 57.0% of current Berwyn Income price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.57 | |
| Spearman Rank Test | 0.64 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |