Berwyn Income's market value is the price at which a share of Berwyn Income trades on a public exchange. It measures the collective expectations of Berwyn Income Fund investors about its performance. Berwyn Income is trading at 14.96 as of the 28th of January 2026; that is 0.27 percent increase since the beginning of the trading day. The fund's open price was 14.92. With this module, you can estimate the performance of a buy and hold strategy of Berwyn Income Fund and determine expected loss or profit from investing in Berwyn Income over a given investment horizon. Check out Berwyn Income Correlation, Berwyn Income Volatility and Berwyn Income Alpha and Beta module to complement your research on Berwyn Income.
Please note, there is a significant difference between Berwyn Income's value and its price as these two are different measures arrived at by different means. Investors typically determine if Berwyn Income is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Berwyn Income's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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.
0.00
10/30/2025
No Change 0.00
0.0
In 3 months and 1 day
01/28/2026
0.00
If you would invest 0.00 in Berwyn Income on October 30, 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 Tweedy Browne, 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.
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.
At this stage we consider Berwyn Mutual Fund to be very steady. Berwyn Income secures Sharpe Ratio (or Efficiency) of 0.37, which signifies that the fund had a 0.37 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Berwyn Income Fund, which you can use to evaluate the volatility of the entity. Please confirm Berwyn Income's Mean Deviation of 0.2353, risk adjusted performance of 0.2161, and Coefficient Of Variation of 317.57 to double-check if the risk estimate we provide is consistent with the expected return of 0.11%. The fund shows a Beta (market volatility) of 0.14, 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
0.90
Excellent predictability
Berwyn Income Fund has excellent predictability. Overlapping area represents the amount of predictability between Berwyn Income time series from 30th of October 2025 to 14th of December 2025 and 14th of December 2025 to 28th of January 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 0.9 indicates that approximately 90.0% of current Berwyn Income price fluctuation can be explain by its past prices.
Correlation Coefficient
0.9
Spearman Rank Test
0.85
Residual Average
0.0
Price Variance
0.04
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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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