Berwyn Income Fund Technical Analysis
| BERIX Fund | USD 14.68 0.01 0.07% |
As of the 22nd of January, Berwyn Income shows the Risk Adjusted Performance of 0.1667, mean deviation of 0.229, and Coefficient Of Variation of 402.75. Berwyn Income technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Berwyn Income Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Berwyn, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to BerwynBerwyn |
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.
| 10/24/2025 |
| 01/22/2026 |
If you would invest 0.00 in Berwyn Income on October 24, 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 Volumetric Fund, Pace Large, Tfa Alphagen, Siit Large, Qs Us, Morningstar Unconstrained, and Pnc Balanced. Treasury bills, bonds and notes, debt securities issued by U.S 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 | 0.2946 | |||
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 1.1 | |||
| Value At Risk | (0.42) | |||
| Potential Upside | 0.4107 |
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 | 0.1667 | |||
| Jensen Alpha | 0.0441 | |||
| Total Risk Alpha | 0.0235 | |||
| Sortino Ratio | (0.12) | |||
| Treynor Ratio | 0.3758 |
Berwyn Income January 22, 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 | 0.1667 | |||
| Market Risk Adjusted Performance | 0.3858 | |||
| Mean Deviation | 0.229 | |||
| Downside Deviation | 0.2946 | |||
| Coefficient Of Variation | 402.75 | |||
| Standard Deviation | 0.2771 | |||
| Variance | 0.0768 | |||
| Information Ratio | (0.13) | |||
| Jensen Alpha | 0.0441 | |||
| Total Risk Alpha | 0.0235 | |||
| Sortino Ratio | (0.12) | |||
| Treynor Ratio | 0.3758 | |||
| Maximum Drawdown | 1.1 | |||
| Value At Risk | (0.42) | |||
| Potential Upside | 0.4107 | |||
| Downside Variance | 0.0868 | |||
| Semi Variance | (0) | |||
| Expected Short fall | (0.26) | |||
| Skewness | (0.27) | |||
| Kurtosis | (0.47) |
Berwyn Income Backtested Returns
At this stage we consider Berwyn Mutual Fund to be out of control. Berwyn Income secures Sharpe Ratio (or Efficiency) of 0.25, which signifies that the fund had a 0.25 % 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 Coefficient Of Variation of 402.75, risk adjusted performance of 0.1667, and Mean Deviation of 0.229 to double-check if the risk estimate we provide is consistent with the expected return of 0.0688%. The fund shows a Beta (market volatility) of 0.16, 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 | 0.88 |
Very good predictability
Berwyn Income Fund has very good predictability. Overlapping area represents the amount of predictability between Berwyn Income time series from 24th of October 2025 to 8th of December 2025 and 8th of December 2025 to 22nd 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 0.88 indicates that approximately 88.0% of current Berwyn Income price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.88 | |
| Spearman Rank Test | 0.66 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
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.
Berwyn Income Technical Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Berwyn Income volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Berwyn Income Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Berwyn Income Fund on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Berwyn Income Fund based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Berwyn Income price pattern first instead of the macroeconomic environment surrounding Berwyn Income. By analyzing Berwyn Income's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Berwyn Income's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Berwyn Income specific price patterns or momentum indicators. Please read more on our technical analysis page.
Berwyn Income January 22, 2026 Technical Indicators
Most technical analysis of Berwyn help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Berwyn from various momentum indicators to cycle indicators. When you analyze Berwyn charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1667 | |||
| Market Risk Adjusted Performance | 0.3858 | |||
| Mean Deviation | 0.229 | |||
| Downside Deviation | 0.2946 | |||
| Coefficient Of Variation | 402.75 | |||
| Standard Deviation | 0.2771 | |||
| Variance | 0.0768 | |||
| Information Ratio | (0.13) | |||
| Jensen Alpha | 0.0441 | |||
| Total Risk Alpha | 0.0235 | |||
| Sortino Ratio | (0.12) | |||
| Treynor Ratio | 0.3758 | |||
| Maximum Drawdown | 1.1 | |||
| Value At Risk | (0.42) | |||
| Potential Upside | 0.4107 | |||
| Downside Variance | 0.0868 | |||
| Semi Variance | (0) | |||
| Expected Short fall | (0.26) | |||
| Skewness | (0.27) | |||
| Kurtosis | (0.47) |
Berwyn Income One Year Return
Based on the recorded statements, Berwyn Income Fund has an One Year Return of 13.8183%. This is 22.85% lower than that of the Carillon Family of Funds family and significantly higher than that of the Inflation-Protected Bond category. The one year return for all United States funds is notably lower than that of the firm.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.Berwyn Income January 22, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Berwyn stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | Huge | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 14.68 | ||
| Day Typical Price | 14.68 | ||
| Price Action Indicator | 0.00 |
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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