Ratings & Risk for Berwyn Income (BERIX)

Morningstar Category: Conservative Allocation
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year High Average
    		136
    5-Year High Average
    		106
    10-Year High Below Average
    		59
    Overall High Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 8.78 0.58 0.52
    5-Year 7.07 0.54 0.48
    10-Year 6.26 0.67 0.81
    15-Year 6.27 0.68 0.71
    20-Year 6.20 0.75 0.80
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 74.33 0.51 15.37
    3-Year 78.39 0.60 5.24
    5-Year 74.80 0.58 2.21
    10-Year 55.35 0.47 4.08

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009