Berwyn Income Correlations

Mutual Funds . USA . 
Fund . Berwyn Income Fund
BERIX Fund  USD 14.63  0.15  1.01%   
The current 90-days correlation between Berwyn Income and Lincoln Inflation Plus is 0.05 (i.e., Significant diversification). The correlation of Berwyn Income is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Berwyn Income Correlation With Market

Very poor diversification

The correlation between Berwyn Income Fund and DJI is 0.83 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Berwyn Income Fund and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Berwyn Income Fund. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

Moving together with Berwyn Mutual Fund

  0.89CWFIX Chartwell Short DurationPairCorr
  0.9CWFCX Carillon Chartwell ShortPairCorr
  0.9CWFAX Chartwell Short DurationPairCorr
  0.9CWFRX Carillon Chartwell ShortPairCorr
  0.87HIGCX Eagle Growth IncomePairCorr
  0.87HIGJX Eagle Growth IncomePairCorr
  0.87HIGUX Eagle Growth IncomePairCorr
  0.9CWSIX Chartwell Small CapPairCorr
  0.86CWSGX Chartwell Small CapPairCorr
  0.9CWSHX Carillon Chartwell SmallPairCorr
  0.9CWSCX Carillon Chartwell SmallPairCorr
  0.89CWSAX Carillon Chartwell SmallPairCorr
  0.87CWSBX Carillon Chartwell SmallPairCorr
  0.9CWSWX Carillon Chartwell SmallPairCorr
  0.89CWSRX Columbia Large CapPairCorr
  0.86SUBTX Carillon Reams UnconPairCorr
  0.86SUBDX Carillon Reams UnconPairCorr
  0.86SUBFX Scout Unconstrained BondPairCorr
  0.84SUBEX Carillon Reams UnconPairCorr
  0.61SCPDX Carillon Reams CorePairCorr
  0.63SCPWX Carillon Reams CorePairCorr
  0.61SCPZX Scout E PlusPairCorr
  0.93UMBMX Scout Mid CapPairCorr
  0.86UMBHX Scout Small CapPairCorr
  0.95BERSX Carillon Chartwell RealPairCorr
  1.0BERGX Carillon Chartwell RealPairCorr
  0.97BERHX Carillon Chartwell RealPairCorr
  0.91BERDX Carillon Chartwell MidPairCorr
  0.91BERBX Carillon Chartwell MidPairCorr
  0.91BERCX Berwyn CornerstonePairCorr
  0.91BERAX Carillon Chartwell MidPairCorr
  0.67HRCCX Eagle Capital ApprecPairCorr
  0.69HRCPX Eagle Capital ApprecPairCorr

Moving against Berwyn Mutual Fund

  0.78CSSVX Carillon Scout SmallPairCorr
  0.78CSSJX Carillon Scout SmallPairCorr
  0.77CSSAX Carillon Scout SmallPairCorr
  0.76HRCVX Eagle Growth IncomePairCorr

Related Correlations Analysis


Risk-Adjusted Indicators

There is a big difference between Berwyn Mutual Fund performing well and Berwyn Income Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Berwyn Income's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

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