• FirefoxUpgrade to the new Firefox »
  •  Dow Up0.15% Nasdaq Up0.36%

    More On BERCX


    Berwyn Cornerstone (BERCX)

    17.46 Up 0.14(0.81%) Dec 19

    Performance Overview as of Nov 29, 2014Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:-0.74%
    5-Year Average Return:11.39%
    Number of Years Up:9
    Number of Years Down:2
    Best 1 Yr Total Return (2013-12-31):38.64%
    Worst 1 Yr Total Return (2008-12-31):-28.61%
    Best 3-Yr Total Return (N/A):15.14%
    Worst 3-Yr Total Return (N/A):-5.42%
    Load Adjusted Returns 
    1-Year:1.41%
    3-Year:16.20%
    5-Year:11.39%
    10-Year:6.89%
    Trailing Returns (%) vs. Benchmarks 
    ReturnBERCXCategoryDiffIndex*Diff
    Year To Date-0.74N/AN/AN/AN/A
    1-Month0.40N/AN/AN/AN/A
    3-Month-5.05N/AN/AN/AN/A
    1-Year1.41N/AN/AN/AN/A
    3-Year16.20N/AN/AN/AN/A
    5-Year11.39N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)25.94N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-18.66N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearBERCXCategoryDiff
    2014N/AN/AN/A
    2013
     
    38.64N/AN/A
    2012
     
    13.02N/AN/A
    2011
     
    -2.59N/AN/A
    2010
     
    8.57N/AN/A
    2009
     
    30.21N/AN/A
    2008
     
    -28.61N/AN/A
    2007
     
    0.19N/AN/A
    2006
     
    18.28N/AN/A
    2005
     
    5.40N/AN/A
    2004
     
    10.62N/AN/A
    2003
     
    17.09N/AN/A
    2002N/AN/AN/A
    Past Quarterly Returns (%) for BERCX 
    Q1Q2Q3Q4
    20141.532.57-5.40N/A
    201310.755.449.028.90
    201214.08-7.933.833.64
    20114.77-1.85-15.3611.92
    20104.74-9.987.936.69
    2009-11.1116.3616.777.82
    2008-3.67-2.52-2.97-21.65
    20071.695.85-2.76-4.28
    20065.87-0.505.216.72
    20051.102.953.32-2.00
    20042.072.20-0.917.02
    2003-2.438.501.728.73
    2002-3.736.34N/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date98N/A
    1-Month97N/A
    3-Month98N/A
    6-Month98N/A
    1-Year98N/A
    3-Year87N/A
    5-Year94N/A