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Chartwell Income Fund (BERIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.89+0.03 (+0.23%)
At close: 08:01PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return3.02%
5-Year Average Return3.10%
Number of Years Up27
Number of Years Down6
Best 1 Yr Total Return (Feb 3, 2019)30.22%
Worst 1 Yr Total Return (Feb 3, 2019)-10.19%
Best 3-Yr Total Return30.22%
Worst 3-Yr Total Return1.40%

Trailing Returns (%) Vs. Benchmarks

ReturnBERIXCategory
YTD-2.29%3.28%
1-Month-1.10%0.61%
3-Month-1.54%3.02%
1-Year3.76%11.74%
3-Year4.98%6.56%
5-Year5.04%5.38%
10-Year4.88%4.87%
Last Bull Market9.28%8.64%
Last Bear Market-4.73%-5.09%

Annual Total Return (%) History

Year
BERIXCategory
2021
N/AN/A
2020
4.48%7.29%
2019
9.68%11.20%
2018
-0.82%-3.14%
2017
3.92%6.25%
2016
8.73%5.55%
2015
-3.30%-2.07%
2014
3.32%3.54%
2013
15.83%4.02%
2012
7.96%8.35%
2011
3.09%2.01%
2010
10.06%9.73%
2009
30.22%19.26%
2008
-10.19%-16.22%
2007
6.84%4.96%
2006
8.65%6.66%
2005
1.96%2.80%
2004
7.96%5.55%
2003
16.23%10.89%
2002
9.38%3.41%
2001
14.12%2.32%
2000
6.05%3.25%
1999
0.84%4.53%
1998
-4.57%8.58%
1997
13.38%10.40%
1996
13.99%8.39%
1995
21.09%15.56%
1994
-1.10%-6.93%
1993
16.95%17.72%
1992
21.71%19.41%
1991
23.91%44.10%
1990
-0.15%-25.36%
1989
10.81%-0.71%
1988
12.38%11.64%
1987
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20212.63%2.84%-0.19%N/A
2020-13.80%9.73%2.84%7.41%
20193.79%2.21%1.40%1.97%
2018-0.00%1.66%0.20%-2.63%
20171.44%1.05%0.24%1.14%
20163.08%1.45%3.96%0.02%
20150.51%-1.59%-2.31%0.07%
20142.13%2.24%-2.24%1.22%
20132.72%2.53%5.34%4.40%
20125.44%-2.60%3.03%2.02%
20111.81%1.27%-4.39%4.57%
20103.21%-0.88%4.18%3.27%
20090.59%12.44%10.80%3.90%
2008-1.23%-0.89%-0.18%-8.09%
20072.52%0.92%1.61%1.61%
20061.86%-0.16%3.65%3.09%
2005-2.06%2.47%1.09%0.50%
20043.24%-2.42%3.80%3.24%
20031.88%7.31%1.77%4.47%
20024.18%1.98%0.01%2.96%
20014.52%5.47%-2.23%5.89%
20000.41%1.01%5.16%-0.57%
1999-0.09%4.47%0.29%-3.66%
19983.76%-1.80%-6.04%-0.32%
19971.38%4.64%8.60%-1.59%
19964.35%2.28%2.35%4.35%
19956.05%6.41%4.83%2.35%
19940.34%-2.34%3.52%-2.51%
19935.67%3.88%4.06%2.39%
199210.59%2.98%4.64%2.13%
19918.97%2.34%5.72%5.09%
1990-1.10%2.27%-4.83%3.73%
19890.91%6.47%2.44%0.68%
19886.00%2.43%2.21%1.26%
1987-1.14%N/AN/AN/A

Rank In Category (By Total Return)

YTD12
1-Month84
3-Month56
1-Year13
3-Year86
5-Year64

Load Adjusted Returns

1-Year16.59%
3-Year5.67%
5-Year5.33%
10-Year5.41%
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