Berwyn Cornerstone Correlations

Mutual Funds . USA . 
Fund . Berwyn Nerstone Fund
BERCX Fund  USD 17.68  0.19  1.09%   
The current 90-days correlation between Berwyn Cornerstone and Chartwell Short Duration is 0.07 (i.e., Significant diversification). The correlation of Berwyn Cornerstone 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 Cornerstone Correlation With Market

Good diversification

The correlation between Berwyn Nerstone Fund and DJI is -0.13 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Berwyn Nerstone 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 Nerstone 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 main economic indicators.

Moving together with Berwyn Mutual Fund

  0.96CWFIX Chartwell Short DurationPairCorr
  0.96CWFCX Carillon Chartwell ShortPairCorr
  0.97CWFAX Chartwell Short DurationPairCorr
  0.97CWFRX Carillon Chartwell ShortPairCorr
  0.99HIGCX Eagle Growth IncomePairCorr
  0.97HIGJX Eagle Growth IncomePairCorr
  0.97HIGUX Eagle Growth IncomePairCorr
  0.94CWSIX Chartwell Small CapPairCorr
  0.96CWSGX Chartwell Small CapPairCorr
  0.97CWSHX Carillon Chartwell SmallPairCorr
  0.97CWSCX Carillon Chartwell SmallPairCorr
  0.99CWSAX Carillon Chartwell SmallPairCorr
  0.96CWSBX Carillon Chartwell SmallPairCorr
  0.94CWSWX Carillon Chartwell SmallPairCorr
  0.99CWSRX Columbia Large CapPairCorr
  0.62SCCIX Scout E BondPairCorr
  0.77SUBTX Carillon Reams UnconPairCorr
  0.79SUBDX Carillon Reams UnconPairCorr
  0.77SUBFX Scout Unconstrained BondPairCorr
  0.78SUBEX Carillon Reams UnconPairCorr
  0.72SCPEX Carillon Reams CorePairCorr
  0.76SCPDX Carillon Reams CorePairCorr
  0.72SCPWX Carillon Reams CorePairCorr
  0.71SCPZX Scout E PlusPairCorr
  0.97UMBMX Scout Mid CapPairCorr
  0.98UMBHX Scout Small CapPairCorr
  0.93BERSX Carillon Chartwell RealPairCorr
  0.93BERIX Berwyn IncomePairCorr
  0.93BERGX Carillon Chartwell RealPairCorr
  0.93BERHX Carillon Chartwell RealPairCorr
  0.97BERDX Carillon Chartwell MidPairCorr
  1.0BERBX Carillon Chartwell MidPairCorr
  1.0BERAX Carillon Chartwell MidPairCorr
  0.97HRCCX Eagle Capital ApprecPairCorr
  0.98HRCIX Eagle Capital ApprecPairCorr
  0.96HRAUX Eagle Mid CapPairCorr
  0.98HRCPX Eagle Capital ApprecPairCorr
  0.98HRCUX Eagle Capital ApprecPairCorr
  0.97HRCVX Eagle Growth IncomePairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Berwyn Mutual Fund performing well and Berwyn Cornerstone 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 Cornerstone'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.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
CWFIX  0.08  0.03 (0.74) 0.57  0.00 
(0.14)
 0.21 
(0.11)
 0.43 
CWFCX  0.08  0.04 (0.71)(1.89) 0.00 
(0.15)
 0.21 
(0.10)
 0.64 
CWFAX  0.10  0.04 (0.62)(1.20) 0.00 
(0.16)
 0.32 
(0.11)
 0.75 
CWFRX  0.09  0.05 (0.59)(0.95) 0.00 
(0.15)
 0.32 
(0.11)
 0.75 
HIGCX  0.57  0.19  0.07 (2.49) 0.50 
(0.65)
 1.49 
(1.13)
 3.96 
HIGJX  0.56  0.07  0.05  0.23  0.49 
(0.64)
 1.61 
(1.12)
 4.00 
HIGUX  0.56  0.07  0.06  0.23  0.48 
(0.64)
 1.56 
(1.12)
 3.86 
CWSIX  1.06  0.07  0.08  0.19  1.01 
(1.26)
 2.54 
(1.81)
 7.73 
CWSGX  0.90  0.10  0.10  0.23  0.83 
(1.04)
 2.13 
(1.65)
 6.05 
CWSHX  1.06  0.27  0.09 (1.51) 0.99 
(1.24)
 2.55 
(1.81)
 7.74 

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