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 STI Down1.77%

Berwyn Cornerstone (BERCX)

16.33 Down 0.01(0.06%) 24 May


Performance Overview as of Feb 28, 2013Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:7.38%
5-Year Average Return:4.71%
Number of Years Up:8
Number of Years Down:2
Best 1 Yr Total Return (2009-12-31):30.21%
Worst 1Yr Total Return (2008-12-31):-28.61%
Best 3-Yr Total Return (N/A):11.31%
Worst 3-Yr Total Return (N/A):-5.42%
Load Adjusted Returns 
1-Year:8.67%
3-Year:9.21%
5-Year:4.71%
10-Year:6.99%
Trailing Returns (%) vs. Benchmarks 
ReturnBERCXCategoryDiffIndex*Diff
Year To Date7.3813.33-5.9512.74-5.36
1-Month0.541.90-1.361.93-1.39
3-Month10.597.053.547.183.41
1-Year8.6718.19-9.5216.89-8.22
3-Year9.2111.13-1.9212.80-3.59
5-Year4.713.950.765.21-0.50
Last Bull Market (Sep 30, 2011 to Apr 30, 2012)25.9422.833.1145.76-19.82
Last Bear Market (Apr 30, 2011 to Sep 30, 2011)-18.66-18.21-0.45-18.25-0.41
* Index means [S&P 500 TR USD]
Annual Total Return (%) History () 
YearBERCXCategoryDiff
2013N/AN/AN/A
2012
 
13.0214.57-1.55
2011
 
-2.59-0.75-1.84
2010
 
8.5713.66-5.09
2009
 
30.2124.136.08
2008
 
-28.61-37.098.48
2007
 
0.191.42-1.24
2006
 
18.2818.150.13
2005
 
5.405.95-0.55
2004
 
10.6212.97-2.35
2003
 
17.0928.44-11.35
2002N/A-18.69N/A
Past Quarterly Returns (%) for BERCX 
Q1Q2Q3Q4
201310.75N/AN/AN/A
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 Date351276 2.74
1-Month801296 6.17
3-Month111283 0.86
6-Month231250 1.84
1-Year9511967.94
3-Year8810378.49
5-Year239262.48