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Bahl & Gaynor Income Growth I (AFNIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.31-0.02 (-0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.42%
5-year average return9.31%
Number of years up8
Number of years down3
Best 1-yr total return (17 June 2024)25.70%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return25.70%
Worst 3-yr total return6.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAFNIXCategory
YTD8.87%5.31%
1-month2.73%-4.19%
3-month3.97%3.90%
1-year19.33%20.31%
3-year6.02%6.48%
5-year10.01%11.78%
10-year9.38%10.96%
Last bull market21.10%25.56%
Last bear market-9.94%-15.11%

Annual total return (%) history

Year
AFNIXCategory
2024
N/AN/A
2023
6.79%22.32%
2022
-8.79%-16.96%
2021
25.22%26.07%
2020
6.60%15.83%
2019
25.70%28.78%
2018
-1.98%-6.27%
2017
19.51%20.44%
2016
11.95%10.37%
2015
-0.54%-1.07%
2014
12.62%10.96%
2013
22.83%31.50%
2012
N/A14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.60%N/AN/AN/A
2023-0.33%2.67%-4.06%8.78%
2022-4.63%-9.94%-5.88%12.84%
20216.45%4.98%-0.47%12.58%
2020-20.54%14.27%6.37%10.36%
201911.16%5.16%3.02%4.38%
2018-1.71%1.31%6.83%-7.86%
20175.08%2.52%3.86%6.82%
20163.56%4.86%1.08%1.99%
20150.47%-0.83%-6.29%6.53%
20142.60%5.92%-0.07%3.70%
201311.87%0.49%1.51%7.64%
2012-1.07%N/AN/AN/A

Rank in category (by total return)

YTD69
1-month88
3-month26
1-year86
3-year80
5-year95

Load adjusted returns

1-year19.33%
3-year6.02%
5-year10.01%
10-year9.38%