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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

Risk overview

Morningstar risk rating
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

Risk statistics

3 years
AFNIXCategory average
5 years
AFNIXCategory average
10 years
AFNIXCategory average
Alpha
-2.3-0.01
-3.24-0.01
-1.34-0.01
BETA
0.810.01
0.840.01
0.830.01
Mean annual return
0.580.01
0.90.01
0.820.01
R-squared
88.830.94
90.760.95
90.640.95
Standard deviation
15.280.17
15.980.19
13.360.15
Sharpe ratio
0.250
0.540.01
0.620.01
Treynor ratio
3.390.03
9.270.1
9.380.1