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Bahl & Gaynor Income Growth A (AFNAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.92+0.08 (+0.32%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.98%
5-year average return8.35%
Number of years up8
Number of years down3
Best 1-yr total return (2 Jul 2024)25.46%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return25.46%
Worst 3-yr total return6.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAFNAXCategory
YTD9.44%5.31%
1-month0.65%-4.19%
3-month0.89%3.90%
1-year14.10%20.31%
3-year5.90%6.48%
5-year8.65%11.78%
10-year8.96%10.96%
Last bull market20.93%25.56%
Last bear market-10.04%-15.11%

Annual total return (%) history

Year
AFNAXCategory
2024
N/AN/A
2023
6.59%22.32%
2022
-9.04%-16.96%
2021
24.92%26.07%
2020
6.29%15.83%
2019
25.46%28.78%
2018
-2.23%-6.27%
2017
19.27%20.44%
2016
11.57%10.37%
2015
-0.71%-1.07%
2014
12.19%10.96%
2013
22.68%31.50%
2012
N/A14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.47%0.89%N/AN/A
2023-0.40%2.64%-4.16%8.78%
2022-4.66%-10.04%-5.88%12.69%
20216.36%4.95%-0.55%12.54%
2020-20.63%14.26%6.30%10.26%
201911.12%5.07%2.95%4.38%
2018-1.77%1.27%6.76%-7.93%
20175.03%2.48%3.78%6.77%
20163.43%4.77%1.00%1.93%
20150.49%-0.97%-6.29%6.47%
20142.54%5.89%-0.16%3.49%
201312.03%0.36%1.43%7.58%
2012-1.14%N/AN/AN/A

Rank in category (by total return)

YTD77
1-month89
3-month74
1-year87
3-year83
5-year96

Load adjusted returns

1-year7.83%
3-year3.92%
5-year7.43%
10-year8.35%