Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFNAX (AAM/BAHL & GAYNOR INCOME GROWTH FUND CLASS A) | 4.35% | 15.19% | 13.14% | 8.66% | 10.62% | NA | NA | … | … |
Data as of 04/02/2026, Common starting date is 07/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFNAX (AAM/BAHL & GAYNOR INCOME GROWTH FUND CLASS A) | 07/24/2012 | 04/02/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.19 | 13.14 | 8.66 | 10.62 | NA | NA | … | … | 4.35 | 11.67 | 16.43 | 6.61 | -9.01 | 24.92 | 6.30 | 25.47 | -2.23 | 19.28 | 11.43 | -0.71 | 12.01 | 22.69 | 2.21 |
| Sharpe Ratio | NA | 0.93 | 0.86 | 0.48 | 0.56 | NA | NA | … | … | 2.03 | 0.63 | 1.23 | 0.25 | -0.54 | 2.13 | 0.17 | 2.28 | -0.25 | 3.11 | 0.97 | -0.05 | 1.20 | 2.25 | 0.55 |
| Standard Deviation(%) | NA | 13.32 | 11.58 | 13.59 | 16.18 | NA | NA | … | … | 7.77 | 13.96 | 10.42 | 11.74 | 19.51 | 11.71 | 34.79 | 10.51 | 14.72 | 6.02 | 11.53 | 14.48 | 9.97 | 10.07 | 9.28 |
| Draw Down(%) | NA | 10.46 | 13.05 | 19.73 | 35.65 | NA | NA | … | … | 3.66 | 12.56 | 5.55 | 10.45 | 19.73 | 4.85 | 35.65 | 5.19 | 14.21 | 2.67 | 7.53 | 12.52 | 6.24 | 7.65 | 6.16 |
| Yield(%) | 0.00 | 13.68 | 8.98 | 6.56 | 6.54 | 6.47 | 4.86 | … | … | 0.17 | 14.09 | 7.63 | 3.48 | 3.81 | 1.95 | 1.60 | 2.36 | 1.71 | 1.75 | 1.63 | 2.33 | 1.79 | 2.37 | 0.51 |
Data as of 04/02/2026, Common starting date is 07/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFNAX (AAM/BAHL & GAYNOR INCOME GROWTH FUND CLASS A) |
3.41%
Mar 2017 – Mar 2020 |
5.04%
Mar 2015 – Mar 2020 |
8.00%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFNAX (AAM/BAHL & GAYNOR INCOME GROWTH FUND CLASS A) |
18.55%
Dec 2018 – Dec 2021 |
14.21%
Dec 2016 – Dec 2021 |
11.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart