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Bahl & Gaynor Income Growth C (AFYCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.74+0.05 (+0.20%)
At close: 06:46PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.66%
5-Year Average Return8.51%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (May 15, 2024)24.45%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return24.45%
Worst 3-Yr Total Return5.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAFYCXCategory
YTD5.58%5.31%
1-Month-2.49%-4.19%
3-Month4.30%3.90%
1-Year10.90%20.31%
3-Year4.60%6.48%
5-Year7.40%11.78%
10-Year8.15%10.96%
Last Bull Market20.55%25.56%
Last Bear Market-10.17%-15.11%

Annual Total Return (%) History

Year
AFYCXCategory
2024
N/AN/A
2023
5.77%22.32%
2022
-9.71%-16.96%
2021
23.99%26.07%
2020
5.52%15.83%
2019
24.45%28.78%
2018
-2.97%-6.27%
2017
18.41%20.44%
2016
10.72%10.37%
2015
-1.51%-1.07%
2014
11.31%10.96%
2013
N/A31.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.27%N/AN/AN/A
2023-0.58%2.40%-4.31%8.58%
2022-4.88%-10.17%-6.10%12.53%
20216.17%4.73%-0.72%12.32%
2020-20.78%14.08%6.09%10.04%
201910.89%4.87%2.78%4.12%
2018-1.99%1.12%6.55%-8.11%
20174.87%2.26%3.62%6.56%
20163.25%4.59%0.84%1.68%
20150.23%-1.08%-6.48%6.23%
20142.31%5.63%-0.39%3.40%
20130.16%1.24%7.41%N/A

Rank In Category (By Total Return)

YTD52
1-Month6
3-Month35
1-Year93
3-Year84
5-Year97

Load Adjusted Returns

1-Year9.90%
3-Year4.60%
5-Year7.40%
10-Year8.15%