AAM/Bahl & Gaynor Income Growth A (AFNAX)

21.86 -0.10 (-0.46%) USD  |  Jul 05 2022

AFNAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of July 05, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
AAM/Bahl & Gaynor Income Growth A
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22.68%
12.19%
-0.71%
11.57%
19.27%
-2.23%
25.46%
6.29%
24.92%
-13.52%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.97%
Eaton Vance Dividend Builder A
13.50%
25.40%
11.72%
2.91%
9.21%
18.89%
-5.40%
31.09%
12.32%
24.42%
-13.44%
Goldman Sachs Rising Dividend Gr A
8.92%
28.47%
12.35%
-5.90%
5.68%
17.52%
-6.59%
25.51%
8.72%
29.75%
-13.48%
Virtus NFJ Dividend Value A
13.93%
28.64%
9.65%
-8.63%
15.87%
15.70%
-10.12%
24.66%
-2.49%
28.53%
-13.49%
Alger Growth & Income A
11.78%
29.30%
12.18%
1.17%
10.23%
20.64%
-4.72%
28.91%
15.23%
30.72%
-15.63%
As of July 05, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
AAM/Bahl & Gaynor Income Growth A
-4.61%
-9.21%
-12.59%
-4.28%
6.67%
9.23%
10.13%
--
--
10.12%
S&P 500 Total Return
-6.62%
-14.98%
-17.85%
-10.67%
10.43%
11.49%
13.05%
8.52%
9.15%
9.86%
Eaton Vance Dividend Builder A
-6.04%
-10.59%
-12.65%
-5.91%
9.85%
10.85%
11.50%
6.72%
10.30%
11.26%
Goldman Sachs Rising Dividend Gr A
-7.58%
-11.22%
-13.15%
-7.92%
8.53%
9.77%
9.56%
7.51%
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8.31%
Virtus NFJ Dividend Value A
-6.46%
-8.88%
-12.38%
-4.28%
5.34%
6.10%
8.48%
4.36%
7.12%
7.44%
Alger Growth & Income A
-5.61%
-12.26%
-14.69%
-5.95%
12.05%
11.38%
12.24%
8.86%
8.55%
8.86%
As of July 05, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022