Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFYCX (AAM/BAHL & GAYNOR INCOME GROWTH FUND CLASS C) | 4.16% | 14.33% | 12.37% | 7.90% | 9.82% | NA | NA | … | … |
Data as of 04/02/2026, Common starting date is 02/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFYCX (AAM/BAHL & GAYNOR INCOME GROWTH FUND CLASS C) | 02/01/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.33 | 12.37 | 7.90 | 9.82 | NA | NA | … | … | 4.16 | 10.84 | 15.83 | 5.78 | -9.69 | 24.00 | 5.52 | 24.46 | -2.97 | 18.42 | 10.51 | -1.50 | 10.55 | 12.92 |
| Sharpe Ratio | NA | 0.87 | 0.73 | 0.41 | 0.50 | NA | NA | … | … | 1.91 | 0.57 | 0.93 | 0.18 | -0.57 | 2.05 | 0.15 | 2.18 | -0.30 | 2.96 | 0.89 | -0.11 | 1.06 | 1.40 |
| Standard Deviation(%) | NA | 13.32 | 12.49 | 14.07 | 16.36 | NA | NA | … | … | 7.80 | 13.95 | 13.19 | 11.76 | 19.50 | 11.70 | 34.68 | 10.55 | 14.72 | 6.02 | 11.54 | 14.46 | 9.90 | 10.14 |
| Draw Down(%) | NA | 10.47 | 13.14 | 20.21 | 35.70 | NA | NA | … | … | 3.71 | 12.64 | 9.85 | 10.66 | 20.18 | 4.92 | 35.70 | 5.24 | 14.38 | 2.82 | 7.57 | 12.68 | 6.50 | 7.67 |
| Yield(%) | 0.00 | 13.13 | 8.26 | 5.85 | 5.50 | 4.75 | 3.56 | … | … | 0.05 | 13.48 | 6.90 | 2.78 | 3.24 | 1.13 | 0.92 | 1.60 | 1.04 | 0.99 | 0.91 | 1.64 | 0.52 | 0.00 |
Data as of 04/02/2026, Common starting date is 02/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFYCX (AAM/BAHL & GAYNOR INCOME GROWTH FUND CLASS C) |
2.61%
Mar 2017 – Mar 2020 |
4.23%
Mar 2015 – Mar 2020 |
7.05%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFYCX (AAM/BAHL & GAYNOR INCOME GROWTH FUND CLASS C) |
17.65%
Dec 2018 – Dec 2021 |
13.35%
Dec 2016 – Dec 2021 |
10.80%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart