AAM/Bahl & Gaynor Income Growth Fund Class I (AFNIX) Sharpe Ratio

Sharpe ratio is not yet available for AFNIX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares AAM/Bahl & Gaynor Income Growth Fund Class I's Sharpe Ratio with other mutual funds in the Large Cap Blend Equities, Dividend category across multiple time periods, showing how AFNIX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 5, 2026.

Symbol	Name	1Y Sharpe Ratio
VPCCX	Vanguard PRIMECAP Core Fund	3.93
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	3.72
DHAMX	Centre American Select Equity Fund	3.27
POSKX	PrimeCap Odyssey Stock Fund	3.22
EPDPX	EuroPac International Dividend Income Fund Class A	3.16
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	3.07
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity Portfolio	3.06
FDGDX	Fidelity Advisor 529 Dividend Growth Portfolio Class D	3.02
AMFEX	AAMA Equity Fund	2.98
AIGOX	Alger Growth & Income Portfolio	2.94
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	—

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Historical Sharpe Ratio

The chart shows AFNIX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when AFNIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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