Sortino 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 Sortino 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 Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| VPCCX | Vanguard PRIMECAP Core Fund | 5.28 | |||
| VPMAX | Vanguard PRIMECAP Fund Admiral Shares | 5.01 | |||
| POSKX | PrimeCap Odyssey Stock Fund | 4.44 | |||
| PMAIX | Pioneer Multi-Asset Income Fund A | 4.43 | |||
| DHAMX | Centre American Select Equity Fund | 4.42 | |||
| GTLOX | Glenmede Quantitative U.S. Large Cap Core Equity Portfolio | 4.18 | |||
| POGSX | Pin Oak Equity | 4.17 | |||
| RESGX | Glenmede Responsible ESG U.S. Equity Portfolio | 4.16 | |||
| ORDNX | North Square Preferred and Income Securities Fund | 4.15 | |||
| FDGDX | Fidelity Advisor 529 Dividend Growth Portfolio Class D | 4.09 | |||
| AFNIX | AAM/Bahl & Gaynor Income Growth Fund Class I | — |
Historical Sortino Ratio
The chart shows AFNIX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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.
Loading charts...
IHow does AFNIX fit in your portfolio?
Add your other holdings to see your portfolio's Sortino Ratio and find out.
Analyze Your Portfolio