Performance analysis of BGIG (BAHL & GAYNOR INCOME GROWTH ETF)
Annual Return
Since Sep 15, 2023, BGIG has had an average annual return of +16.31%, underperforming the benchmark SPY, which returned +21.26% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.87% | +12.49% | +16.84% | +4.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.14% | +4.45% | -4.14% | +5.42% | +0.55% | +2.25% | -0.06% | +11.87% | |||||
| 2025 | +1.59% | +2.06% | -2.10% | -1.99% | +2.87% | +2.39% | +0.93% | +2.41% | +2.90% | -0.83% | +3.04% | -1.24% | +12.49% |
| 2024 | +1.51% | +3.34% | +3.77% | -2.35% | +2.69% | +0.77% | +2.37% | +4.31% | +1.16% | -1.02% | +3.16% | -3.68% | +16.84% |
| 2023 | -4.07% | -2.42% | +6.28% | +5.09% | +4.55% |
Drawdown analysis of BGIG (BAHL & GAYNOR INCOME GROWTH ETF)
The maximum drawdown for the BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.
The current BGIG drawdown is -0.95%.
Since Sep 15, 2023 BGIG has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.23% | Oct 18, 2024 | 116 | Apr 8, 2025 | 56 | Jun 30, 2025 | 172 |
| -7.95% | Sep 15, 2023 | 30 | Oct 27, 2023 | 24 | Dec 1, 2023 | 54 |
| -5.81% | Mar 2, 2026 | 14 | Mar 20, 2026 | 28 | Apr 30, 2026 | 42 |
| -4.73% | Mar 28, 2024 | 14 | Apr 18, 2024 | 18 | May 14, 2024 | 32 |
| -4.73% | Jul 16, 2024 | 14 | Aug 5, 2024 | 8 | Aug 15, 2024 | 22 |
| -3.06% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -2.56% | May 21, 2024 | 5 | May 29, 2024 | 11 | Jun 13, 2024 | 16 |
| -2.49% | Oct 8, 2025 | 21 | Nov 6, 2025 | 13 | Nov 25, 2025 | 34 |
| -2.02% | Jul 25, 2025 | 5 | Aug 1, 2025 | 13 | Aug 20, 2025 | 18 |
| -1.87% | Nov 28, 2025 | 13 | Dec 17, 2025 | 16 | Jan 12, 2026 | 29 |
| -1.71% | Jun 18, 2024 | 8 | Jul 1, 2024 | 6 | Jul 10, 2024 | 14 |
| -1.50% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -1.46% | Jan 8, 2024 | 6 | Jan 17, 2024 | 2 | Jan 19, 2024 | 8 |
| -1.34% | Apr 30, 2026 | 6 | May 8, 2026 | 4 | May 14, 2026 | 10 |
| -1.32% | Jan 16, 2026 | 1 | Jan 20, 2026 | 4 | Jan 26, 2026 | 5 |
| -1.29% | Mar 7, 2024 | 6 | Mar 15, 2024 | 3 | Mar 20, 2024 | 9 |
| -1.19% | Jul 7, 2026 | 6 | Jul 15, 2026 | Ongoing | Ongoing | Ongoing |
| -1.12% | Feb 8, 2024 | 3 | Feb 13, 2024 | 2 | Feb 15, 2024 | 5 |
| -1.07% | Jun 4, 2026 | 4 | Jun 10, 2026 | 2 | Jun 12, 2026 | 6 |
| -1.02% | May 14, 2026 | 3 | May 19, 2026 | 11 | Jun 4, 2026 | 14 |
| -1.01% | Jul 10, 2025 | 3 | Jul 15, 2025 | 2 | Jul 17, 2025 | 5 |
| -1.00% | Jun 15, 2026 | 2 | Jun 17, 2026 | 6 | Jun 26, 2026 | 8 |
| -0.91% | Jan 30, 2024 | 1 | Jan 31, 2024 | 1 | Feb 1, 2024 | 2 |
| -0.89% | Mar 21, 2024 | 3 | Mar 26, 2024 | 1 | Mar 27, 2024 | 4 |
| -0.85% | Dec 4, 2023 | 1 | Dec 5, 2023 | 4 | Dec 11, 2023 | 5 |