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CITAX: AMERICAN HIGH INCOME TRUST CLASS 529-A (MUTUAL FUND)
Basic Info 9.61 0(0.0%) May 17
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/27/2002 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 6.77% |
Expenses | 0.41% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/15/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 3.2 | 12.8 | 3.0 | 4.7 | 4.1 | 7.2 | 5.8 | 5.4 | 12.1 | -9.2 | 8.3 | 7.0 | 11.8 | -1.9 | 6.6 | 16.2 | -7.5 | 0.4 | 6.3 | 14.5 | 1.9 | 14.7 | 48.4 | -27.5 | 1.5 | 12.1 | 2.8 | 7.9 | 20.8 | -8.0 |
Sharpe Ratio | NA | 1.18 | 1.77 | 0.08 | 0.44 | 0.51 | NA | NA | 0.82 | 1.49 | -1.43 | 2.94 | 0.59 | 2.86 | -0.87 | 2.19 | 2.92 | -1.6 | 0.11 | 1.84 | 4.19 | 0.32 | 3.3 | 7.64 | -2.8 | -0.37 | 3.22 | 0.18 | 2.09 | 6.28 | -1.49 |
Draw Down(%) | NA | 1.9 | 3.4 | 13.2 | 21.2 | 21.2 | NA | NA | 34.9 | 3.8 | 13.2 | 2.0 | 21.2 | 2.1 | 6.2 | 1.9 | 5.3 | 12.0 | 7.0 | 5.4 | 3.2 | 10.3 | 5.1 | 7.1 | 33.6 | 5.8 | 2.3 | 5.4 | 5.9 | 4.2 | 19.7 |
Standard Deviation(%) | NA | 3.6 | 4.5 | 5.6 | 6.8 | 5.7 | NA | NA | 5.5 | 5.3 | 7.4 | 2.8 | 11.4 | 3.6 | 3.7 | 2.7 | 5.5 | 4.7 | 3.9 | 3.4 | 3.5 | 5.9 | 4.4 | 6.3 | 10.1 | 4.2 | 2.8 | 3.3 | 3.3 | 3.2 | 7.1 |
Treynor Ratio | NA | 0.05 | 0.09 | 0.0 | 0.03 | 0.03 | NA | NA | 0.05 | 0.09 | -0.11 | 0.09 | 0.06 | 0.11 | -0.04 | 0.07 | 0.16 | -0.07 | 0.0 | 0.07 | 0.15 | 0.02 | 0.18 | 0.64 | -0.32 | -0.02 | 0.2 | 0.01 | 0.13 | 0.37 | -0.11 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | -0.02 | 0.01 | 0.0 | -0.02 | 0.02 | 0.06 | -0.04 | 0.0 | 0.02 | 0.0 | 0.01 | 0.04 | -0.05 |
Beta | NA | 0.91 | 0.9 | 0.93 | 0.98 | 0.98 | NA | NA | 0.92 | 0.89 | 0.95 | 0.9 | 1.03 | 0.93 | 0.9 | 0.83 | 1.03 | 1.06 | 1.01 | 0.95 | 0.95 | 1.03 | 0.82 | 0.76 | 0.9 | 0.7 | 0.44 | 0.6 | 0.52 | 0.55 | 0.96 |
RSquared | NA | 0.82 | 0.87 | 0.89 | 0.9 | 0.88 | NA | NA | 0.72 | 0.9 | 0.92 | 0.58 | 0.94 | 0.75 | 0.8 | 0.76 | 0.89 | 0.81 | 0.8 | 0.79 | 0.74 | 0.86 | 0.68 | 0.55 | 0.63 | 0.46 | 0.17 | 0.29 | 0.25 | 0.33 | 0.44 |
Yield(%) | N/A | 2.1 | 6.8 | 5.1 | 5.4 | 5.0 | 7.5 | 6.0 | N/A | 6.8 | 4.6 | 4.3 | 5.8 | 6.2 | 5.9 | 5.5 | 6.0 | 5.9 | 6.1 | 6.3 | 7.4 | 7.4 | 7.9 | 10.4 | 8.2 | 7.3 | 7.7 | 6.6 | 5.4 | 1.4 | 0.3 |
Dividend Growth(%) | N/A | -67.7 | 15.3 | -10.3 | -9.0 | -31.0 | N/A | N/A | N/A | 29.2 | 9.1 | -25.4 | -1.7 | -1.6 | 7.0 | 1.8 | -11.1 | -8.7 | -4.2 | -8.9 | -6.0 | 0.0 | 2.4 | -15.5 | 5.4 | -1.1 | 12.0 | 25.8 | 371.4 | 366.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/15/2002
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