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CITBX: AMERICAN HIGH INCOME TRUST CLASS 529-B (MUTUAL FUND)
Basic Info
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/27/2002 |
Last Dividend Date: | 03/31/2017 |
12-Mo. Yield | 0.78% |
Expenses | 1.55% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/15/2002 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 1.3 | 3.2 | 5.0 | 4.9 | 1.0 | 15.3 | -8.2 | -0.3 | 5.5 | 13.6 | 1.1 | 13.9 | 47.3 | -28.1 | 0.7 | 11.2 | 2.0 | 7.2 | 20.6 | -8.2 |
Sharpe Ratio | NA | 3.16 | 0.25 | 0.94 | 0.72 | NA | 0.83 | 0.77 | 2.78 | -1.79 | -0.09 | 1.64 | 4.1 | 0.19 | 3.19 | 7.56 | -2.87 | -0.57 | 3.08 | -0.06 | 1.94 | 6.31 | -1.52 |
Draw Down(%) | NA | 2.3 | 17.2 | 17.2 | 35.7 | NA | 35.7 | 1.9 | 5.4 | 12.4 | 7.3 | 5.5 | 3.3 | 10.6 | 5.1 | 7.2 | 33.9 | 5.9 | 2.4 | 5.5 | 6.1 | 4.2 | 19.7 |
Standard Deviation(%) | NA | 4.1 | 4.8 | 4.3 | 5.6 | NA | 5.1 | 4.3 | 5.4 | 4.6 | 3.8 | 3.3 | 3.3 | 5.8 | 4.3 | 6.2 | 10.1 | 4.1 | 2.6 | 3.2 | 3.2 | 3.2 | 7.1 |
Treynor Ratio | NA | 0.14 | 0.01 | 0.04 | 0.04 | NA | 0.05 | 0.04 | 0.15 | -0.08 | 0.0 | 0.06 | 0.15 | 0.01 | 0.17 | 0.62 | -0.32 | -0.03 | 0.19 | 0.0 | 0.12 | 0.37 | -0.11 |
Alpha | NA | 0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.01 | 0.01 | -0.03 | -0.02 | 0.01 | 0.0 | -0.02 | 0.02 | 0.05 | -0.04 | -0.01 | 0.02 | 0.0 | 0.01 | 0.04 | -0.05 |
Beta | NA | 0.92 | 1.02 | 0.99 | 0.91 | NA | 0.87 | 0.82 | 1.01 | 1.04 | 0.98 | 0.92 | 0.91 | 1.01 | 0.8 | 0.76 | 0.9 | 0.7 | 0.43 | 0.6 | 0.52 | 0.54 | 0.95 |
RSquared | NA | 0.71 | 0.81 | 0.79 | 0.69 | NA | 0.61 | 0.42 | 0.88 | 0.8 | 0.79 | 0.78 | 0.73 | 0.86 | 0.67 | 0.56 | 0.64 | 0.48 | 0.19 | 0.31 | 0.26 | 0.33 | 0.44 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/15/2002
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