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RITBX: AMERICAN HIGH INCOME TRUST CLASS R-2 (MUTUAL FUND)
Basic Info 9.58 0(0.0%) May 24
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (39%) |
Start Date: | 06/10/2002 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 6.09% |
Expenses | 0.41% |
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Performance Analytics (As of 05/24/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/10/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 2.7 | 12.3 | 2.1 | 4.0 | 3.3 | 6.3 | 5.0 | 5.3 | 11.3 | -9.8 | 7.5 | 6.2 | 11.0 | -2.6 | 5.9 | 15.4 | -8.2 | -0.3 | 5.6 | 13.6 | 1.2 | 13.4 | 47.3 | -28.1 | 0.7 | 11.3 | 2.1 | 8.3 | 27.4 | -5.6 |
Sharpe Ratio | NA | 0.91 | 1.92 | -0.04 | 0.35 | 0.39 | NA | NA | 0.78 | 1.37 | -1.52 | 2.75 | 0.53 | 2.71 | -1.09 | 2.01 | 2.8 | -1.78 | -0.09 | 1.66 | 4.1 | 0.19 | 3.09 | 7.56 | -2.87 | -0.55 | 3.1 | -0.03 | 2.23 | 7.44 | -1.32 |
Draw Down(%) | NA | 1.9 | 3.5 | 13.7 | 21.3 | 21.3 | NA | NA | 35.6 | 3.9 | 13.6 | 2.0 | 21.3 | 2.2 | 6.3 | 1.9 | 5.4 | 12.4 | 7.3 | 5.5 | 3.3 | 10.5 | 5.4 | 7.2 | 33.9 | 5.9 | 2.4 | 5.5 | 5.2 | 3.2 | 15.0 |
Standard Deviation(%) | NA | 3.5 | 4.4 | 5.5 | 6.8 | 5.7 | NA | NA | 5.4 | 5.2 | 7.4 | 2.7 | 11.3 | 3.5 | 3.6 | 2.6 | 5.4 | 4.6 | 3.8 | 3.4 | 3.3 | 5.8 | 4.3 | 6.2 | 10.1 | 4.1 | 2.6 | 3.2 | 3.3 | 3.6 | 8.1 |
Treynor Ratio | NA | 0.04 | 0.1 | 0.0 | 0.02 | 0.02 | NA | NA | 0.05 | 0.08 | -0.12 | 0.09 | 0.06 | 0.11 | -0.04 | 0.07 | 0.15 | -0.08 | 0.0 | 0.06 | 0.15 | 0.01 | 0.17 | 0.62 | -0.32 | -0.03 | 0.19 | 0.0 | 0.14 | 0.47 | -0.1 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.03 | -0.02 | 0.01 | 0.0 | -0.02 | 0.01 | 0.05 | -0.05 | -0.01 | 0.02 | 0.0 | 0.01 | 0.06 | -0.03 |
Beta | NA | 0.88 | 0.88 | 0.92 | 0.97 | 0.97 | NA | NA | 0.91 | 0.87 | 0.95 | 0.87 | 1.03 | 0.91 | 0.88 | 0.79 | 1.01 | 1.04 | 0.98 | 0.92 | 0.91 | 1.01 | 0.8 | 0.76 | 0.9 | 0.7 | 0.43 | 0.6 | 0.54 | 0.57 | 1.07 |
RSquared | NA | 0.81 | 0.87 | 0.89 | 0.9 | 0.88 | NA | NA | 0.73 | 0.9 | 0.92 | 0.57 | 0.93 | 0.75 | 0.8 | 0.75 | 0.88 | 0.8 | 0.79 | 0.78 | 0.73 | 0.86 | 0.67 | 0.56 | 0.64 | 0.47 | 0.19 | 0.31 | 0.28 | 0.29 | 0.51 |
Yield(%) | N/A | 1.8 | 6.1 | 4.5 | 4.8 | 4.4 | 6.5 | 5.3 | N/A | 6.0 | 4.1 | 3.7 | 5.2 | 5.7 | 5.1 | 4.7 | 5.3 | 5.2 | 5.2 | 5.4 | 6.6 | 6.6 | 6.8 | 9.6 | 7.2 | 6.7 | 6.8 | 5.9 | 5.7 | 7.4 | 0.0 |
Dividend Growth(%) | N/A | -68.5 | 17.4 | -11.0 | -8.9 | -32.3 | N/A | N/A | N/A | 26.6 | 15.3 | -28.2 | -5.1 | 4.3 | 8.2 | -2.2 | -11.4 | -4.4 | -5.0 | -12.8 | -5.1 | 3.3 | -4.1 | -11.9 | 0.9 | 3.4 | 9.6 | 6.7 | -8.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
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