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RITCX: AMERICAN HIGH INCOME TRUST CLASS R-3 (MUTUAL FUND)
Basic Info 9.69 0.01(0.10%) May 19
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 4.17% |
| Expenses | 0.41% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/10/2002 |
2024 | 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 | -0.7 | 5.1 | 6.5 | 7.3 | 4.3 | 5.2 | 5.3 | 5.7 | 9.2 | 11.8 | -9.4 | 8.0 | 6.7 | 11.5 | -2.2 | 6.4 | 15.9 | -7.7 | 0.2 | 6.1 | 14.2 | 1.6 | 13.9 | 48.0 | -27.8 | 1.1 | 11.8 | 2.4 | 8.6 | 27.9 | -5.6 |
| Sharpe Ratio | NA | -0.9 | -0.28 | 0.39 | 0.9 | 0.46 | NA | NA | 0.83 | 0.77 | 1.45 | -1.46 | 2.89 | 0.57 | 2.81 | -0.95 | 2.13 | 2.88 | -1.66 | 0.04 | 1.78 | 4.16 | 0.27 | 3.17 | 7.61 | -2.83 | -0.44 | 3.17 | 0.08 | 2.31 | 7.45 | -1.32 |
| Draw Down(%) | NA | 4.6 | 4.6 | 7.5 | 13.4 | 21.2 | NA | NA | 35.2 | 1.9 | 3.8 | 13.3 | 2.0 | 21.2 | 2.2 | 6.2 | 1.9 | 5.4 | 12.1 | 7.1 | 5.5 | 3.2 | 10.4 | 5.4 | 7.2 | 33.7 | 5.9 | 2.3 | 5.4 | 5.1 | 3.1 | 15.0 |
| Standard Deviation(%) | NA | 5.1 | 4.0 | 5.5 | 5.1 | 5.7 | NA | NA | 5.4 | 3.4 | 5.3 | 7.4 | 2.8 | 11.4 | 3.6 | 3.7 | 2.7 | 5.5 | 4.7 | 3.9 | 3.4 | 3.4 | 5.9 | 4.4 | 6.3 | 10.1 | 4.2 | 2.7 | 3.3 | 3.3 | 3.7 | 8.1 |
| Treynor Ratio | NA | -0.04 | -0.01 | 0.02 | 0.05 | 0.03 | NA | NA | 0.05 | 0.03 | 0.09 | -0.11 | 0.09 | 0.06 | 0.11 | -0.04 | 0.07 | 0.15 | -0.07 | 0.0 | 0.06 | 0.15 | 0.02 | 0.17 | 0.63 | -0.32 | -0.03 | 0.2 | 0.0 | 0.14 | 0.47 | -0.1 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.03 | -0.02 | 0.01 | 0.0 | -0.02 | 0.02 | 0.06 | -0.04 | 0.0 | 0.02 | 0.0 | 0.01 | 0.06 | -0.03 |
| Beta | NA | 1.16 | 1.04 | 0.93 | 0.95 | 0.98 | NA | NA | 0.92 | 0.9 | 0.88 | 0.95 | 0.88 | 1.03 | 0.92 | 0.9 | 0.81 | 1.02 | 1.06 | 1.0 | 0.94 | 0.94 | 1.02 | 0.81 | 0.76 | 0.9 | 0.7 | 0.44 | 0.6 | 0.54 | 0.58 | 1.07 |
| RSquared | NA | 0.78 | 0.73 | 0.88 | 0.86 | 0.88 | NA | NA | 0.72 | 0.74 | 0.9 | 0.92 | 0.57 | 0.94 | 0.75 | 0.8 | 0.75 | 0.88 | 0.8 | 0.79 | 0.79 | 0.74 | 0.86 | 0.68 | 0.55 | 0.63 | 0.46 | 0.18 | 0.3 | 0.27 | 0.29 | 0.51 |
| Yield(%) | N/A | 0.0 | 4.2 | 5.4 | 5.5 | 4.9 | 5.6 | 5.5 | N/A | 6.2 | 6.5 | 4.5 | 4.1 | 5.6 | 6.2 | 5.5 | 5.2 | 5.8 | 5.7 | 5.7 | 5.9 | 7.2 | 7.1 | 7.2 | 10.1 | 7.6 | 7.1 | 7.2 | 6.3 | 6.1 | 7.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -32.7 | -0.8 | -13.9 | -32.8 | N/A | N/A | N/A | -0.2 | 24.1 | 12.9 | -25.5 | -5.2 | 4.0 | 7.1 | -1.5 | -11.6 | -5.0 | -4.3 | -12.0 | -4.4 | 3.9 | -3.1 | -11.8 | 0.0 | 3.3 | 10.2 | 6.2 | -7.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
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