Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CITAX (AMERICAN HIGH INCOME TRUST CLASS 529-A) | 1.36% | 7.56% | 9.20% | 4.69% | 5.99% | 5.09% | 5.63% | … | … |
Data as of 06/03/2026, Common starting date is 02/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CITAX (AMERICAN HIGH INCOME TRUST CLASS 529-A) | 02/27/2002 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | -0.10 | 7.56 | 9.20 | 4.69 | 5.99 | 5.09 | 5.63 | … | … | 1.36 | 8.25 | 9.43 | 12.06 | -9.20 | 8.29 | 6.99 | 11.76 | -1.92 | 6.63 | 16.22 | -7.50 | 0.44 | 6.35 | 14.46 | 1.90 | 14.65 | 48.41 | -27.54 | 1.46 | 12.14 | 2.76 | 7.90 | 20.82 | -8.04 |
| Sharpe Ratio | NA | 1.73 | 1.62 | 0.46 | 0.81 | NA | NA | … | … | 0.43 | 1.34 | 1.70 | 1.60 | -1.43 | 2.95 | 0.59 | 2.84 | -0.90 | 2.18 | 2.92 | -1.60 | 0.11 | 1.83 | 4.19 | 0.32 | 3.30 | 7.64 | -2.80 | -0.40 | 3.17 | 0.15 | 2.07 | 6.27 | -1.49 |
| Standard Deviation(%) | NA | 3.38 | 4.03 | 4.95 | 5.48 | NA | NA | … | … | 3.85 | 4.02 | 3.41 | 5.29 | 7.44 | 2.80 | 11.39 | 3.62 | 3.70 | 2.75 | 5.49 | 4.70 | 3.90 | 3.44 | 3.46 | 5.90 | 4.42 | 6.32 | 10.13 | 4.21 | 2.76 | 3.34 | 3.33 | 3.20 | 7.07 |
| Draw Down(%) | NA | 2.41 | 3.96 | 13.19 | 21.22 | NA | NA | … | … | 2.41 | 3.96 | 1.88 | 3.80 | 13.19 | 1.98 | 21.22 | 2.15 | 6.17 | 1.91 | 5.35 | 12.03 | 6.98 | 5.43 | 3.19 | 10.33 | 5.12 | 7.11 | 33.57 | 5.81 | 2.32 | 5.40 | 5.94 | 4.16 | 19.69 |
| Yield(%) | 0.00 | 5.85 | 6.57 | 5.33 | 5.78 | 5.33 | 5.58 | … | … | 2.05 | 6.32 | 6.43 | 6.67 | 4.72 | 4.40 | 5.83 | 6.44 | 5.75 | 5.44 | 6.07 | 5.93 | 5.93 | 6.14 | 7.42 | 7.35 | 7.91 | 10.50 | 7.91 | 7.45 | 7.55 | 6.60 | 5.35 | 1.37 | 0.24 |
Data as of 06/03/2026, Common starting date is 02/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CITAX (AMERICAN HIGH INCOME TRUST CLASS 529-A) |
-7.55%
Nov 2005 – Nov 2008 |
-2.34%
Nov 2003 – Nov 2008 |
3.26%
Oct 2013 – Oct 2023 |
4.45%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CITAX (AMERICAN HIGH INCOME TRUST CLASS 529-A) |
22.10%
Feb 2009 – Feb 2012 |
16.95%
Nov 2008 – Nov 2013 |
9.83%
Nov 2008 – Nov 2018 |
7.97%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart