Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CITBX (AMERICAN HIGH INCOME TRUST CLASS 529-B) | NA | 13.08% | 1.30% | 4.08% | 4.39% | 4.98% | NA | … | … |
Data as of 04/10/2017, Common starting date is 02/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CITBX (AMERICAN HIGH INCOME TRUST CLASS 529-B) | 02/27/2002 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | 13.08 | 1.30 | 4.08 | 4.39 | 4.98 | NA | … | … | 0.99 | 15.34 | -8.21 | -0.32 | 5.54 | 13.59 | 1.15 | 13.93 | 47.28 | -28.08 | 0.69 | 11.24 | 1.99 | 7.20 | 20.63 | -8.19 |
| Sharpe Ratio | NA | 3.16 | 0.25 | 0.94 | 0.72 | NA | NA | … | … | 0.77 | 2.78 | -1.79 | -0.09 | 1.64 | 4.10 | 0.19 | 3.19 | 7.56 | -2.87 | -0.57 | 3.08 | -0.06 | 1.94 | 6.31 | -1.52 |
| Standard Deviation(%) | NA | 4.13 | 4.83 | 4.26 | 5.62 | NA | NA | … | … | 4.29 | 5.42 | 4.61 | 3.82 | 3.35 | 3.33 | 5.82 | 4.33 | 6.24 | 10.07 | 4.12 | 2.59 | 3.21 | 3.23 | 3.16 | 7.05 |
| Draw Down(%) | NA | 2.26 | 17.17 | 17.17 | 35.67 | NA | NA | … | … | 1.91 | 5.40 | 12.41 | 7.28 | 5.49 | 3.25 | 10.57 | 5.12 | 7.24 | 33.88 | 5.93 | 2.38 | 5.52 | 6.06 | 4.16 | 19.69 |
| Yield(%) | 0.00 | 5.05 | 4.65 | 5.25 | 5.38 | 5.38 | 4.11 | … | … | 1.15 | 5.24 | 5.16 | 5.15 | 5.35 | 6.59 | 6.57 | 7.21 | 9.52 | 7.18 | 6.66 | 6.69 | 5.83 | 4.67 | 1.17 | 0.07 |
Data as of 04/10/2017, 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 |
|---|---|---|---|---|
| CITBX (AMERICAN HIGH INCOME TRUST CLASS 529-B) |
-8.25%
Nov 2005 – Nov 2008 |
-3.06%
Nov 2003 – Nov 2008 |
3.72%
Feb 2006 – Feb 2016 |
5.08%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CITBX (AMERICAN HIGH INCOME TRUST CLASS 529-B) |
21.24%
Feb 2009 – Feb 2012 |
16.10%
Nov 2008 – Nov 2013 |
7.94%
Oct 2002 – Oct 2012 |
5.08%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart