Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CITEX (AMERICAN HIGH INCOME TRUST CLASS 529-E) | 1.39% | 7.37% | 9.05% | 4.49% | 5.79% | 4.90% | 5.40% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CITEX (AMERICAN HIGH INCOME TRUST CLASS 529-E) | 03/15/2002 | 06/04/2026 |
| 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 | 7.37 | 9.05 | 4.49 | 5.79 | 4.90 | 5.40 | … | … | 1.39 | 8.05 | 9.24 | 11.88 | -9.36 | 8.09 | 6.80 | 11.57 | -2.09 | 6.42 | 16.02 | -7.70 | 0.21 | 6.10 | 14.17 | 1.65 | 14.35 | 47.96 | -27.76 | 1.18 | 11.78 | 2.44 | 7.62 | 20.73 | -10.72 |
| Sharpe Ratio | NA | 1.69 | 1.58 | 0.42 | 0.78 | NA | NA | … | … | 0.38 | 1.30 | 1.66 | 1.57 | -1.46 | 2.90 | 0.57 | 2.81 | -0.95 | 2.13 | 2.89 | -1.66 | 0.05 | 1.78 | 4.16 | 0.28 | 3.26 | 7.61 | -2.83 | -0.47 | 3.12 | 0.06 | 2.02 | 6.29 | -2.02 |
| Standard Deviation(%) | NA | 3.33 | 4.01 | 4.93 | 5.47 | NA | NA | … | … | 3.82 | 3.99 | 3.39 | 5.27 | 7.43 | 2.78 | 11.39 | 3.60 | 3.67 | 2.71 | 5.47 | 4.67 | 3.88 | 3.41 | 3.42 | 5.87 | 4.38 | 6.29 | 10.11 | 4.18 | 2.69 | 3.29 | 3.29 | 3.18 | 7.11 |
| Draw Down(%) | NA | 2.41 | 3.97 | 13.31 | 21.24 | NA | NA | … | … | 2.41 | 3.97 | 1.88 | 3.81 | 13.29 | 1.98 | 21.24 | 2.16 | 6.20 | 1.91 | 5.36 | 12.13 | 7.07 | 5.45 | 3.21 | 10.42 | 5.12 | 7.16 | 33.69 | 5.85 | 2.34 | 5.44 | 5.98 | 4.16 | 19.69 |
| Yield(%) | 0.00 | 5.66 | 6.39 | 5.15 | 5.59 | 5.16 | 5.39 | … | … | 1.98 | 6.13 | 6.25 | 6.51 | 4.56 | 4.21 | 5.66 | 6.25 | 5.58 | 5.24 | 5.89 | 5.72 | 5.70 | 5.91 | 7.16 | 7.10 | 7.63 | 10.14 | 7.63 | 7.18 | 7.22 | 6.30 | 5.09 | 1.28 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CITEX (AMERICAN HIGH INCOME TRUST CLASS 529-E) |
-7.82%
Nov 2005 – Nov 2008 |
-2.62%
Nov 2003 – Nov 2008 |
3.07%
Oct 2013 – Oct 2023 |
4.22%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CITEX (AMERICAN HIGH INCOME TRUST CLASS 529-E) |
21.77%
Feb 2009 – Feb 2012 |
16.65%
Nov 2008 – Nov 2013 |
9.58%
Nov 2008 – Nov 2018 |
7.74%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart