Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RITAX (AMERICAN HIGH INCOME TRUST CLASS R-1) | 1.23% | 6.87% | 8.51% | 3.97% | 5.24% | 4.37% | 4.86% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RITAX (AMERICAN HIGH INCOME TRUST CLASS R-1) | 06/10/2002 | 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 | 6.87 | 8.51 | 3.97 | 5.24 | 4.37 | 4.86 | … | … | 1.23 | 7.50 | 8.70 | 11.29 | -9.81 | 7.52 | 6.20 | 10.99 | -2.60 | 5.87 | 15.41 | -8.14 | -0.26 | 5.60 | 13.63 | 1.13 | 13.44 | 47.21 | -28.11 | 0.64 | 11.27 | 2.02 | 8.23 | 27.38 | -5.58 |
| Sharpe Ratio | NA | 1.57 | 1.47 | 0.32 | 0.68 | NA | NA | … | … | 0.28 | 1.18 | 1.53 | 1.48 | -1.52 | 2.75 | 0.52 | 2.69 | -1.11 | 1.99 | 2.80 | -1.77 | -0.07 | 1.66 | 4.10 | 0.19 | 3.09 | 7.55 | -2.88 | -0.61 | 3.04 | -0.07 | 2.21 | 7.32 | -1.32 |
| Standard Deviation(%) | NA | 3.25 | 3.94 | 4.88 | 5.42 | NA | NA | … | … | 3.76 | 3.93 | 3.32 | 5.20 | 7.40 | 2.73 | 11.37 | 3.54 | 3.60 | 2.62 | 5.43 | 4.62 | 3.83 | 3.35 | 3.34 | 5.82 | 4.32 | 6.24 | 10.06 | 4.11 | 2.60 | 3.21 | 3.27 | 3.64 | 8.15 |
| Draw Down(%) | NA | 2.41 | 4.01 | 13.68 | 21.28 | NA | NA | … | … | 2.41 | 4.01 | 1.88 | 3.86 | 13.58 | 1.98 | 21.28 | 2.21 | 6.28 | 1.91 | 5.40 | 12.36 | 7.26 | 5.48 | 3.26 | 10.56 | 5.37 | 7.25 | 33.89 | 5.93 | 2.37 | 5.50 | 5.21 | 3.15 | 14.99 |
| Yield(%) | 0.00 | 5.19 | 5.87 | 4.70 | 5.08 | 4.72 | 4.95 | … | … | 1.82 | 5.62 | 5.75 | 5.98 | 4.12 | 3.67 | 5.13 | 5.71 | 5.07 | 4.71 | 5.33 | 5.27 | 5.23 | 5.44 | 6.66 | 6.59 | 6.80 | 9.54 | 7.21 | 6.65 | 6.75 | 5.90 | 5.67 | 7.35 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RITAX (AMERICAN HIGH INCOME TRUST CLASS R-1) |
-8.27%
Nov 2005 – Nov 2008 |
-2.76%
Nov 2003 – Nov 2008 |
2.54%
Oct 2013 – Oct 2023 |
3.67%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RITAX (AMERICAN HIGH INCOME TRUST CLASS R-1) |
21.05%
Feb 2009 – Feb 2012 |
16.00%
Nov 2008 – Nov 2013 |
9.01%
Nov 2008 – Nov 2018 |
7.17%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart