Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RITEX (AMERICAN HIGH INCOME TRUST CLASS R-4) | 1.48% | 7.61% | 9.31% | 4.75% | 6.05% | 5.18% | 5.67% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RITEX (AMERICAN HIGH INCOME TRUST CLASS R-4) | 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 | 7.61 | 9.31 | 4.75 | 6.05 | 5.18 | 5.67 | … | … | 1.48 | 8.30 | 9.52 | 12.18 | -9.12 | 8.37 | 7.05 | 11.84 | -1.84 | 6.68 | 16.33 | -7.44 | 0.51 | 6.42 | 14.51 | 1.95 | 14.23 | 48.41 | -27.55 | 1.46 | 12.13 | 2.78 | 9.00 | 28.36 | -5.58 |
| Sharpe Ratio | NA | 1.75 | 1.64 | 0.47 | 0.82 | NA | NA | … | … | 0.43 | 1.36 | 1.72 | 1.62 | -1.42 | 2.97 | 0.59 | 2.86 | -0.87 | 2.20 | 2.93 | -1.59 | 0.13 | 1.85 | 4.20 | 0.32 | 3.21 | 7.64 | -2.81 | -0.40 | 3.17 | 0.16 | 2.37 | 7.44 | -1.32 |
| Standard Deviation(%) | NA | 3.37 | 4.04 | 4.96 | 5.49 | NA | NA | … | … | 3.85 | 4.01 | 3.42 | 5.30 | 7.45 | 2.81 | 11.39 | 3.63 | 3.71 | 2.76 | 5.50 | 4.71 | 3.91 | 3.45 | 3.47 | 5.91 | 4.41 | 6.32 | 10.13 | 4.21 | 2.76 | 3.35 | 3.38 | 3.71 | 8.15 |
| Draw Down(%) | NA | 2.41 | 3.95 | 13.13 | 21.22 | NA | NA | … | … | 2.41 | 3.95 | 1.88 | 3.79 | 13.13 | 1.98 | 21.22 | 2.14 | 6.16 | 1.91 | 5.34 | 12.00 | 6.96 | 5.43 | 3.19 | 10.32 | 5.37 | 7.11 | 33.57 | 5.81 | 2.32 | 5.38 | 4.97 | 3.10 | 14.99 |
| Yield(%) | 0.00 | 5.89 | 6.64 | 5.38 | 5.84 | 5.40 | 5.60 | … | … | 2.06 | 6.37 | 6.51 | 6.77 | 4.80 | 4.48 | 5.88 | 6.51 | 5.82 | 5.49 | 6.17 | 6.00 | 6.00 | 6.21 | 7.47 | 7.39 | 7.52 | 10.50 | 7.89 | 7.46 | 7.54 | 6.62 | 6.38 | 8.22 | 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 |
|---|---|---|---|---|
| RITEX (AMERICAN HIGH INCOME TRUST CLASS R-4) |
-7.56%
Nov 2005 – Nov 2008 |
-2.02%
Nov 2003 – Nov 2008 |
3.34%
Oct 2013 – Oct 2023 |
4.48%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RITEX (AMERICAN HIGH INCOME TRUST CLASS R-4) |
21.97%
Feb 2009 – Feb 2012 |
16.90%
Nov 2008 – Nov 2013 |
9.85%
Nov 2008 – Nov 2018 |
8.00%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart