Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RITFX (AMERICAN HIGH INCOME TRUST CLASS R-5) | 3.12% | 9.03% | 9.73% | 7.33% | 5.43% | 6.09% | 5.94% | 6.55% |
Data as of 07/01/2025, AR inception is 05/24/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RITFX (AMERICAN HIGH INCOME TRUST CLASS R-5) | 05/24/2002 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.61 | 9.03 | 9.73 | 7.33 | 5.43 | 6.09 | 5.94 | 6.55 | 3.12 | 9.21 | 12.47 | -8.88 | 8.69 | 7.39 | 12.18 | -1.56 | 7.00 | 16.67 | -7.14 | 0.80 | 6.73 | 14.86 | 2.24 | 14.55 | 48.84 | -27.32 | 1.79 | 12.47 | 3.04 | 9.32 | 30.76 | -6.07 |
| Sharpe Ratio | NA | 1.48 | 1.13 | 1.06 | 0.69 | NA | NA | 0.98 | 0.59 | 0.76 | 1.55 | -1.38 | 3.04 | 0.62 | 2.94 | -0.77 | 2.28 | 2.98 | -1.51 | 0.20 | 1.92 | 4.23 | 0.37 | 3.25 | 7.67 | -2.77 | -0.28 | 3.27 | 0.26 | 2.44 | 7.53 | -1.34 |
| Standard Deviation(%) | NA | 4.09 | 5.16 | 5.02 | 5.76 | NA | NA | 5.48 | 4.78 | 3.43 | 5.33 | 7.46 | 2.85 | 11.41 | 3.67 | 3.76 | 2.81 | 5.53 | 4.75 | 3.94 | 3.49 | 3.53 | 5.94 | 4.44 | 6.36 | 10.16 | 4.25 | 2.83 | 3.39 | 3.43 | 3.99 | 8.14 |
| Draw Down(%) | NA | 3.93 | 7.47 | 12.98 | 21.20 | NA | NA | 34.60 | 3.93 | 1.88 | 3.77 | 12.98 | 1.98 | 21.20 | 2.12 | 6.11 | 1.91 | 5.32 | 11.86 | 6.84 | 5.40 | 3.17 | 10.23 | 5.37 | 7.06 | 33.45 | 5.75 | 2.30 | 5.33 | 4.88 | 3.06 | 17.04 |
| Yield(%) | 0.00 | 5.68 | 6.57 | 6.09 | 5.60 | 6.24 | 5.88 | 6.58 | 2.15 | 6.81 | 7.03 | 5.04 | 4.78 | 6.18 | 6.83 | 6.11 | 5.79 | 6.48 | 6.31 | 6.29 | 6.50 | 7.79 | 7.67 | 7.80 | 10.84 | 8.16 | 7.77 | 7.85 | 6.87 | 6.67 | 10.16 | 1.92 |
Data as of 07/01/2025, AR inception is 05/24/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RITFX (AMERICAN HIGH INCOME TRUST CLASS R-5) |
-7.27%
Nov 2005 - Nov 2008 |
-1.72%
Nov 2003 - Nov 2008 |
3.64%
Oct 2013 - Oct 2023 |
4.79%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RITFX (AMERICAN HIGH INCOME TRUST CLASS R-5) |
22.32%
Feb 2009 - Feb 2012 |
17.24%
Nov 2008 - Nov 2013 |
10.17%
Nov 2008 - Nov 2018 |
8.36%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart