CITAX
American High Income Trust Class 529-A
Mutual fund
$9.45+0.02 (+0.21%)Close Oct 2, 2026
Feb 19, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $40,806
- CAGR
- +5.88%
- Max drawdown
- −34.84%
- Sharpe ratio
- 1.10
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.58%
- 3M
- −2.71%
- 6M
- −1.05%
- YTD
- −0.63%
- 1Y
- +0.54%
- 3Y
- +8.25%
- 5Y
- +3.82%
- 10Y
- +5.20%
- 15Y
- +5.54%
- 20Y
- +5.39%
- Since 2002
- +5.88%
Metrics
Since 2002| Volatility | 5.33% |
|---|---|
| Sortino ratio | 1.54 |
| Calmar ratio | 0.17 |
| Best year, 2009 | +48.52% |
| Worst year, 2008 | −27.47% |
| Positive years | 19 of 23 |
| Longest drawdown | 2.4 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −34.8% | Jun 2007 | Dec 2008 | Oct 2009 | 2.4 years |
| −21.2% | Feb 2020 | Mar 2020 | Oct 2020 | 8 months |
| −19.7% | Apr 2002 | Oct 2002 | May 2003 | 1.1 years |
| −16.1% | Jul 2014 | Feb 2016 | Aug 2016 | 2.2 years |
| −13.2% | Nov 2021 | Sep 2022 | Dec 2023 | 2.1 years |
Annual returns
2002 from Feb 19 · 2026 through Oct 2