CITEX
American High Income Trust Class 529-E
Mutual fund
$9.45+0.02 (+0.21%)Close Oct 2, 2026
Mar 14, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $37,773
- CAGR
- +5.56%
- Max drawdown
- −35.15%
- Sharpe ratio
- 1.05
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.58%
- 3M
- −2.74%
- 6M
- −1.14%
- YTD
- −0.77%
- 1Y
- +0.35%
- 3Y
- +8.05%
- 5Y
- +3.64%
- 10Y
- +5.01%
- 15Y
- +5.34%
- 20Y
- +5.16%
- Since 2002
- +5.56%
Metrics
Since 2002| Volatility | 5.31% |
|---|---|
| Sortino ratio | 1.46 |
| Calmar ratio | 0.16 |
| Best year, 2009 | +48.07% |
| Worst year, 2008 | −27.70% |
| Positive years | 19 of 23 |
| Longest drawdown | 2.5 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −35.2% | Jun 2007 | Dec 2008 | Nov 2009 | 2.5 years |
| −21.2% | Feb 2020 | Mar 2020 | Oct 2020 | 8 months |
| −19.7% | Apr 2002 | Oct 2002 | May 2003 | 1.1 years |
| −16.4% | Jul 2014 | Feb 2016 | Sep 2016 | 2.2 years |
| −13.3% | Nov 2021 | Sep 2022 | Dec 2023 | 2.1 years |
Annual returns
2002 from Mar 14 · 2026 through Oct 2