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American Funds - American High Income Trust Class R-4 Shares: (MF: RITEX)
(NASDAQ Mutual Funds) As of May 7, 2024 08:00 PM ET
$9.58 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.30 | 17 |
| 3 months | 2.30 | 17 |
| 6 months | 9.52 | 7 |
| 1 Year | 11.47 | 19 |
| 3 Year | 3.14 | 23 |
| 5 Year | 4.65 | 12 |
| 10 Year | 3.90 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 61.27 |
| Bear Market (10/07 - 2/09) | -30.48 |
| Bull Market (2/09 - 3/21) | 219.45 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 11.47 |
| 5 Year | 4.65 |
| 10 Year | 3.90 |
| Since Inception | 6.70 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.30 | NA | NA | NA |
| 2023 | 2.89 | 1.27 | 0.49 | 7.05 |
| 2022 | -3.47 | -9.54 | -0.21 | 3.89 |
| 2021 | 2.52 | 3.82 | 0.94 | 0.83 |
| 2020 | -12.81 | 8.58 | 5.54 | 7.12 |
| 2019 | 7.26 | 1.92 | -0.52 | 2.83 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.30 | 12.10 | -9.47 | 8.34 | 7.03 | 11.84 | -1.85 | 6.22 | 15.11 | -7.43 | 0.49 |
| % Total Return Rel to Index | 0.83 | -1.34 | 1.70 | 3.06 | -0.10 | -2.46 | 0.22 | -1.28 | -2.02 | -2.99 | -1.96 |
| % Total Return Rel to Peer | 0.67 | 0.69 | -0.47 | 3.75 | 2.19 | 0.14 | 0.69 | 0.73 | 3.42 | -3.46 | -0.03 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 1.00 | 1.00 | 4.00 | 2.00 | 3.00 | 1.00 | 5.00 | 4.00 |
| % Dividends | 0.14 | 0.61 | 0.46 | 0.45 | 0.59 | 0.62 | 0.60 | 0.52 | 0.46 | 0.64 | 0.68 |
| % Yield | 1.44 | 6.19 | 4.88 | 4.05 | 5.52 | 5.85 | 5.93 | 4.72 | 4.30 | 6.50 | 5.96 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.67 | 0.65 | 0.65 | 0.69 | 0.71 | 0.70 | 0.69 | 0.73 | 0.69 | 0.69 |
* 1 = Top 20%, 5 = Bottom 20%