Nasdaq - Delayed Quote USD

American Funds American High-Inc 529A (CITAX)

9.61 0.00 (0.00%)
At close: May 17 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.54%
5y Average Return 4.71%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (May 17, 2024) 48.35%
Worst 1Y Total Return (May 17, 2024) --
Best 3Y Total Return 48.35%
Worst 3Y Total Return -0.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CITAX
Category
YTD
1.52%
3.62%
1-Month
-0.75%
1.08%
3-Month
1.08%
2.50%
1-Year
9.77%
14.69%
3-Year
2.39%
6.16%
5-Year
4.15%
6.21%
10-Year
3.89%
5.48%
Last Bull Market
10.91%
11.96%
Last Bear Market
-9.23%
-7.27%

Annual Total Return (%) History

Year
CITAX
Category
2024
--
--
2023
12.02%
--
2022
-9.21%
--
2021
8.28%
--
2020
6.95%
4.91%
2019
11.77%
12.62%
2018
-1.91%
-2.59%
2017
6.62%
6.47%

2016
16.22%
13.30%
2015
-7.51%
-4.01%
2014
0.44%
1.11%
2013
6.34%
6.90%
2012
14.42%
14.67%
2011
1.92%
2.83%
2010
14.89%
14.24%
2009
48.35%
46.70%
2008
-27.54%
-26.41%
2007
1.47%
1.47%
2006
12.13%
10.14%
2005
3.54%
2.59%
2004
9.63%
9.99%
2003
28.67%
24.36%
2002
--
-1.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.28% -- -- --
2023 2.87% 1.26% 0.48% 7.04%
2022 -3.49% -9.23% -0.23% 3.87%
2021 2.51% 3.81% 0.92% 0.81%
2020 -12.83% 8.56% 5.52% 7.10%
2019 7.25% 1.91% -0.54% 2.82%
2018 -0.38% 1.01% 2.53% -4.93%
2017 2.66% 1.63% 1.87% 0.32%
2016 2.76% 5.68% 4.68% 2.24%
2015 2.49% -0.61% -6.21% -3.19%

2014 2.44% 2.38% -2.75% -1.53%
2013 2.44% -1.45% 2.49% 2.77%
2012 5.77% 0.24% 4.36% 3.41%
2011 3.77% 0.87% -7.33% 5.07%
2010 4.83% -0.74% 6.47% 3.71%
2009 2.37% 20.06% 14.62% 5.31%
2008 -3.91% 2.62% -9.20% -19.07%
2007 2.45% 0.95% -0.29% -1.61%
2006 3.22% 0.44% 3.36% 4.65%
2005 -1.62% 2.60% 1.57% 0.99%
2004 1.74% -0.93% 3.81% 4.79%
2003 7.38% 9.40% 3.67% 5.65%
2002 -9.10% -3.13% 10.10% --

Rank in Category (By Total Return)

YTD 21
1-Month 40
3-Month 21
1-Year 17
3-Year 25
5-Year 19

Load Adjusted Returns

1-Year 5.93%
3-Year 1.18%
5-Year 3.41%
10-Year 3.52%

Performance & Risk

YTD Return 3.54%
5y Average Return 4.71%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family American Funds
Net Assets 19.65B
YTD Return 1.52%
Yield 6.52%
Morningstar Rating
Inception Date Oct 30, 2020

Fund Summary

The fund invests primarily in higher yielding and generally lower quality debt securities (rated Ba1 / BB+ or below by Nationally Recognized Statistical Rating Organizations or unrated but determined by the fund's investment adviser to be of equivalent quality), including corporate loan obligations. It may also invest a portion of its assets in securities of issuers domiciled outside the United States.

Related Tickers