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American Funds American High-Inc 529E (CITEX)

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

Performance Overview

Morningstar Return Rating --
YTD Return 3.46%
5y Average Return 4.51%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (May 17, 2024) 47.93%
Worst 1Y Total Return (May 17, 2024) --
Best 3Y Total Return 47.93%
Worst 3Y Total Return -0.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CITEX
Category
YTD
1.45%
3.62%
1-Month
-0.77%
1.08%
3-Month
1.03%
2.50%
1-Year
9.56%
14.69%
3-Year
2.19%
6.16%
5-Year
3.96%
6.21%
10-Year
3.68%
5.48%
Last Bull Market
10.83%
11.96%
Last Bear Market
-9.27%
-7.27%

Annual Total Return (%) History

Year
CITEX
Category
2024
--
--
2023
11.81%
--
2022
-9.38%
--
2021
8.07%
--
2020
6.77%
4.91%
2019
11.57%
12.62%
2018
-2.10%
-2.59%
2017
6.41%
6.47%

2016
16.00%
13.30%
2015
-7.70%
-4.01%
2014
0.21%
1.11%
2013
6.10%
6.90%
2012
14.15%
14.67%
2011
1.64%
2.83%
2010
14.57%
14.24%
2009
47.93%
46.70%
2008
-27.76%
-26.41%
2007
1.17%
1.47%
2006
11.80%
10.14%
2005
3.22%
2.59%
2004
9.27%
9.99%
2003
28.09%
24.36%
2002
--
-1.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.24% -- -- --
2023 2.82% 1.21% 0.43% 6.99%
2022 -3.53% -9.27% -0.28% 3.83%
2021 2.47% 3.76% 0.87% 0.77%
2020 -12.87% 8.52% 5.48% 7.06%
2019 7.20% 1.86% -0.59% 2.78%
2018 -0.42% 0.96% 2.48% -4.98%
2017 2.61% 1.57% 1.82% 0.27%
2016 2.71% 5.63% 4.63% 2.18%
2015 2.44% -0.67% -6.26% -3.24%

2014 2.39% 2.33% -2.80% -1.59%
2013 2.38% -1.51% 2.43% 2.72%
2012 5.71% 0.18% 4.29% 3.35%
2011 3.70% 0.80% -7.40% 5.01%
2010 4.76% -0.81% 6.39% 3.63%
2009 2.30% 19.97% 14.54% 5.23%
2008 -3.98% 2.54% -9.28% -19.13%
2007 2.38% 0.88% -0.37% -1.69%
2006 3.15% 0.36% 3.27% 4.58%
2005 -1.70% 2.53% 1.49% 0.91%
2004 1.64% -1.00% 3.72% 4.70%
2003 7.33% 9.26% 3.50% 5.53%
2002 -9.14% -3.18% 10.04% --

Rank in Category (By Total Return)

YTD 23
1-Month 41
3-Month 22
1-Year 21
3-Year 28
5-Year 24

Load Adjusted Returns

1-Year 9.56%
3-Year 2.19%
5-Year 3.96%
10-Year 3.68%

Performance & Risk

YTD Return 3.46%
5y Average Return 4.51%
Rank in Category (ytd) 23
% 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 1.45%
Yield 6.34%
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.

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