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American Funds American High-Inc F2 (AHIFX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS0265478281
IssuerAmerican Funds
Inception DateAug 4, 2008
CategoryHigh Yield Bonds
Min. Investment$250
Asset ClassBond

Expense Ratio

AHIFX features an expense ratio of 0.43%, falling within the medium range.


Expense ratio chart for AHIFX: current value at 0.43% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.43%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


American Funds American High-Inc F2

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Funds American High-Inc F2, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%250.00%300.00%350.00%AprilMayJuneJulyAugustSeptember
206.09%
329.13%
AHIFX (American Funds American High-Inc F2)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Funds American High-Inc F2 had a return of 7.80% year-to-date (YTD) and 14.86% in the last 12 months. Over the past 10 years, American Funds American High-Inc F2 had an annualized return of 4.80%, while the S&P 500 had an annualized return of 10.55%, indicating that American Funds American High-Inc F2 did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date7.80%13.39%
1 month2.03%4.02%
6 months6.08%5.56%
1 year14.86%21.51%
5 years (annualized)5.76%12.69%
10 years (annualized)4.80%10.55%

Monthly Returns

The table below presents the monthly returns of AHIFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.46%0.41%1.49%-0.73%1.74%0.56%2.04%1.61%7.80%
20233.19%-1.24%1.03%0.74%-0.91%1.52%1.51%0.28%-1.20%-1.26%4.42%3.90%12.44%
2022-2.19%-0.62%-0.64%-3.32%0.38%-6.40%5.72%-1.75%-3.86%2.43%1.94%-0.44%-8.91%
20211.22%1.02%0.34%1.62%0.84%1.39%0.25%0.29%0.46%0.09%-0.76%1.58%8.63%
20200.12%-1.40%-11.63%3.11%4.04%1.29%4.41%1.62%-0.46%0.38%4.27%2.43%7.33%
20194.54%1.82%0.85%1.71%-1.42%1.73%0.05%-0.45%-0.06%0.26%0.04%2.61%12.15%
20180.98%-0.81%-0.46%0.50%-0.11%0.69%1.41%0.52%0.68%-1.35%-1.05%-2.52%-1.56%
20171.44%1.37%-0.09%0.86%0.78%0.07%1.26%-0.27%0.96%0.46%-0.17%0.11%6.98%
2016-1.65%0.19%4.38%4.01%0.64%1.06%2.18%1.81%0.71%0.47%-0.11%1.95%16.63%
20150.37%2.90%-0.67%1.15%0.06%-1.72%-0.96%-2.24%-3.04%2.14%-2.35%-2.83%-7.16%
20140.46%1.94%0.13%0.64%0.86%0.96%-1.54%1.05%-2.18%0.55%-0.30%-1.70%0.79%
20131.89%0.47%0.64%2.35%-0.04%-2.58%2.47%0.14%1.53%2.90%-0.26%1.35%11.26%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AHIFX is 94, placing it in the top 6% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of AHIFX is 9494
AHIFX (American Funds American High-Inc F2)
The Sharpe Ratio Rank of AHIFX is 9595Sharpe Ratio Rank
The Sortino Ratio Rank of AHIFX is 9595Sortino Ratio Rank
The Omega Ratio Rank of AHIFX is 9494Omega Ratio Rank
The Calmar Ratio Rank of AHIFX is 9191Calmar Ratio Rank
The Martin Ratio Rank of AHIFX is 9393Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Funds American High-Inc F2 (AHIFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AHIFX
Sharpe ratio
The chart of Sharpe ratio for AHIFX, currently valued at 3.36, compared to the broader market-1.000.001.002.003.004.005.003.36
Sortino ratio
The chart of Sortino ratio for AHIFX, currently valued at 5.97, compared to the broader market0.005.0010.005.98
Omega ratio
The chart of Omega ratio for AHIFX, currently valued at 1.81, compared to the broader market1.002.003.004.001.81
Calmar ratio
The chart of Calmar ratio for AHIFX, currently valued at 2.28, compared to the broader market0.005.0010.0015.0020.002.28
Martin ratio
The chart of Martin ratio for AHIFX, currently valued at 17.06, compared to the broader market0.0020.0040.0060.0080.0017.06
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.66, compared to the broader market-1.000.001.002.003.004.005.001.66
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.28, compared to the broader market0.005.0010.002.28
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.30, compared to the broader market1.002.003.004.001.30
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.49, compared to the broader market0.005.0010.0015.0020.001.49
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.96, compared to the broader market0.0020.0040.0060.0080.007.96

Sharpe Ratio

The current American Funds American High-Inc F2 Sharpe ratio is 3.36. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Funds American High-Inc F2 with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.00AprilMayJuneJulyAugustSeptember
3.36
1.66
AHIFX (American Funds American High-Inc F2)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds American High-Inc F2 granted a 6.49% dividend yield in the last twelve months. The annual payout for that period amounted to $0.64 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.64$0.64$0.53$0.48$0.62$0.65$0.63$0.59$0.60$0.67$0.71$1.21

Dividend yield

6.49%6.71%5.82%4.55%6.09%6.45%6.57%5.70%5.81%7.19%6.60%10.66%

Monthly Dividends

The table displays the monthly dividend distributions for American Funds American High-Inc F2. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.06$0.00$0.42
2023$0.05$0.04$0.05$0.05$0.06$0.05$0.05$0.08$0.05$0.06$0.05$0.06$0.64
2022$0.04$0.04$0.04$0.04$0.05$0.04$0.04$0.04$0.04$0.06$0.05$0.05$0.53
2021$0.04$0.04$0.05$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.48
2020$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.04$0.09$0.62
2019$0.06$0.05$0.06$0.05$0.05$0.05$0.05$0.05$0.05$0.06$0.05$0.06$0.65
2018$0.05$0.05$0.05$0.05$0.06$0.05$0.05$0.05$0.05$0.05$0.05$0.06$0.63
2017$0.05$0.04$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.05$0.59
2016$0.06$0.05$0.05$0.05$0.05$0.05$0.05$0.04$0.04$0.05$0.05$0.06$0.60
2015$0.06$0.05$0.06$0.06$0.06$0.05$0.06$0.06$0.05$0.06$0.06$0.07$0.67
2014$0.06$0.06$0.05$0.05$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.71
2013$0.11$0.06$0.06$0.12$0.12$0.06$0.11$0.12$0.12$0.12$0.06$0.12$1.21

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%AprilMayJuneJulyAugustSeptember
-0.10%
-4.57%
AHIFX (American Funds American High-Inc F2)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Funds American High-Inc F2. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the American Funds American High-Inc F2 was 31.20%, occurring on Dec 15, 2008. Recovery took 184 trading sessions.

The current American Funds American High-Inc F2 drawdown is 0.10%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.2%Aug 19, 200883Dec 15, 2008184Sep 9, 2009267
-21.2%Feb 21, 202022Mar 23, 2020139Oct 8, 2020161
-15.69%Jul 8, 2014404Feb 11, 2016129Aug 16, 2016533
-13%Jan 5, 2022185Sep 29, 2022304Dec 14, 2023489
-8.91%Jul 29, 201147Oct 4, 201175Jan 23, 2012122

Volatility

Volatility Chart

The current American Funds American High-Inc F2 volatility is 0.78%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%AprilMayJuneJulyAugustSeptember
0.78%
4.88%
AHIFX (American Funds American High-Inc F2)
Benchmark (^GSPC)