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AHITX vs. FHYSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AHITX vs. FHYSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds American High-Income Trust (AHITX) and Federated Hermes High-Yield Strategy Portfolio (FHYSX). The values are adjusted to include any dividend payments, if applicable.

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AHITX vs. FHYSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AHITX
American Funds American High-Income Trust
-0.53%8.28%9.45%11.43%-10.38%8.32%7.01%11.86%-1.80%7.30%
FHYSX
Federated Hermes High-Yield Strategy Portfolio
-1.26%9.14%6.42%12.77%-13.16%4.49%6.08%15.14%-2.16%8.34%

Returns By Period

In the year-to-date period, AHITX achieves a -0.53% return, which is significantly higher than FHYSX's -1.26% return. Over the past 10 years, AHITX has outperformed FHYSX with an annualized return of 6.12%, while FHYSX has yielded a comparatively lower 5.44% annualized return.


AHITX

1D
0.62%
1M
-1.61%
YTD
-0.53%
6M
0.64%
1Y
6.32%
3Y*
8.48%
5Y*
4.42%
10Y*
6.12%

FHYSX

1D
0.52%
1M
-1.60%
YTD
-1.26%
6M
0.52%
1Y
6.43%
3Y*
7.67%
5Y*
3.19%
10Y*
5.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AHITX vs. FHYSX - Expense Ratio Comparison

AHITX has a 0.69% expense ratio, which is higher than FHYSX's 0.02% expense ratio.


Return for Risk

AHITX vs. FHYSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AHITX
AHITX Risk / Return Rank: 8181
Overall Rank
AHITX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
AHITX Sortino Ratio Rank: 7777
Sortino Ratio Rank
AHITX Omega Ratio Rank: 8686
Omega Ratio Rank
AHITX Calmar Ratio Rank: 8181
Calmar Ratio Rank
AHITX Martin Ratio Rank: 8383
Martin Ratio Rank

FHYSX
FHYSX Risk / Return Rank: 9090
Overall Rank
FHYSX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
FHYSX Sortino Ratio Rank: 8787
Sortino Ratio Rank
FHYSX Omega Ratio Rank: 9393
Omega Ratio Rank
FHYSX Calmar Ratio Rank: 9191
Calmar Ratio Rank
FHYSX Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AHITX vs. FHYSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds American High-Income Trust (AHITX) and Federated Hermes High-Yield Strategy Portfolio (FHYSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AHITXFHYSXDifference

Sharpe ratio

Return per unit of total volatility

1.53

1.71

-0.18

Sortino ratio

Return per unit of downside risk

1.99

2.43

-0.44

Omega ratio

Gain probability vs. loss probability

1.36

1.46

-0.10

Calmar ratio

Return relative to maximum drawdown

2.03

2.73

-0.69

Martin ratio

Return relative to average drawdown

8.61

11.03

-2.42

AHITX vs. FHYSX - Sharpe Ratio Comparison

The current AHITX Sharpe Ratio is 1.53, which is comparable to the FHYSX Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of AHITX and FHYSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AHITXFHYSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.53

1.71

-0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.90

0.62

+0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.12

0.95

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

1.42

0.86

+0.57

Correlation

The correlation between AHITX and FHYSX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

AHITX vs. FHYSX - Dividend Comparison

AHITX's dividend yield for the trailing twelve months is around 5.86%, more than FHYSX's 5.79% yield.


TTM20252024202320222021202020192018201720162015
AHITX
American Funds American High-Income Trust
5.86%6.26%6.25%5.87%4.17%4.27%5.81%6.19%6.31%5.99%5.05%6.92%
FHYSX
Federated Hermes High-Yield Strategy Portfolio
5.79%6.28%5.84%5.30%5.27%4.54%5.74%6.18%6.61%6.98%6.45%8.45%

Drawdowns

AHITX vs. FHYSX - Drawdown Comparison

The maximum AHITX drawdown since its inception was -34.81%, which is greater than FHYSX's maximum drawdown of -21.45%. Use the drawdown chart below to compare losses from any high point for AHITX and FHYSX.


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Drawdown Indicators


AHITXFHYSXDifference

Max Drawdown

Largest peak-to-trough decline

-34.81%

-21.45%

-13.36%

Max Drawdown (1Y)

Largest decline over 1 year

-3.38%

-2.50%

-0.88%

Max Drawdown (5Y)

Largest decline over 5 years

-13.93%

-16.93%

+3.00%

Max Drawdown (10Y)

Largest decline over 10 years

-21.22%

-21.45%

+0.23%

Current Drawdown

Current decline from peak

-1.81%

-1.77%

-0.04%

Average Drawdown

Average peak-to-trough decline

-2.68%

-2.61%

-0.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.80%

0.62%

+0.18%

Volatility

AHITX vs. FHYSX - Volatility Comparison

American Funds American High-Income Trust (AHITX) and Federated Hermes High-Yield Strategy Portfolio (FHYSX) have volatilities of 1.37% and 1.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AHITXFHYSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.37%

1.38%

-0.01%

Volatility (6M)

Calculated over the trailing 6-month period

2.35%

2.43%

-0.08%

Volatility (1Y)

Calculated over the trailing 1-year period

4.30%

3.79%

+0.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.93%

5.20%

-0.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.48%

5.77%

-0.29%