AHITX vs. VSGDX
Compare and contrast key facts about American Funds American High-Income Trust (AHITX) and Vanguard Short-Term Federal Fund Admiral Shares (VSGDX).
AHITX is managed by American Funds. It was launched on Feb 19, 1988. VSGDX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AHITX or VSGDX.
Key characteristics
| AHITX | VSGDX | |
|---|---|---|
| YTD Return | 8.95% | 3.45% |
| 1Y Return | 15.16% | 5.95% |
| 3Y Return (Ann) | 3.76% | 0.42% |
| 5Y Return (Ann) | 5.82% | 0.96% |
| 10Y Return (Ann) | 4.82% | 1.23% |
| Sharpe Ratio | 4.04 | 2.15 |
| Sortino Ratio | 7.21 | 3.41 |
| Omega Ratio | 2.01 | 1.44 |
| Calmar Ratio | 3.96 | 1.02 |
| Martin Ratio | 31.78 | 11.20 |
| Ulcer Index | 0.47% | 0.50% |
| Daily Std Dev | 3.69% | 2.62% |
| Max Drawdown | -34.94% | -8.19% |
| Current Drawdown | -0.30% | -1.17% |
Correlation
The correlation between AHITX and VSGDX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AHITX vs. VSGDX - Performance Comparison
In the year-to-date period, AHITX achieves a 8.95% return, which is significantly higher than VSGDX's 3.45% return. Over the past 10 years, AHITX has outperformed VSGDX with an annualized return of 4.82%, while VSGDX has yielded a comparatively lower 1.23% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AHITX vs. VSGDX - Expense Ratio Comparison
AHITX has a 0.69% expense ratio, which is higher than VSGDX's 0.10% expense ratio.
Risk-Adjusted Performance
AHITX vs. VSGDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American High-Income Trust (AHITX) and Vanguard Short-Term Federal Fund Admiral Shares (VSGDX). 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.
Dividends
AHITX vs. VSGDX - Dividend Comparison
AHITX's dividend yield for the trailing twelve months is around 6.21%, more than VSGDX's 3.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHITX American Funds American High-Income Trust | 6.21% | 6.43% | 5.52% | 4.28% | 5.81% | 6.19% | 6.31% | 5.47% | 5.60% | 6.95% | 6.37% | 6.27% |
VSGDX Vanguard Short-Term Federal Fund Admiral Shares | 3.56% | 3.42% | 1.77% | 0.58% | 1.40% | 2.41% | 2.02% | 1.41% | 1.18% | 0.97% | 0.71% | 0.64% |
Drawdowns
AHITX vs. VSGDX - Drawdown Comparison
The maximum AHITX drawdown since its inception was -34.94%, which is greater than VSGDX's maximum drawdown of -8.19%. Use the drawdown chart below to compare losses from any high point for AHITX and VSGDX. For additional features, visit the drawdowns tool.
Volatility
AHITX vs. VSGDX - Volatility Comparison
American Funds American High-Income Trust (AHITX) has a higher volatility of 0.74% compared to Vanguard Short-Term Federal Fund Admiral Shares (VSGDX) at 0.68%. This indicates that AHITX's price experiences larger fluctuations and is considered to be riskier than VSGDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.