PortfoliosLab logo
AIBAX vs. AHITX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AIBAX and AHITX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

AIBAX vs. AHITX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Intermediate Bond Fund of America (AIBAX) and American Funds American High-Income Trust (AHITX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period


AIBAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

AHITX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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


AIBAX vs. AHITX - Expense Ratio Comparison

AIBAX has a 0.63% expense ratio, which is lower than AHITX's 0.69% expense ratio.


Risk-Adjusted Performance

AIBAX vs. AHITX — Risk-Adjusted Performance Rank

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

AIBAX
The Risk-Adjusted Performance Rank of AIBAX is 8888
Overall Rank
The Sharpe Ratio Rank of AIBAX is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of AIBAX is 9191
Sortino Ratio Rank
The Omega Ratio Rank of AIBAX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of AIBAX is 8181
Calmar Ratio Rank
The Martin Ratio Rank of AIBAX is 8787
Martin Ratio Rank

AHITX
The Risk-Adjusted Performance Rank of AHITX is 9191
Overall Rank
The Sharpe Ratio Rank of AHITX is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of AHITX is 9191
Sortino Ratio Rank
The Omega Ratio Rank of AHITX is 9191
Omega Ratio Rank
The Calmar Ratio Rank of AHITX is 9292
Calmar Ratio Rank
The Martin Ratio Rank of AHITX is 9191
Martin 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.

AIBAX vs. AHITX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Intermediate Bond Fund of America (AIBAX) and American Funds American High-Income Trust (AHITX). 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.



Loading data...

Dividends

AIBAX vs. AHITX - Dividend Comparison

AIBAX's dividend yield for the trailing twelve months is around 3.66%, while AHITX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
AIBAX
American Funds Intermediate Bond Fund of America
3.66%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AHITX
American Funds American High-Income Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

AIBAX vs. AHITX - Drawdown Comparison


Loading data...

Volatility

AIBAX vs. AHITX - Volatility Comparison


Loading data...