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RITGX vs. PDMIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RITGX vs. PDMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds American High-Income Trust® Class R-6 (RITGX) and PIMCO GNMA and Government Securities Fund (PDMIX). The values are adjusted to include any dividend payments, if applicable.

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RITGX vs. PDMIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RITGX
American Funds American High-Income Trust® Class R-6
-0.47%8.69%9.91%12.54%-10.10%8.74%7.44%12.28%-1.46%7.70%
PDMIX
PIMCO GNMA and Government Securities Fund
0.60%8.43%1.59%6.03%-13.96%-0.65%5.78%6.57%0.83%2.06%

Returns By Period

In the year-to-date period, RITGX achieves a -0.47% return, which is significantly lower than PDMIX's 0.60% return. Over the past 10 years, RITGX has outperformed PDMIX with an annualized return of 6.57%, while PDMIX has yielded a comparatively lower 1.55% annualized return.


RITGX

1D
0.62%
1M
-1.61%
YTD
-0.47%
6M
0.81%
1Y
6.69%
3Y*
9.12%
5Y*
4.93%
10Y*
6.57%

PDMIX

1D
0.42%
1M
-1.55%
YTD
0.60%
6M
1.74%
1Y
4.92%
3Y*
4.41%
5Y*
0.18%
10Y*
1.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RITGX vs. PDMIX - Expense Ratio Comparison

RITGX has a 0.32% expense ratio, which is lower than PDMIX's 0.50% expense ratio.


Return for Risk

RITGX vs. PDMIX — Risk / Return Rank

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

RITGX
RITGX Risk / Return Rank: 8484
Overall Rank
RITGX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
RITGX Sortino Ratio Rank: 8080
Sortino Ratio Rank
RITGX Omega Ratio Rank: 8888
Omega Ratio Rank
RITGX Calmar Ratio Rank: 8484
Calmar Ratio Rank
RITGX Martin Ratio Rank: 8686
Martin Ratio Rank

PDMIX
PDMIX Risk / Return Rank: 5656
Overall Rank
PDMIX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
PDMIX Sortino Ratio Rank: 5353
Sortino Ratio Rank
PDMIX Omega Ratio Rank: 4141
Omega Ratio Rank
PDMIX Calmar Ratio Rank: 7878
Calmar Ratio Rank
PDMIX Martin Ratio Rank: 5353
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.

RITGX vs. PDMIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds American High-Income Trust® Class R-6 (RITGX) and PIMCO GNMA and Government Securities Fund (PDMIX). 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.


RITGXPDMIXDifference

Sharpe ratio

Return per unit of total volatility

1.60

1.07

+0.53

Sortino ratio

Return per unit of downside risk

2.09

1.54

+0.55

Omega ratio

Gain probability vs. loss probability

1.38

1.20

+0.18

Calmar ratio

Return relative to maximum drawdown

2.15

2.00

+0.15

Martin ratio

Return relative to average drawdown

9.13

5.63

+3.51

RITGX vs. PDMIX - Sharpe Ratio Comparison

The current RITGX Sharpe Ratio is 1.60, which is higher than the PDMIX Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of RITGX and PDMIX, 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


RITGXPDMIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.60

1.07

+0.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.99

0.03

+0.97

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.20

0.31

+0.88

Sharpe Ratio (All Time)

Calculated using the full available price history

1.18

1.04

+0.15

Correlation

The correlation between RITGX and PDMIX is 0.21, 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.


Dividends

RITGX vs. PDMIX - Dividend Comparison

RITGX's dividend yield for the trailing twelve months is around 6.21%, more than PDMIX's 3.93% yield.


TTM20252024202320222021202020192018201720162015
RITGX
American Funds American High-Income Trust® Class R-6
6.21%6.63%6.66%6.80%4.50%4.65%6.19%6.56%6.68%6.36%5.36%7.29%
PDMIX
PIMCO GNMA and Government Securities Fund
3.93%4.29%4.66%3.76%3.84%2.03%2.40%3.41%3.10%2.96%2.93%2.14%

Drawdowns

RITGX vs. PDMIX - Drawdown Comparison

The maximum RITGX drawdown since its inception was -21.20%, which is greater than PDMIX's maximum drawdown of -18.64%. Use the drawdown chart below to compare losses from any high point for RITGX and PDMIX.


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Drawdown Indicators


RITGXPDMIXDifference

Max Drawdown

Largest peak-to-trough decline

-21.20%

-18.64%

-2.56%

Max Drawdown (1Y)

Largest decline over 1 year

-3.38%

-3.25%

-0.13%

Max Drawdown (5Y)

Largest decline over 5 years

-13.75%

-18.59%

+4.84%

Max Drawdown (10Y)

Largest decline over 10 years

-21.20%

-18.64%

-2.56%

Current Drawdown

Current decline from peak

-1.81%

-1.96%

+0.15%

Average Drawdown

Average peak-to-trough decline

-2.25%

-1.75%

-0.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.80%

1.16%

-0.36%

Volatility

RITGX vs. PDMIX - Volatility Comparison

The current volatility for American Funds American High-Income Trust® Class R-6 (RITGX) is 1.37%, while PIMCO GNMA and Government Securities Fund (PDMIX) has a volatility of 1.92%. This indicates that RITGX experiences smaller price fluctuations and is considered to be less risky than PDMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RITGXPDMIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.37%

1.92%

-0.55%

Volatility (6M)

Calculated over the trailing 6-month period

2.39%

2.85%

-0.46%

Volatility (1Y)

Calculated over the trailing 1-year period

4.34%

5.06%

-0.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.98%

6.60%

-1.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.52%

5.02%

+0.50%