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American Century Heritage A (ATHAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.08-0.16 (-0.79%)
At close: 06:46PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.11%
5-Year Average Return10.15%
Number of Years Up19
Number of Years Down7
Best 1 Yr Total Return (May 6, 2024)42.20%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return42.20%
Worst 3-Yr Total Return-1.50%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnATHAXCategory
YTD6.58%10.80%
1-Month-5.23%4.43%
3-Month6.40%7.00%
1-Year20.20%48.17%
3-Year-1.19%21.26%
5-Year9.27%20.18%
10-Year9.95%14.07%
Last Bull Market34.36%27.14%
Last Bear Market-22.34%-21.26%

Annual Total Return (%) History

Year
ATHAXCategory
2024
N/AN/A
2023
20.24%N/A
2022
-28.28%N/A
2021
10.81%N/A
2020
42.20%39.26%
2019
35.14%32.52%
2018
-5.44%-6.65%
2017
21.52%23.91%
2016
3.01%6.03%
2015
1.65%-0.95%
2014
7.88%7.00%
2013
30.64%34.93%
2012
15.78%14.07%
2011
-6.76%-3.96%
2010
30.98%24.61%
2009
36.51%39.11%
2008
-46.29%-43.77%
2007
45.37%15.09%
2006
16.81%9.00%
2005
21.90%9.84%
2004
6.84%13.23%
2003
21.24%35.96%
2002
-16.14%-27.24%
2001
-25.86%-19.98%
2000
17.14%-4.78%
1999
50.79%60.49%
1998
-0.31%18.76%
1997
N/A17.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.45%N/AN/AN/A
20238.67%5.20%-5.22%10.98%
2022-14.23%-22.34%2.42%5.13%
20210.49%8.34%-1.67%3.52%
2020-20.49%32.24%11.19%21.63%
201919.73%6.88%-1.12%6.79%
20182.50%1.88%7.92%-16.08%
20177.05%3.71%3.72%5.52%
2016-2.45%3.13%4.53%-2.04%
20157.96%-0.62%-8.05%3.03%
20142.57%1.63%-1.72%5.30%
20139.41%1.40%10.90%6.19%
201217.80%-4.73%4.54%-1.32%
20117.69%0.82%-20.25%7.69%
20108.53%-10.93%18.31%14.53%
2009-3.33%14.86%17.19%4.91%
2008-14.91%8.76%-20.85%-26.68%
20078.64%15.01%8.82%6.91%
200613.11%-3.30%-5.03%12.45%
20051.79%3.02%12.46%3.36%
20041.82%0.63%-6.50%11.52%
2003-5.42%11.11%3.47%11.50%
20024.17%-9.17%-13.63%2.61%
2001-19.94%9.19%-20.14%6.21%
200016.95%-3.67%14.93%-9.54%
19991.13%10.53%-3.83%40.26%
199811.30%-3.44%-21.20%17.70%
1997-8.64%N/AN/AN/A

Rank In Category (By Total Return)

YTD18
1-Month16
3-Month14
1-Year30
3-Year46
5-Year37

Load Adjusted Returns

1-Year13.29%
3-Year-3.13%
5-Year7.98%
10-Year9.30%