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American Century Heritage R6 (ATHDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.48-0.22 (-0.79%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.49%
5-Year Average Return10.61%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (May 7, 2024)43.01%
Worst 1 Yr Total Return (May 7, 2024)N/A
Best 3-Yr Total Return43.01%
Worst 3-Yr Total Return-0.91%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnATHDXCategory
YTD6.83%10.80%
1-Month-5.12%4.43%
3-Month6.58%7.00%
1-Year20.98%48.17%
3-Year-0.58%21.26%
5-Year9.93%20.18%
10-Year10.62%14.07%
Last Bull Market34.68%27.14%
Last Bear Market-22.23%-21.26%

Annual Total Return (%) History

Year
ATHDXCategory
2024
N/AN/A
2023
20.98%N/A
2022
-27.86%N/A
2021
11.49%N/A
2020
43.01%39.26%
2019
35.92%32.52%
2018
-4.82%-6.65%
2017
22.27%23.91%
2016
3.54%6.03%
2015
2.29%-0.95%
2014
8.55%7.00%
2013
N/A34.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.59%N/AN/AN/A
20238.87%5.36%-5.13%11.17%
2022-14.10%-22.23%2.61%5.24%
20210.69%8.45%-1.51%3.67%
2020-20.38%32.49%11.31%21.79%
201919.85%7.07%-1.00%6.99%
20182.66%2.06%8.09%-15.96%
20177.24%3.88%3.90%5.65%
2016-2.37%3.30%4.70%-1.95%
20158.11%-0.49%-7.92%3.25%
20142.74%1.78%-1.56%5.46%
20136.35%N/AN/AN/A

Rank In Category (By Total Return)

YTD17
1-Month13
3-Month14
1-Year25
3-Year41
5-Year23

Load Adjusted Returns

1-Year20.98%
3-Year-0.58%
5-Year9.93%
10-Year10.62%