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American Century Heritage I (ATHIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.77-0.22 (-0.82%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.42%
5-Year Average Return10.44%
Number of Years Up20
Number of Years Down6
Best 1 Yr Total Return (May 7, 2024)42.77%
Worst 1 Yr Total Return (May 7, 2024)N/A
Best 3-Yr Total Return42.77%
Worst 3-Yr Total Return-1.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnATHIXCategory
YTD6.76%10.80%
1-Month-5.15%4.43%
3-Month6.55%7.00%
1-Year20.82%48.17%
3-Year-0.73%21.26%
5-Year9.77%20.18%
10-Year10.45%14.07%
Last Bull Market34.60%27.14%
Last Bear Market-22.26%-21.26%

Annual Total Return (%) History

Year
ATHIXCategory
2024
N/AN/A
2023
20.81%N/A
2022
-27.97%N/A
2021
11.32%N/A
2020
42.77%39.26%
2019
35.77%32.52%
2018
-4.99%-6.65%
2017
22.08%23.91%
2016
3.42%6.03%
2015
2.12%-0.95%
2014
8.36%7.00%
2013
31.27%34.93%
2012
16.26%14.07%
2011
-6.30%-3.96%
2010
31.55%24.61%
2009
37.07%39.11%
2008
-46.01%-43.77%
2007
46.02%15.09%
2006
17.33%9.00%
2005
22.43%9.84%
2004
7.26%13.23%
2003
21.83%35.96%
2002
-15.73%-27.24%
2001
-25.34%-19.98%
2000
17.59%-4.78%
1999
51.52%60.49%
1998
0.14%18.76%
1997
N/A17.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.56%N/AN/AN/A
20238.79%5.31%-5.13%11.14%
2022-14.14%-22.26%2.57%5.21%
20210.63%8.44%-1.57%3.65%
2020-20.42%32.44%11.28%21.73%
201919.83%7.03%-1.02%6.96%
20182.60%2.04%8.04%-16.00%
20177.19%3.86%3.84%5.61%
2016-2.38%3.27%4.64%-1.95%
20158.09%-0.53%-7.94%3.18%
20142.70%1.70%-1.60%5.43%
20139.53%1.56%11.00%6.31%
201217.88%-4.60%4.69%-1.25%
20117.79%0.95%-20.15%7.84%
20108.66%-10.79%18.43%14.60%
2009-3.28%15.04%17.31%5.01%
2008-14.78%8.89%-20.81%-26.53%
20078.80%15.14%8.91%7.03%
200613.25%-3.15%-4.94%12.54%
20051.92%3.11%12.64%3.42%
20041.88%0.70%-6.29%11.56%
2003-5.35%11.30%3.63%11.60%
20024.32%-9.08%-13.48%2.69%
2001-19.78%9.33%-20.13%6.57%
200017.06%-3.55%15.05%-9.48%
19991.31%10.59%-3.74%40.50%
199811.48%-3.28%-21.13%17.75%
199715.10%-8.61%N/AN/A

Rank In Category (By Total Return)

YTD17
1-Month14
3-Month14
1-Year26
3-Year42
5-Year25

Load Adjusted Returns

1-Year20.82%
3-Year-0.73%
5-Year9.77%
10-Year10.45%