Canada markets closed

American Century Heritage R (ATHWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
20.29+0.02 (+0.10%)
At close: 06:26PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.89%
5-Year Average Return10.19%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (May 15, 2024)41.80%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return41.80%
Worst 3-Yr Total Return-1.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnATHWXCategory
YTD6.51%10.80%
1-Month-5.21%4.43%
3-Month6.34%7.00%
1-Year19.91%48.17%
3-Year-1.43%21.26%
5-Year9.00%20.18%
10-Year9.68%14.07%
Last Bull Market34.20%27.14%
Last Bear Market-22.41%-21.26%

Annual Total Return (%) History

Year
ATHWXCategory
2024
N/AN/A
2023
19.97%N/A
2022
-28.50%N/A
2021
10.56%N/A
2020
41.80%39.26%
2019
34.79%32.52%
2018
-5.62%-6.65%
2017
21.20%23.91%
2016
2.74%6.03%
2015
1.37%-0.95%
2014
7.64%7.00%
2013
30.37%34.93%
2012
15.47%14.07%
2011
-6.99%-3.96%
2010
30.69%24.61%
2009
36.11%39.11%
2008
-46.41%-43.77%
2007
N/A15.09%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.36%N/AN/AN/A
20238.65%5.15%-5.35%10.96%
2022-14.32%-22.41%2.38%5.05%
20210.45%8.26%-1.72%3.46%
2020-20.53%32.13%11.12%21.53%
201919.65%6.78%-1.17%6.75%
20182.44%1.87%7.81%-16.11%
20176.97%3.70%3.66%5.41%
2016-2.53%3.06%4.50%-2.13%
20157.85%-0.70%-8.07%2.96%
20142.51%1.58%-1.79%5.26%
20139.40%1.34%10.79%6.13%
201217.73%-4.76%4.48%-1.44%
20117.62%0.76%-20.28%7.59%
20108.51%-10.92%18.19%14.40%
2009-3.34%14.73%17.09%4.82%
2008-14.93%8.70%-20.94%-26.69%
20076.82%N/AN/AN/A

Rank In Category (By Total Return)

YTD19
1-Month15
3-Month15
1-Year31
3-Year48
5-Year44

Load Adjusted Returns

1-Year19.91%
3-Year-1.43%
5-Year9.00%
10-Year9.68%