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American Century Heritage Y (ATHYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.70-0.15 (-0.54%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.31%
5-Year Average Return10.82%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 6, 2024)42.95%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return42.95%
Worst 3-Yr Total Return-0.89%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnATHYXCategory
YTD6.79%10.80%
1-Month-5.15%4.43%
3-Month6.58%7.00%
1-Year20.98%48.17%
3-Year-0.58%21.26%
5-Year9.93%20.18%
10-Year10.50%14.07%
Last Bull Market34.73%27.14%
Last Bear Market-22.23%-21.26%

Annual Total Return (%) History

Year
ATHYXCategory
2024
N/AN/A
2023
21.03%N/A
2022
-27.88%N/A
2021
11.53%N/A
2020
42.95%39.26%
2019
35.98%32.52%
2018
-4.86%-6.65%
2017
N/A23.91%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.59%N/AN/AN/A
20238.87%5.36%-5.13%11.21%
2022-14.13%-22.23%2.61%5.24%
20210.69%8.45%-1.51%3.71%
2020-20.42%32.49%11.31%21.79%
201919.90%7.02%-1.00%7.04%
20182.62%2.06%8.09%-15.96%
20173.90%5.69%N/AN/A

Rank In Category (By Total Return)

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

Load Adjusted Returns

1-Year20.98%
3-Year-0.58%
5-Year9.93%
10-Year10.50%