Nasdaq - Delayed Quote USD

American Century Heritage A (ATHAX)

20.38
+0.20
+(0.99%)
At close: May 30 at 8:04:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.12%
5y Average Return 11.16%
Number of Years Up 20
Number of Years Down 7
Best 1Y Total Return (May 29, 2025) 42.20%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 42.20%
Worst 3Y Total Return -1.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ATHAX
Category
年初至今
-5.21%
10.80%
1-Month
3.11%
4.43%
3-Month
-11.20%
7.00%
1-Year
10.78%
48.17%
3-Year
10.30%
21.26%
5-Year
11.72%
20.18%
10-Year
9.39%
14.07%
Last Bull Market
23.87%
27.14%
Last Bear Market
-22.34%
-21.26%

Annual Total Return (%) History

年份
ATHAX
Category
2025
--
--
2024
24.55%
--
2023
20.24%
--
2022
-28.28%
--
2021
10.81%
--
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
--
17.98%

Past Quarterly Returns

年份Q1Q2Q3Q4
2025 -8.07% -- -- --
2024 12.45% -1.73% 5.66% 6.67%
2023 8.67% 5.20% -5.22% 10.98%
2022 -14.23% -22.34% 2.42% 5.13%
2021 0.49% 8.34% -1.67% 3.52%
2020 -20.49% 32.24% 11.19% 21.63%
2019 19.73% 6.88% -1.12% 6.79%
2018 2.50% 1.88% 7.92% -16.08%
2017 7.05% 3.71% 3.72% 5.52%
2016 -2.45% 3.13% 4.53% -2.04%

2015 7.96% -0.62% -8.05% 3.03%
2014 2.57% 1.63% -1.72% 5.30%
2013 9.41% 1.40% 10.90% 6.19%
2012 17.80% -4.73% 4.54% -1.32%
2011 7.69% 0.82% -20.25% 7.69%
2010 8.53% -10.93% 18.31% 14.53%
2009 -3.33% 14.86% 17.19% 4.91%
2008 -14.91% 8.76% -20.85% -26.68%
2007 8.64% 15.01% 8.82% 6.91%
2006 13.11% -3.30% -5.03% 12.45%
2005 1.79% 3.02% 12.46% 3.36%
2004 1.82% 0.63% -6.50% 11.52%
2003 -5.42% 11.11% 3.47% 11.50%
2002 4.17% -9.17% -13.63% 2.61%
2001 -19.94% 9.19% -20.14% 6.21%
2000 16.95% -3.67% 14.93% -9.54%
1999 1.13% 10.53% -3.83% 40.26%
1998 11.30% -3.44% -21.20% 17.70%
1997 -8.64% -- -- --

Rank in Category (By Total Return)

YTD 27
1-Month 22
3-Month 40
1-Year 18
3-Year 11
5-Year 22

Load Adjusted Returns

1-Year 4.41%
3-Year 8.15%
5-Year 10.40%
10-Year 8.74%

Performance & Risk

YTD Return 3.12%
5y Average Return 11.16%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family American Century Investments
Net Assets 5.61B
YTD Return -5.21%
Yield 0.00%
Morningstar Rating
Inception Date Jul 26, 2013

Fund Summary

The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time, using an investment strategy developed by the fund's investment advisor. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. Management of the fund is based on the belief that durable franchises in a growing industry can sustain above average earnings growth.

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