Nasdaq - Delayed Quote USD

American Century Heritage R (ATHWX)

20.14 -0.06 (-0.30%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 10.18%
5y Average Return 9.80%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Jun 26, 2024) 41.80%
Worst 1Y Total Return (Jun 26, 2024) --
Best 3Y Total Return 41.80%
Worst 3Y Total Return -1.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ATHWX
Category
YTD
7.82%
10.80%
1-Month
1.23%
4.43%
3-Month
-1.40%
7.00%
1-Year
20.65%
48.17%
3-Year
-0.00%
21.26%
5-Year
10.54%
20.18%
10-Year
9.57%
14.07%
Last Bull Market
34.20%
27.14%
Last Bear Market
-22.41%
-21.26%

Annual Total Return (%) History

Year
ATHWX
Category
2024
--
--
2023
19.97%
--
2022
-28.50%
--
2021
10.56%
--
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
--
15.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.36% -- -- --
2023 8.65% 5.15% -5.35% 10.96%
2022 -14.32% -22.41% 2.38% 5.05%
2021 0.45% 8.26% -1.72% 3.46%
2020 -20.53% 32.13% 11.12% 21.53%
2019 19.65% 6.78% -1.17% 6.75%
2018 2.44% 1.87% 7.81% -16.11%
2017 6.97% 3.70% 3.66% 5.41%
2016 -2.53% 3.06% 4.50% -2.13%
2015 7.85% -0.70% -8.07% 2.96%

2014 2.51% 1.58% -1.79% 5.26%
2013 9.40% 1.34% 10.79% 6.13%
2012 17.73% -4.76% 4.48% -1.44%
2011 7.62% 0.76% -20.28% 7.59%
2010 8.51% -10.92% 18.19% 14.40%
2009 -3.34% 14.73% 17.09% 4.82%
2008 -14.93% 8.70% -20.94% -26.69%
2007 6.82% -- -- --

Rank in Category (By Total Return)

YTD 26
1-Month 76
3-Month 44
1-Year 40
3-Year 46
5-Year 42

Load Adjusted Returns

1-Year 20.65%
3-Year -0.00%
5-Year 10.54%
10-Year 9.57%

Performance & Risk

YTD Return 10.18%
5y Average Return 9.80%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family American Century Investments
Net Assets 5.67B
YTD Return 7.82%
Yield 0.00%
Morningstar Rating
Inception Date Mar 01, 2022

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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