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American Century Heritage R6 (ATHDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.08-0.07 (-0.25%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.13%
5-year average return10.58%
Number of years up8
Number of years down2
Best 1-yr total return (26 Jun 2024)43.01%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return43.01%
Worst 3-yr total return-0.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATHDXCategory
YTD8.17%10.80%
1-month1.26%4.43%
3-month-1.23%7.00%
1-year21.63%48.17%
3-year0.85%21.26%
5-year11.48%20.18%
10-year10.50%14.07%
Last bull market34.68%27.14%
Last bear market-22.23%-21.26%

Annual total return (%) history

Year
ATHDXCategory
2024
N/AN/A
2023
20.98%N/A
2022
-27.86%N/A
2021
11.49%N/A
2020
43.01%39.26%
2019
35.92%32.52%
2018
-4.82%-6.65%
2017
22.27%23.91%
2016
3.54%6.03%
2015
2.29%-0.95%
2014
8.55%7.00%
2013
N/A34.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.59%N/AN/AN/A
20238.87%5.36%-5.13%11.17%
2022-14.10%-22.23%2.61%5.24%
20210.69%8.45%-1.51%3.67%
2020-20.38%32.49%11.31%21.79%
201919.85%7.07%-1.00%6.99%
20182.66%2.06%8.09%-15.96%
20177.24%3.88%3.90%5.65%
2016-2.37%3.30%4.70%-1.95%
20158.11%-0.49%-7.92%3.25%
20142.74%1.78%-1.56%5.46%
20136.35%N/AN/AN/A

Rank in category (by total return)

YTD24
1-month76
3-month42
1-year32
3-year38
5-year26

Load adjusted returns

1-year21.63%
3-year0.85%
5-year11.48%
10-year10.50%