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American Century Heritage R5 (ATHGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.39+0.09 (+0.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.89%
5-year average return10.30%
Number of years up4
Number of years down2
Best 1-yr total return (20 Jun 2024)42.77%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return42.77%
Worst 3-yr total return-1.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATHGXCategory
YTD8.10%10.80%
1-month1.29%4.43%
3-month-1.22%7.00%
1-year21.49%48.17%
3-year0.71%21.26%
5-year11.32%20.18%
10-year10.28%14.07%
Last bull market34.59%27.14%
Last bear market-22.26%-21.26%

Annual total return (%) history

Year
ATHGXCategory
2024
N/AN/A
2023
20.86%N/A
2022
-27.99%N/A
2021
11.36%N/A
2020
42.77%39.26%
2019
35.77%32.52%
2018
-4.99%-6.65%
2017
N/A23.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.55%N/AN/AN/A
20238.84%5.31%-5.13%11.14%
2022-14.17%-22.26%2.57%5.21%
20210.63%8.44%-1.57%3.68%
2020-20.42%32.44%11.28%21.73%
201919.83%7.03%-1.02%6.96%
20182.60%2.04%8.04%-16.00%
20173.84%5.61%N/AN/A

Rank in category (by total return)

YTD24
1-month74
3-month42
1-year33
3-year39
5-year28

Load adjusted returns

1-year21.49%
3-year0.71%
5-year11.32%
10-year10.28%