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American Century Heritage R (ATHWX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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20.23
+0.09
(+0.45%)
At close: 08:01PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
12
Number of years down
4
Best 1-yr total return (25 Jun 2024)
41.80%
Worst 1-yr total return (25 Jun 2024)
N/A
Risk statistics
3 years
ATHWX
Category average
5 years
ATHWX
Category average
10 years
ATHWX
Category average
Alpha
-9.25
0.01
-5.54
0.01
-3.46
-0.02
BETA
1.14
0.01
1.13
0.01
1.1
0.01
Mean annual return
0.21
0.02
1.06
0.02
0.91
0.01
R-squared
80.16
0.82
79.61
0.79
81.21
0.8
Standard deviation
22.64
0.23
23.05
0.19
18.72
0.17
Sharpe ratio
-0.03
0.01
0.45
0.01
0.5
0.01
Treynor ratio
-2.88
0.18
7.34
0.17
7.24
0.12
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