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American Century Heritage Y (ATHYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.74-0.14 (-0.50%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.47%
5-year average return10.68%
Number of years up4
Number of years down2
Best 1-yr total return (13 Jun 2024)42.95%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return42.95%
Worst 3-yr total return-0.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATHYXCategory
YTD8.17%10.80%
1-month1.29%4.43%
3-month-1.19%7.00%
1-year21.68%48.17%
3-year0.85%21.26%
5-year11.49%20.18%
10-year10.39%14.07%
Last bull market34.73%27.14%
Last bear market-22.23%-21.26%

Annual total return (%) history

Year
ATHYXCategory
2024
N/AN/A
2023
21.03%N/A
2022
-27.88%N/A
2021
11.53%N/A
2020
42.95%39.26%
2019
35.98%32.52%
2018
-4.86%-6.65%
2017
N/A23.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.59%N/AN/AN/A
20238.87%5.36%-5.13%11.21%
2022-14.13%-22.23%2.61%5.24%
20210.69%8.45%-1.51%3.71%
2020-20.42%32.49%11.31%21.79%
201919.90%7.02%-1.00%7.04%
20182.62%2.06%8.09%-15.96%
20173.90%5.69%N/AN/A

Rank in category (by total return)

YTD24
1-month74
3-month41
1-year30
3-year38
5-year26

Load adjusted returns

1-year21.68%
3-year0.85%
5-year11.49%
10-year10.39%