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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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
9.47%
5-year average return
10.68%
Number of years up
4
Number of years down
2
Best 1-yr total return (13 Jun 2024)
42.95%
Worst 1-yr total return (13 Jun 2024)
N/A
Best 3-yr total return
42.95%
Worst 3-yr total return
-0.89%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
ATHYX
Category
YTD
8.17%
10.80%
1-month
1.29%
4.43%
3-month
-1.19%
7.00%
1-year
21.68%
48.17%
3-year
0.85%
21.26%
5-year
11.49%
20.18%
10-year
10.39%
14.07%
Last bull market
34.73%
27.14%
Last bear market
-22.23%
-21.26%
Annual total return (%) history
Year
ATHYX
Category
2024
N/A
N/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/A
23.91%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
12.59%
N/A
N/A
N/A
2023
8.87%
5.36%
-5.13%
11.21%
2022
-14.13%
-22.23%
2.61%
5.24%
2021
0.69%
8.45%
-1.51%
3.71%
2020
-20.42%
32.49%
11.31%
21.79%
2019
19.90%
7.02%
-1.00%
7.04%
2018
2.62%
2.06%
8.09%
-15.96%
2017
3.90%
5.69%
N/A
N/A
Rank in category (by total return)
YTD
24
1-month
74
3-month
41
1-year
30
3-year
38
5-year
26
Load adjusted returns
1-year
21.68%
3-year
0.85%
5-year
11.49%
10-year
10.39%
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