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American Century Heritage Inv (TWHIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.63-0.13 (-0.55%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.00%
5-year average return10.04%
Number of years up27
Number of years down9
Best 1-yr total return (6 Jun 2024)42.48%
Worst 1-yr total return (6 Jun 2024)N/A
Best 3-yr total return42.48%
Worst 3-yr total return-1.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTWHIXCategory
YTD8.00%10.80%
1-month1.24%4.43%
3-month-1.29%7.00%
1-year21.26%48.17%
3-year0.51%21.26%
5-year11.10%20.18%
10-year10.12%14.07%
Last bull market34.51%27.14%
Last bear market-22.31%-21.26%

Annual total return (%) history

Year
TWHIXCategory
2024
N/AN/A
2023
20.64%N/A
2022
-28.14%N/A
2021
11.10%N/A
2020
42.48%39.26%
2019
35.52%32.52%
2018
-5.17%-6.65%
2017
21.85%23.91%
2016
3.21%6.03%
2015
1.91%-0.95%
2014
8.16%7.00%
2013
31.02%34.93%
2012
16.04%14.07%
2011
-6.53%-3.96%
2010
31.37%24.61%
2009
36.85%39.11%
2008
-46.17%-43.77%
2007
45.77%15.09%
2006
17.05%9.00%
2005
22.23%9.84%
2004
7.05%13.23%
2003
21.65%35.96%
2002
-15.97%-27.24%
2001
-25.57%-19.98%
2000
17.39%-4.78%
1999
51.28%60.49%
1998
-0.15%18.76%
1997
19.35%17.98%
1996
15.31%18.11%
1995
26.66%34.57%
1994
-6.32%-1.85%
1993
20.43%13.88%
1992
10.14%7.07%
1991
35.96%49.71%
1990
-9.18%-5.37%
1989
33.95%29.88%
1988
16.42%13.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.48%N/AN/AN/A
20238.81%5.23%-5.16%11.09%
2022-14.19%-22.31%2.54%5.12%
20210.58%8.34%-1.60%3.61%
2020-20.45%32.32%11.23%21.70%
201919.77%6.95%-1.05%6.92%
20182.58%1.95%8.00%-16.04%
20177.14%3.79%3.79%5.58%
2016-2.40%3.19%4.58%-2.01%
20157.99%-0.55%-8.00%3.14%
20142.63%1.68%-1.62%5.35%
20139.51%1.47%10.94%6.27%
201217.85%-4.63%4.63%-1.32%
20117.72%0.93%-20.21%7.75%
20108.64%-10.84%18.36%14.58%
2009-3.26%14.97%17.26%4.93%
2008-14.82%8.78%-20.82%-26.63%
20078.80%15.02%8.91%6.96%
200613.19%-3.25%-4.95%12.44%
20051.86%3.15%12.53%3.39%
20041.81%0.71%-6.34%11.48%
2003-5.27%11.14%3.65%11.48%
20024.25%-9.12%-13.55%2.59%
2001-19.86%9.26%-20.17%6.49%
200017.01%-3.61%14.97%-9.47%
19991.31%10.51%-3.74%40.37%
199811.39%-3.36%-21.16%17.65%
1997-2.32%16.28%15.03%-8.65%
19963.13%3.21%4.46%3.71%
19957.49%9.35%11.83%-3.64%
1994-3.96%-4.22%5.12%-3.12%
19938.81%0.39%9.73%0.46%
19922.40%-7.88%4.86%11.35%
199117.28%-3.37%9.69%9.37%
1990-3.53%8.82%-17.08%4.34%
19897.40%10.78%15.00%-2.09%
19887.59%9.12%-2.84%2.06%

Rank in category (by total return)

YTD24
1-month76
3-month43
1-year34
3-year40
5-year31

Load adjusted returns

1-year21.26%
3-year0.51%
5-year11.10%
10-year10.12%