ATHWX
American Century Heritage-R
$20.16
-0.17 (-0.84%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 5756.285M |
| 52 Week High | 20.6 |
| 52 Week Low | 15.177 |
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Key Data
| Symbol | ATHWX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 20.16 |
| Price Yesterday | 20.33 |
| Market Cap | 5,756.29 |
| YTD Return | 10.28% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.015 |
Overview
| 52 Week High | 20.60 |
|---|---|
| 52 Week Low | 15.18 |
| Market Cap | 5,756.29M |
| Shares Outstanding | 285.53M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.85% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.85% |
Returns Annualized
| One Day | -87.98% |
|---|---|
| Five Days | 16.23% |
| One Months | 32.94% |
| Three Months | -6.39% |
| Six Months | 26.07% |
| Nine Months | 31.62% |
| One Year | 17.71% |
| Three Years | -1.82% |
| Five Years | 9.00% |
| Ten Years | 9.49% |
| YTD | 20.92% |
| Since Inception | 8.05% |
Returns Total
| One Day | -0.84% |
|---|---|
| Five Days | 0.30% |
| One Month | 2.28% |
| Three Months | -1.61% |
| Six Months | 12.06% |
| Nine Months | 22.59% |
| One Year | 17.70% |
| Three Years | -5.32% |
| Five Years | 53.68% |
| Ten Years | 147.06% |
| YTD | 10.28% |
| Since Inception | 265.48% |
Yearly Returns
| 2024 | 10.28% |
|---|---|
| 2023 | 19.97% |
| 2022 | -28.49% |
| 2021 | 10.56% |
| 2020 | 41.80% |
| 2019 | 34.79% |
| 2018 | -5.62% |
| 2017 | 21.20% |
| 2016 | 2.74% |
| 2015 | 1.36% |
Risk against SP-DA
| Alpha | -14.86% |
|---|---|
| Beta | 1.17 |
| Correlation | 84.64% |
| Downside Deviation | 3.95% |
| Coefficient of determination | 71.65% |
| Standard Deviation | 4.43% |
| Sharpe Ratio | -0.72 |
| Sortino | -2.79 |
| Treynor | 10.58 |
| Ulcer Index | 5.62 |
| Ulcer Performance Index | -1.96 |