TWHIX
American Century Heritage-Inv
$24.18
-0.21 (-0.86%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 5756.75M |
| 52 Week High | 24.68 |
| 52 Week Low | 18.137 |
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Key Data
| Symbol | TWHIX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 24.18 |
| Price Yesterday | 24.39 |
| Market Cap | 5,756.75 |
| YTD Return | 10.51% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.01 |
Overview
| 52 Week High | 24.68 |
|---|---|
| 52 Week Low | 18.14 |
| Market Cap | 5,756.75M |
| Shares Outstanding | 238.08M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.71% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.71% |
Returns Annualized
| One Day | -88.71% |
|---|---|
| Five Days | 15.75% |
| One Months | 33.67% |
| Three Months | -5.99% |
| Six Months | 26.63% |
| Nine Months | 32.25% |
| One Year | 18.27% |
| Three Years | -1.34% |
| Five Years | 9.54% |
| Ten Years | 10.04% |
| YTD | 21.40% |
| Since Inception | 11.19% |
Returns Total
| One Day | -0.86% |
|---|---|
| Five Days | 0.29% |
| One Month | 2.33% |
| Three Months | -1.51% |
| Six Months | 12.31% |
| Nine Months | 23.02% |
| One Year | 18.25% |
| Three Years | -3.94% |
| Five Years | 57.54% |
| Ten Years | 159.72% |
| YTD | 10.51% |
| Since Inception | 4361.25% |
Yearly Returns
| 2024 | 10.51% |
|---|---|
| 2023 | 20.64% |
| 2022 | -28.15% |
| 2021 | 11.10% |
| 2020 | 42.48% |
| 2019 | 35.51% |
| 2018 | -5.17% |
| 2017 | 21.85% |
| 2016 | 3.20% |
| 2015 | 1.91% |
Risk against SP-DA
| Alpha | -14.44% |
|---|---|
| Beta | 1.17 |
| Correlation | 84.98% |
| Downside Deviation | 3.92% |
| Coefficient of determination | 72.21% |
| Standard Deviation | 4.43% |
| Sharpe Ratio | -0.68 |
| Sortino | -2.66 |
| Treynor | 11.01 |
| Ulcer Index | 5.57 |
| Ulcer Performance Index | -1.88 |