ATHWX
American Century Heritage-R
$19.68
0.35 (1.81%)
Currency in USD / Last Updated: 4/23/2024
Category | MidCap Growth |
---|---|
Market Cap | 5685.139M |
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 | 19.68 |
Price Yesterday | 19.33 |
Market Cap | 5,685.14 |
YTD Return | 7.66% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0151 |
Overview
52 Week High | 20.60 |
---|---|
52 Week Low | 15.18 |
Market Cap | 5,685.14M |
Shares Outstanding | 288.88M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.87% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.87% |
Returns Annualized
One Day | 9,143.70% |
---|---|
Five Days | 0.00% |
One Months | -38.04% |
Three Months | 28.37% |
Six Months | 59.75% |
Nine Months | 13.32% |
One Year | 20.27% |
Three Years | -1.58% |
Five Years | 9.36% |
Ten Years | 9.68% |
YTD | 26.95% |
Since Inception | 8.00% |
Returns Total
One Day | 1.81% |
---|---|
Five Days | 0.00% |
One Month | -3.91% |
Three Months | 6.44% |
Six Months | 26.13% |
Nine Months | 9.88% |
One Year | 20.25% |
Three Years | -4.65% |
Five Years | 56.33% |
Ten Years | 151.37% |
YTD | 7.66% |
Since Inception | 256.78% |
Yearly Returns
2024 | 7.66% |
---|---|
2023 | 19.97% |
2022 | -28.50% |
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 | -9.85% |
---|---|
Beta | 1.29 |
Correlation | 95.77% |
Downside Deviation | 4.12% |
Coefficient of determination | 91.73% |
Standard Deviation | 4.60% |
Sharpe Ratio | -0.27 |
Sortino | -1.06 |
Treynor | 11.58 |
Ulcer Index | 5.47 |
Ulcer Performance Index | -0.79 |