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American Century Heritage C (AHGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.92-0.04 (-0.33%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.37%
5-year average return9.78%
Number of years up17
Number of years down5
Best 1-yr total return (21 May 2024)41.01%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return41.01%
Worst 3-yr total return-2.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAHGCXCategory
YTD6.30%10.80%
1-month-5.28%4.43%
3-month6.20%7.00%
1-year19.37%48.17%
3-year-1.94%21.26%
5-year8.44%20.18%
10-year9.13%14.07%
Last bull market33.98%27.14%
Last bear market-22.51%-21.26%

Annual total return (%) history

Year
AHGCXCategory
2024
N/AN/A
2023
19.39%N/A
2022
-28.87%N/A
2021
10.05%N/A
2020
41.01%39.26%
2019
34.25%32.52%
2018
-6.16%-6.65%
2017
20.60%23.91%
2016
2.24%6.03%
2015
0.86%-0.95%
2014
7.11%7.00%
2013
29.68%34.93%
2012
14.88%14.07%
2011
-7.42%-3.96%
2010
30.05%24.61%
2009
35.45%39.11%
2008
-46.71%-43.77%
2007
44.37%15.09%
2006
15.86%9.00%
2005
21.11%9.84%
2004
5.93%13.23%
2003
20.54%35.96%
2002
-16.88%-27.24%
2001
N/A-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.22%N/AN/AN/A
20238.49%5.02%-5.44%10.83%
2022-14.39%-22.51%2.22%4.91%
20210.34%8.12%-1.88%3.38%
2020-20.69%32.08%10.90%21.38%
201919.58%6.70%-1.36%6.67%
20182.32%1.75%7.67%-16.28%
20176.83%3.58%3.52%5.28%
2016-2.64%2.96%4.34%-2.24%
20157.76%-0.85%-8.17%2.80%
20142.40%1.42%-1.88%5.11%
20139.21%1.24%10.69%5.96%
201217.56%-4.90%4.34%-1.53%
20117.48%0.68%-20.43%7.53%
20108.36%-11.04%18.05%14.28%
2009-3.50%14.69%16.89%4.70%
2008-15.09%8.60%-21.04%-26.81%
20078.53%14.73%8.63%6.74%
200612.85%-3.47%-5.20%12.20%
20051.66%2.84%12.29%3.16%
20041.57%0.36%-6.54%11.18%
2003-5.58%10.87%3.41%11.34%
20023.90%-9.29%-13.78%2.28%
2001-20.33%6.21%N/AN/A

Rank in category (by total return)

YTD19
1-month16
3-month15
1-year35
3-year53
5-year52

Load adjusted returns

1-year18.37%
3-year-1.94%
5-year8.44%
10-year9.13%