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Australia markets close in 4 hours 33 minutes
ALL ORDS
8,036.40
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(+0.53%)
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American Century Heritage A (ATHAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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20.19
+0.11
(+0.55%)
At close: 08:01PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
19
Number of years down
7
Best 1-yr total return (7 May 2024)
42.20%
Worst 1-yr total return (7 May 2024)
N/A
Risk statistics
3 years
ATHAX
Category average
5 years
ATHAX
Category average
10 years
ATHAX
Category average
Alpha
-8.94
0.01
-4.11
0.01
-2.9
-0.02
BETA
1.15
0.01
1.13
0.01
1.11
0.01
Mean annual return
0.11
0.02
0.96
0.02
0.94
0.01
R-squared
80.48
0.82
80.35
0.79
81.64
0.8
Standard deviation
22.7
0.23
23.26
0.19
18.74
0.17
Sharpe ratio
-0.08
0.01
0.4
0.01
0.52
0.01
Treynor ratio
-3.74
0.18
6.26
0.17
7.59
0.12
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