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American Century Heritage I (ATHIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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27.11
+0.22
(+0.82%)
At close: 05:19PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
20
Number of years down
6
Best 1-yr total return (12 May 2024)
42.77%
Worst 1-yr total return (12 May 2024)
N/A
Risk statistics
3 years
ATHIX
Category average
5 years
ATHIX
Category average
10 years
ATHIX
Category average
Alpha
-8.47
0.01
-3.65
0.01
-2.45
-0.02
BETA
1.15
0.01
1.13
0.01
1.11
0.01
Mean annual return
0.15
0.02
1
0.02
0.98
0.01
R-squared
80.47
0.82
80.38
0.79
81.66
0.8
Standard deviation
22.72
0.23
23.27
0.19
18.75
0.17
Sharpe ratio
-0.06
0.01
0.42
0.01
0.54
0.01
Treynor ratio
-3.34
0.18
6.7
0.17
8.03
0.12
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