American Century Heritage R5 (ATHGX)

23.19 +0.37 (+1.62%) USD  |  Aug 12 2022

ATHGX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
American Century Heritage R5
16.04%
31.02%
8.16%
1.91%
3.21%
22.06%
-4.99%
35.77%
42.77%
11.36%
-18.86%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.34%
Voya MidCap Opportunities R
13.36%
30.75%
8.15%
-0.31%
6.54%
24.17%
-8.25%
28.35%
39.82%
11.26%
-17.25%
Lord Abbett Growth Opportunities R2
13.51%
36.83%
5.94%
2.30%
0.69%
22.46%
-3.73%
36.32%
39.54%
6.24%
-20.00%
Principal MidCap Growth III R1
8.48%
34.37%
6.41%
-2.69%
3.69%
23.57%
-5.32%
34.12%
35.36%
15.06%
-16.32%
Columbia Select Mid Cap Gro Fd R
10.48%
30.58%
6.72%
4.71%
1.63%
22.30%
-5.66%
34.51%
34.51%
15.92%
-20.18%
As of August 12, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
American Century Heritage R5
19.78%
19.54%
-4.14%
-19.14%
11.11%
13.05%
12.01%
9.35%
11.32%
11.47%
S&P 500 Total Return
12.23%
9.38%
-2.35%
-2.61%
15.98%
13.90%
13.98%
9.68%
10.25%
10.20%
Voya MidCap Opportunities R
17.93%
18.11%
-4.45%
-17.74%
11.61%
11.10%
11.30%
9.67%
10.87%
9.86%
Lord Abbett Growth Opportunities R2
15.05%
15.90%
-5.93%
-21.57%
9.09%
11.40%
11.21%
8.74%
9.71%
9.60%
Principal MidCap Growth III R1
17.35%
18.21%
-2.90%
-14.76%
11.86%
12.97%
11.59%
7.84%
9.91%
5.42%
Columbia Select Mid Cap Gro Fd R
20.93%
22.87%
-6.11%
-18.90%
10.75%
11.81%
11.23%
8.51%
9.72%
7.52%
As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022