American Century Heritage Fund (TWHIX)
The investment seeks long-term capital growth. The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time, using an investment strategy developed by the fund's investment advisor. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. Management of the fund is based on the belief that durable franchises in a growing industry can sustain above average earnings growth.
Fund Info
US0250837913
025083791
Nov 10, 1987
$2,500
Mid-Cap
Growth
Expense Ratio
TWHIX has a high expense ratio of 1.00%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Century Heritage Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Century Heritage Fund had a return of 8.28% year-to-date (YTD) and 10.90% in the last 12 months. Over the past 10 years, American Century Heritage Fund had an annualized return of 0.20%, while the S&P 500 had an annualized return of 11.31%, indicating that American Century Heritage Fund did not perform as well as the benchmark.
TWHIX
8.28%
3.29%
4.08%
10.90%
3.15%
0.20%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of TWHIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.77% | 8.28% | |||||||||||
| 2024 | 0.18% | 9.22% | 2.80% | -5.16% | 1.24% | 2.41% | -0.33% | 3.23% | 2.77% | 0.47% | 12.56% | -17.83% | 8.68% |
| 2023 | 8.37% | -0.40% | 0.81% | -1.91% | 0.67% | 6.57% | 3.01% | -3.15% | -4.93% | -7.10% | 11.33% | 6.58% | 19.69% |
| 2022 | -14.70% | -0.64% | 0.41% | -11.54% | -4.87% | -7.68% | 13.74% | -1.40% | -8.57% | 5.92% | 6.24% | -6.59% | -28.73% |
| 2021 | -0.62% | 4.71% | -3.34% | 5.04% | -3.04% | 6.38% | 3.26% | 0.96% | -5.62% | 8.19% | -4.13% | -10.81% | -0.81% |
| 2020 | 1.50% | -6.70% | -16.00% | 15.95% | 11.56% | 2.30% | 8.07% | 3.14% | -0.21% | 0.45% | 14.68% | -7.51% | 24.75% |
| 2019 | 11.73% | 4.83% | 2.25% | 4.95% | -5.60% | 7.96% | 2.70% | -1.60% | -2.08% | 0.60% | 4.83% | -9.04% | 21.58% |
| 2018 | 5.83% | -3.19% | 0.13% | -0.91% | 2.67% | 0.21% | 2.17% | 5.04% | 0.63% | -8.66% | 0.56% | -26.89% | -24.15% |
| 2017 | 3.27% | 2.98% | 0.75% | 2.27% | 1.81% | -0.31% | 1.29% | 0.44% | 2.01% | 1.63% | 3.55% | -8.28% | 11.40% |
| 2016 | -8.10% | -0.92% | 7.19% | 0.68% | 2.35% | 0.14% | 4.44% | 0.13% | -0.00% | -4.83% | 3.57% | -8.44% | -4.95% |
| 2015 | -0.26% | 7.33% | 0.87% | -1.46% | 1.68% | -0.75% | 1.66% | -5.65% | -4.09% | 5.77% | -0.41% | -13.28% | -9.74% |
| 2014 | -1.92% | 7.52% | -2.68% | -4.05% | 2.27% | 3.62% | -3.35% | 4.86% | -2.93% | 2.79% | 2.49% | -14.66% | -7.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TWHIX is 21, meaning it’s performing worse than 79% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Century Heritage Fund (TWHIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Century Heritage Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Century Heritage Fund was 58.72%, occurring on Nov 20, 2008. Recovery took 608 trading sessions.
The current American Century Heritage Fund drawdown is 16.72%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.72% | Dec 11, 2007 | 239 | Nov 20, 2008 | 608 | Apr 21, 2011 | 847 |
| -51.3% | Nov 18, 2013 | 1596 | Mar 23, 2020 | 337 | Jul 23, 2021 | 1933 |
| -48.25% | Oct 10, 1997 | 260 | Oct 8, 1998 | 313 | Dec 21, 1999 | 573 |
| -47.38% | Nov 17, 2021 | 146 | Jun 16, 2022 | — | — | — |
| -46.67% | Sep 29, 2000 | 610 | Mar 12, 2003 | 714 | Jan 11, 2006 | 1324 |
Volatility
Volatility Chart
The current American Century Heritage Fund volatility is 5.20%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.