TWHIX
American Century Heritage Fund Investor Class
Mutual fund
$21.88+0.23 (+1.06%)Close Oct 2, 2026
Nov 10, 1987 – Oct 2, 2026, Dividends reinvested
- Final balance
- $600,760
- CAGR
- +11.10%
- Max drawdown
- −56.98%
- Sharpe ratio
- 0.61
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +3.11%
- 3M
- −1.97%
- 6M
- +11.46%
- YTD
- +5.29%
- 1Y
- +0.92%
- 3Y
- +16.15%
- 5Y
- +4.56%
- 10Y
- +11.47%
- 15Y
- +12.21%
- 20Y
- +10.86%
- 25Y
- +10.28%
- 30Y
- +10.02%
- Since 1987
- +11.10%
Metrics
Since 1987| Volatility | 20.77% |
|---|---|
| Sortino ratio | 0.85 |
| Calmar ratio | 0.19 |
| Best year, 1999 | +51.36% |
| Worst year, 2008 | −46.17% |
| Positive years | 29 of 38 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 1987| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −57.0% | Dec 2007 | Nov 2008 | Feb 2011 | 3.1 years |
| −50.4% | Sep 2000 | Mar 2003 | Mar 2006 | 5.5 years |
| −40.3% | Nov 2021 | Jun 2022 | Nov 2024 | 3 years |
| −37.6% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −37.4% | Apr 1998 | Oct 1998 | Jul 1999 | 1.2 years |
Annual returns
1987 from Nov 10 · 2026 through Oct 2