# American Century Heritage R5 (ATHGX)

> Source: Nexqual · https://nexqual.com/ATHGX · data as of 2026-10-24 00:00 UTC · cite as "Nexqual, American Century Heritage R5 (ATHGX), nexqual.com/ATHGX" · informational, not investment advice.

**Price:** USD 24.25 (-0.04% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 24.26 · day 24.25–24.25 · 52w 22.2–31.22 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -7.3% vs S&P 500 +13.4%; 5Y +9.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -7.3% | +9.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -7.3% | +1.9% |
| Volatility (annualized) | 19.5% | 22.3% |
| Max drawdown | -15.8% (Oct 2025→Mar 2026) | -38.6% (Nov 2021→Jun 2022) |

## Peers
ATHWX (American Century Heritage Fund ) USD 15.43 -0.00% · ATHYX (American Century Heritage Fund ) USD 25.21 +0.00% · ATHDX (American Century Heritage Fund ) USD 25.21 -0.08% · ATHIX (American Century Heritage Fund ) USD 24.24 +0.00% · BFGUX (Baron Focused Growth Fund R6 Sh) USD 68.96 +0.00%

## More
Full page: https://nexqual.com/ATHGX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt