Heritage Fund I Fund Price History
ATHIX Fund | USD 28.13 0.58 2.11% |
If you're considering investing in Heritage Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Heritage Fund stands at 28.13, as last reported on the 5th of January, with the highest price reaching 28.13 and the lowest price hitting 28.13 during the day. Heritage Fund I holds Efficiency (Sharpe) Ratio of -0.0116, which attests that the entity had a -0.0116% return per unit of risk over the last 3 months. Heritage Fund I exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Heritage Fund's insignificant Risk Adjusted Performance, market risk adjusted performance of (0.02), and Standard Deviation of 1.97 to validate the risk estimate we provide.
Heritage Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Heritage |
Sharpe Ratio = -0.0116
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | ATHIX |
Estimated Market Risk
1.97 actual daily | 17 83% of assets are more volatile |
Expected Return
-0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
-0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Heritage Fund is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Heritage Fund by adding Heritage Fund to a well-diversified portfolio.
Heritage Fund Mutual Fund Price History Chart
There are several ways to analyze Heritage Fund I Fund price data. The simplest method is using a basic Heritage candlestick price chart, which shows Heritage Fund price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | December 6, 2024 | 33.65 |
Lowest Price | December 31, 2024 | 27.36 |
Heritage Fund January 5, 2025 Mutual Fund Price Synopsis
Various analyses of Heritage Fund's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Heritage Mutual Fund. It can be used to describe the percentage change in the price of Heritage Fund from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Heritage Mutual Fund.Heritage Fund Price Action Indicator | 0.29 | |
Heritage Fund Price Rate Of Daily Change | 1.02 |
Heritage Fund January 5, 2025 Mutual Fund Price Analysis
Heritage Mutual Fund Price History Data
The price series of Heritage Fund for the period between Mon, Oct 7, 2024 and Sun, Jan 5, 2025 has a statistical range of 6.29 with a coefficient of variation of 6.15. The prices are distributed with arithmetic mean of 30.42. The median price for the last 90 days is 29.86. The company issued dividends on 12/17/2019.Open | High | Low | Close | Volume | ||
01/05/2025 | 28.13 | 28.13 | 28.13 | 28.13 | ||
01/03/2025 | 28.13 | 28.13 | 28.13 | 28.13 | 1.00 | |
01/02/2025 | 27.55 | 27.55 | 27.55 | 27.55 | 1.00 | |
12/31/2024 | 27.36 | 27.36 | 27.36 | 27.36 | 1.00 | |
12/30/2024 | 27.54 | 27.54 | 27.54 | 27.54 | 1.00 | |
12/27/2024 | 27.82 | 27.82 | 27.82 | 27.82 | 1.00 | |
12/26/2024 | 28.22 | 28.22 | 28.22 | 28.22 | 1.00 | |
12/24/2024 | 28.22 | 28.22 | 28.22 | 28.22 | 1.00 | |
12/23/2024 | 27.96 | 27.96 | 27.96 | 27.96 | 1.00 | |
12/20/2024 | 28.01 | 28.01 | 28.01 | 28.01 | 1.00 | |
12/19/2024 | 27.51 | 27.51 | 27.51 | 27.51 | 1.00 | |
12/18/2024 | 27.43 | 27.43 | 27.43 | 27.43 | 1.00 | |
12/17/2024 | 28.66 | 28.66 | 28.66 | 28.66 | 1.00 | |
12/16/2024 | 32.68 | 32.68 | 32.68 | 32.68 | 1.00 | |
12/13/2024 | 32.50 | 32.50 | 32.50 | 32.50 | 1.00 | |
12/12/2024 | 32.68 | 32.68 | 32.68 | 32.68 | 1.00 | |
12/11/2024 | 32.85 | 32.85 | 32.85 | 32.85 | 1.00 | |
12/10/2024 | 32.46 | 32.46 | 32.46 | 32.46 | 1.00 | |
12/09/2024 | 32.93 | 32.93 | 32.93 | 32.93 | 1.00 | |
12/06/2024 | 33.65 | 33.65 | 33.65 | 33.65 | 1.00 | |
12/05/2024 | 33.32 | 33.32 | 33.32 | 33.32 | 1.00 | |
12/04/2024 | 33.50 | 33.50 | 33.50 | 33.50 | 1.00 | |
12/03/2024 | 32.98 | 32.98 | 32.98 | 32.98 | 1.00 | |
12/02/2024 | 32.72 | 32.72 | 32.72 | 32.72 | 1.00 | |
11/29/2024 | 32.72 | 32.72 | 32.72 | 32.72 | 1.00 | |
11/27/2024 | 32.61 | 32.61 | 32.61 | 32.61 | 1.00 | |
11/26/2024 | 32.85 | 32.85 | 32.85 | 32.85 | 1.00 | |
11/25/2024 | 32.88 | 32.88 | 32.88 | 32.88 | 1.00 | |
11/22/2024 | 32.69 | 32.69 | 32.69 | 32.69 | 1.00 | |
11/21/2024 | 32.19 | 32.19 | 32.19 | 32.19 | 1.00 | |
11/20/2024 | 31.65 | 31.65 | 31.65 | 31.65 | 1.00 | |
11/19/2024 | 31.56 | 31.56 | 31.56 | 31.56 | 1.00 | |
11/18/2024 | 31.11 | 31.11 | 31.11 | 31.11 | 1.00 | |
11/15/2024 | 31.02 | 31.02 | 31.02 | 31.02 | 1.00 | |
11/14/2024 | 31.38 | 31.38 | 31.38 | 31.38 | 1.00 | |
11/13/2024 | 31.72 | 31.72 | 31.72 | 31.72 | 1.00 | |
11/12/2024 | 31.72 | 31.72 | 31.72 | 31.72 | 1.00 | |
11/11/2024 | 31.82 | 31.82 | 31.82 | 31.82 | 1.00 | |
11/08/2024 | 31.55 | 31.55 | 31.55 | 31.55 | 1.00 | |
11/07/2024 | 31.23 | 31.23 | 31.23 | 31.23 | 1.00 | |
11/06/2024 | 30.67 | 30.67 | 30.67 | 30.67 | 1.00 | |
11/05/2024 | 29.68 | 29.68 | 29.68 | 29.68 | 1.00 | |
11/04/2024 | 29.06 | 29.06 | 29.06 | 29.06 | 1.00 | |
11/01/2024 | 29.09 | 29.09 | 29.09 | 29.09 | 1.00 | |
10/31/2024 | 29.06 | 29.06 | 29.06 | 29.06 | 1.00 | |
10/30/2024 | 29.68 | 29.68 | 29.68 | 29.68 | 1.00 | |
10/29/2024 | 29.86 | 29.86 | 29.86 | 29.86 | 1.00 | |
10/28/2024 | 29.71 | 29.71 | 29.71 | 29.71 | 1.00 | |
10/25/2024 | 29.56 | 29.56 | 29.56 | 29.56 | 1.00 | |
10/24/2024 | 29.56 | 29.56 | 29.56 | 29.56 | 1.00 | |
10/23/2024 | 29.40 | 29.40 | 29.40 | 29.40 | 1.00 | |
10/22/2024 | 29.60 | 29.60 | 29.60 | 29.60 | 1.00 | |
10/21/2024 | 29.80 | 29.80 | 29.80 | 29.80 | 1.00 | |
10/18/2024 | 29.98 | 29.98 | 29.98 | 29.98 | 1.00 | |
10/17/2024 | 29.86 | 29.86 | 29.86 | 29.86 | 1.00 | |
10/16/2024 | 29.91 | 29.91 | 29.91 | 29.91 | 1.00 | |
10/15/2024 | 29.76 | 29.76 | 29.76 | 29.76 | 1.00 | |
10/14/2024 | 30.05 | 30.05 | 30.05 | 30.05 | 1.00 | |
10/11/2024 | 29.82 | 29.82 | 29.82 | 29.82 | 1.00 | |
10/10/2024 | 29.43 | 29.43 | 29.43 | 29.43 | 1.00 | |
10/09/2024 | 29.44 | 29.44 | 29.44 | 29.44 | 1.00 |
About Heritage Fund Mutual Fund history
Heritage Fund investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Heritage is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Heritage Fund I will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Heritage Fund stock prices may prove useful in developing a viable investing in Heritage Fund
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 funds investment advisor. American Century is traded on NASDAQ Exchange in the United States.
Heritage Fund Mutual Fund Technical Analysis
Heritage Fund technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
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Heritage Fund Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Heritage Fund's price direction in advance. Along with the technical and fundamental analysis of Heritage Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Heritage to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | (0) | |||
Jensen Alpha | (0.05) | |||
Total Risk Alpha | (0.06) | |||
Treynor Ratio | (0.03) |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
Other Information on Investing in Heritage Mutual Fund
Heritage Fund financial ratios help investors to determine whether Heritage Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Heritage with respect to the benefits of owning Heritage Fund security.
Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
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