Nasdaq - Delayed Quote USD

American Century Ultra R6 (AULDX)

100.02 +0.93 (+0.94%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 23.99%
5y Average Return 19.74%
Number of Years Up 9
Number of Years Down 1
Best 1Y Total Return (Oct 17, 2024) 50.29%
Worst 1Y Total Return (Oct 17, 2024) --
Best 3Y Total Return 50.29%
Worst 3Y Total Return 6.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AULDX
Category
YTD
22.62%
12.38%
1-Month
2.12%
5.09%
3-Month
1.40%
10.28%
1-Year
40.09%
41.70%
3-Year
8.90%
22.56%
5-Year
19.97%
21.98%
10-Year
16.71%
15.99%
Last Bull Market
30.00%
25.99%
Last Bear Market
-23.64%
-17.29%

Annual Total Return (%) History

Year
AULDX
Category
2024
--
--
2023
43.82%
--
2022
-32.23%
--
2021
23.64%
--
2020
50.29%
35.86%
2019
35.10%
31.90%
2018
1.00%
-2.09%
2017
32.39%
27.67%

2016
4.72%
3.23%
2015
6.55%
3.60%
2014
10.28%
10.00%
2013
--
33.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.99% 8.96% 1.40% --
2023 16.28% 13.49% -4.61% 14.24%
2022 -9.40% -23.64% -2.23% 0.20%
2021 0.13% 12.50% 1.59% 8.05%
2020 -13.07% 32.33% 15.42% 13.20%
2019 16.91% 3.34% -0.08% 11.92%
2018 3.12% 7.55% 9.11% -16.54%
2017 9.69% 6.19% 6.52% 6.70%
2016 -1.80% 0.06% 6.61% -0.02%
2015 3.97% 1.88% -5.44% 6.37%

2014 -0.34% 4.38% 1.23% 4.72%
2013 10.42% -- -- --

Rank in Category (By Total Return)

YTD 51
1-Month 60
3-Month 88
1-Year 48
3-Year 45
5-Year 11

Load Adjusted Returns

1-Year 40.09%
3-Year 8.90%
5-Year 19.97%
10-Year 16.71%

Performance & Risk

YTD Return 23.99%
5y Average Return 19.74%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family American Century Investments
Net Assets 25.36B
YTD Return 22.62%
Yield 0.00%
Morningstar Rating
Inception Date Nov 02, 1981

Fund Summary

The fund normally invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Under normal market conditions, the portfolio managers seek securities of companies whose earnings or revenues are not only growing, but growing at an accelerated pace.

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