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American Century Ultra R5 (AULGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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84.28+1.24 (+1.49%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.44%
5-Year Average Return16.22%
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return (Apr 22, 2024)50.08%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return50.08%
Worst 3-Yr Total Return6.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAULGXCategory
YTD10.95%12.38%
1-Month1.74%5.09%
3-Month10.95%10.28%
1-Year37.06%41.70%
3-Year9.96%22.56%
5-Year18.18%21.98%
10-Year15.95%15.99%
Last Bull Market42.55%25.99%
Last Bear Market-23.66%-17.29%

Annual Total Return (%) History

Year
AULGXCategory
2024
N/AN/A
2023
43.61%N/A
2022
-32.33%N/A
2021
23.46%N/A
2020
50.08%35.86%
2019
34.87%31.90%
2018
0.86%-2.09%
2017
N/A27.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.95%N/AN/AN/A
202316.25%13.44%-4.63%14.19%
2022-9.43%-23.66%-2.28%0.15%
20210.10%12.44%1.56%8.01%
2020-13.10%32.30%15.36%13.15%
201916.87%3.30%-0.14%11.87%
20183.12%7.48%9.09%-16.58%
20176.48%6.65%N/AN/A

Rank In Category (By Total Return)

YTD63
1-Month69
3-Month63
1-Year54
3-Year39
5-Year13

Load Adjusted Returns

1-Year37.06%
3-Year9.96%
5-Year18.18%
10-Year15.95%