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American Century Ultra R (AULRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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71.49+1.26 (+1.79%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.58%
5-Year Average Return16.10%
Number of Years Up17
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)49.02%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return49.02%
Worst 3-Yr Total Return5.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAULRXCategory
YTD6.62%12.38%
1-Month-3.72%5.09%
3-Month4.54%10.28%
1-Year29.91%41.70%
3-Year5.16%22.56%
5-Year15.53%21.98%
10-Year14.93%15.99%
Last Bull Market29.53%25.99%
Last Bear Market-23.80%-17.29%

Annual Total Return (%) History

Year
AULRXCategory
2024
N/AN/A
2023
42.62%N/A
2022
-32.81%N/A
2021
22.59%N/A
2020
49.02%35.86%
2019
33.92%31.90%
2018
0.16%-2.09%
2017
31.27%27.67%
2016
3.84%3.23%
2015
5.64%3.60%
2014
9.36%10.00%
2013
36.25%33.92%
2012
13.59%15.34%
2011
0.68%-2.46%
2010
15.95%15.53%
2009
34.73%35.68%
2008
-42.03%-40.67%
2007
21.19%13.35%
2006
-3.75%7.05%
2005
1.60%6.71%
2004
10.18%7.81%
2003
N/A28.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.74%N/AN/AN/A
202316.05%13.25%-4.81%14.00%
2022-9.59%-23.80%-2.45%-0.01%
2021-0.07%12.25%1.38%7.81%
2020-13.25%32.07%15.16%12.95%
201916.65%3.12%-0.31%11.68%
20182.93%7.29%8.89%-16.71%
20179.43%6.01%6.27%6.48%
2016-1.99%-0.15%6.38%-0.25%
20153.77%1.66%-5.64%6.12%
2014-0.55%4.18%1.03%4.47%
20136.84%2.66%12.76%10.17%
201215.38%-5.96%7.13%-2.28%
20115.74%1.29%-14.59%10.06%
20104.70%-12.66%13.23%11.99%
2009-4.06%13.80%13.56%8.67%
2008-13.48%0.05%-14.58%-21.60%
20070.04%6.67%8.92%4.27%
20060.13%-6.37%-1.25%3.96%
2005-5.05%0.79%2.00%4.09%
20043.27%1.60%-4.48%9.94%
20039.15%N/AN/AN/A

Rank In Category (By Total Return)

YTD54
1-Month8
3-Month35
1-Year53
3-Year49
5-Year16

Load Adjusted Returns

1-Year29.91%
3-Year5.16%
5-Year15.53%
10-Year14.93%