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American Century Ultra R Shares: (MF: AULRX)
(NASDAQ Mutual Funds) As of Nov 7, 2024 08:00 PM ET
$83.70 USD
+1.35 (1.64%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 21.84 | 45 |
| 3 months | 1.17 | 80 |
| 6 months | 10.02 | 27 |
| 1 Year | 38.91 | 49 |
| 3 Year | 7.97 | 41 |
| 5 Year | 18.96 | 13 |
| 10 Year | 15.72 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.94 |
| Bull Market (2/09 - 3/21) | 1,152.06 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 38.91 |
| 5 Year | 18.96 |
| 10 Year | 15.71 |
| Since Inception | 10.91 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.74 | 8.74 | 1.17 | NA |
| 2023 | 16.04 | 13.24 | -4.80 | 14.00 |
| 2022 | -9.58 | -23.80 | -2.45 | -0.02 |
| 2021 | -0.07 | 12.25 | 1.38 | 7.80 |
| 2020 | -13.25 | 32.07 | 15.16 | 12.94 |
| 2019 | 16.65 | 3.11 | -0.31 | 11.68 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 21.84 | 42.62 | -32.81 | 22.59 | 49.01 | 33.92 | 0.18 | 31.26 | 3.84 | 5.63 | 9.35 |
| % Total Return Rel to Index | -0.26 | 16.37 | -14.60 | -6.09 | 30.61 | 2.43 | 4.57 | 9.47 | -8.08 | 4.24 | -4.29 |
| % Total Return Rel to Peer | 4.62 | 16.49 | -7.94 | 7.76 | 23.22 | 8.71 | 4.59 | 12.02 | 0.34 | 5.45 | 3.69 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 2.00 | 1.00 | 3.00 | 2.00 | 1.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 4.54 | 4.09 | 5.94 | 2.12 | 2.23 | 3.34 | 2.54 | 1.60 | 1.82 | 2.53 |
| Expense Ratio | 1.41 | 1.43 | 1.44 | 1.45 | 1.47 | 1.47 | 1.47 | 1.48 | 1.48 | 1.48 | 1.50 |
* 1 = Top 20%, 5 = Bottom 20%