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American Century Ultra R5 (AULGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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90.07+0.11 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.75%
5-year average return18.61%
Number of years up5
Number of years down1
Best 1-yr total return (16 May 2024)50.08%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return50.08%
Worst 3-yr total return6.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAULGXCategory
YTD6.87%12.38%
1-month-3.68%5.09%
3-month4.70%10.28%
1-year30.83%41.70%
3-year5.90%22.56%
5-year16.35%21.98%
10-year15.67%15.99%
Last bull market29.91%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)

YTD48
1-month7
3-month31
1-year49
3-year41
5-year12

Load adjusted returns

1-year30.83%
3-year5.90%
5-year16.35%
10-year15.67%