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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
13.75%
5-year average return
18.61%
Number of years up
5
Number of years down
1
Best 1-yr total return (16 May 2024)
50.08%
Worst 1-yr total return (16 May 2024)
N/A
Best 3-yr total return
50.08%
Worst 3-yr total return
6.26%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
AULGX
Category
YTD
6.87%
12.38%
1-month
-3.68%
5.09%
3-month
4.70%
10.28%
1-year
30.83%
41.70%
3-year
5.90%
22.56%
5-year
16.35%
21.98%
10-year
15.67%
15.99%
Last bull market
29.91%
25.99%
Last bear market
-23.66%
-17.29%
Annual total return (%) history
Year
AULGX
Category
2024
N/A
N/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/A
27.67%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.95%
N/A
N/A
N/A
2023
16.25%
13.44%
-4.63%
14.19%
2022
-9.43%
-23.66%
-2.28%
0.15%
2021
0.10%
12.44%
1.56%
8.01%
2020
-13.10%
32.30%
15.36%
13.15%
2019
16.87%
3.30%
-0.14%
11.87%
2018
3.12%
7.48%
9.09%
-16.58%
2017
6.48%
6.65%
N/A
N/A
Rank in category (by total return)
YTD
48
1-month
7
3-month
31
1-year
49
3-year
41
5-year
12
Load adjusted returns
1-year
30.83%
3-year
5.90%
5-year
16.35%
10-year
15.67%
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