Nasdaq - Delayed Quote USD

American Century Ultra R5 (AULGX)

97.12
+0.47
+(0.49%)
As of 8:05:07 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.92%
5y Average Return 15.99%
Number of Years Up 6
Number of Years Down 1
Best 1Y Total Return (May 28, 2025) 50.08%
Worst 1Y Total Return (May 28, 2025) --
Best 3Y Total Return 50.08%
Worst 3Y Total Return 6.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AULGX
Category
YTD
-10.32%
12.38%
1-Month
1.13%
5.09%
3-Month
-11.91%
10.28%
1-Year
8.93%
41.70%
3-Year
12.84%
22.56%
5-Year
15.77%
21.98%
10-Year
14.84%
15.99%
Last Bull Market
21.26%
25.99%
Last Bear Market
-23.66%
-17.29%

Annual Total Return (%) History

Year
AULGX
Category
2025
--
--
2024
29.81%
--
2023
43.61%
--
2022
-32.33%
--
2021
23.46%
--
2020
50.08%
35.86%
2019
34.87%
31.90%
2018
0.86%
-2.09%

2017
--
27.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -11.32% -- -- --
2024 10.95% 8.92% 1.36% 5.97%
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% -- --

Rank in Category (By Total Return)

YTD 91
1-Month 64
3-Month 82
1-Year 76
3-Year 63
5-Year 28

Load Adjusted Returns

1-Year 8.93%
3-Year 12.84%
5-Year 15.77%
10-Year 14.84%

Performance & Risk

YTD Return -2.92%
5y Average Return 15.99%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family American Century Investments
Net Assets 23.05B
YTD Return -10.32%
Yield 0.00%
Morningstar Rating
Inception Date Aug 29, 2003

Fund Summary

The fund normally invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Under normal market conditions, the portfolio managers seek securities of companies whose earnings or revenues are not only growing, but growing at an accelerated pace.

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