Nasdaq - Delayed Quote USD
American Century Ultra R5 (AULGX)
At close: December 11 at 6:45:05 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 50.08% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 33.52% |
| 5y Average Return | 20.06% |
| Rank in Category (ytd) | 58 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.21 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AULGX | Category Average | AULGX | Category Average | AULGX | Category Average | |
| Alpha | -3.56 | 0.03 | 1.44 | 0.04 | 1.5 | 0.01 |
| BETA | 1.21 | 0.01 | 1.17 | 0.01 | 1.15 | 0.01 |
| Mean Annual Return | 0.88 | 0.02 | 1.68 | 0.02 | 1.42 | 0.01 |
| R-squared | 88.88 | 0.89 | 88 | 0.87 | 88.54 | 0.87 |
| Standard Deviation | 22.41 | 0.2 | 22.61 | 0.16 | 18.7 | 0.15 |
| Sharpe Ratio | 0.29 | 0.01 | 0.78 | 0.01 | 0.82 | 0.01 |
| Treynor Ratio | 3.54 | 0.21 | 14.16 | 0.21 | 12.72 | 0.15 |
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