AULGX
American Century Ultra Fund R5 Class
Mutual fund
$110.18+1.31 (+1.20%)Close Oct 2, 2026
Apr 10, 2017 – Oct 2, 2026, Dividends reinvested
- Final balance
- $47,221
- CAGR
- +17.79%
- Max drawdown
- −35.12%
- Sharpe ratio
- 0.84
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.11%
- 3M
- +4.76%
- 6M
- +17.84%
- YTD
- +8.70%
- 1Y
- +9.25%
- 3Y
- +21.70%
- 5Y
- +10.67%
- Since 2017
- +17.79%
Metrics
Since 2017| Volatility | 22.77% |
|---|---|
| Sortino ratio | 1.18 |
| Calmar ratio | 0.51 |
| Best year, 2020 | +50.10% |
| Worst year, 2022 | −32.26% |
| Positive years | 7 of 8 |
| Longest drawdown | 2.2 years |
Worst drawdowns
Since 2017| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −35.1% | Nov 2021 | Oct 2022 | Feb 2024 | 2.2 years |
| −31.9% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −24.8% | Dec 2024 | Apr 2025 | Jul 2025 | 7 months |
| −23.0% | Oct 2018 | Dec 2018 | Apr 2019 | 6 months |
| −15.6% | Nov 2025 | Mar 2026 | May 2026 | 6 months |
Annual returns
2017 from Apr 10 · 2026 through Oct 2