AULRX
American Century Ultra Fund R Class
Mutual fund
$86.10+1.02 (+1.20%)Close Oct 2, 2026
Aug 29, 2003 – Oct 2, 2026, Dividends reinvested
- Final balance
- $114,567
- CAGR
- +11.14%
- Max drawdown
- −53.23%
- Sharpe ratio
- 0.62
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.05%
- 3M
- +4.57%
- 6M
- +17.41%
- YTD
- +8.11%
- 1Y
- +8.49%
- 3Y
- +20.85%
- 5Y
- +9.91%
- 10Y
- +17.05%
- 15Y
- +16.50%
- 20Y
- +12.42%
- Since 2003
- +11.14%
Metrics
Since 2003| Volatility | 20.38% |
|---|---|
| Sortino ratio | 0.88 |
| Calmar ratio | 0.21 |
| Best year, 2020 | +49.04% |
| Worst year, 2008 | −42.03% |
| Positive years | 19 of 22 |
| Longest drawdown | 4.2 years |
Worst drawdowns
Since 2003| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.2% | Dec 2007 | Mar 2009 | Feb 2012 | 4.2 years |
| −35.5% | Nov 2021 | Oct 2022 | Feb 2024 | 2.2 years |
| −32.0% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −25.0% | Dec 2024 | Apr 2025 | Jul 2025 | 8 months |
| −23.1% | Oct 2018 | Dec 2018 | Apr 2019 | 7 months |
Annual returns
2003 from Aug 29 · 2026 through Oct 2