American Century Ultra Fund (TWCUX)
The investment seeks long-term capital growth. 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.
Fund Info
US0250838820
025083882
Nov 2, 1981
$2,500
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Century Ultra Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Century Ultra Fund had a return of 28.14% year-to-date (YTD) and 26.81% in the last 12 months. Over the past 10 years, American Century Ultra Fund had an annualized return of 9.78%, while the S&P 500 had an annualized return of 11.16%, indicating that American Century Ultra Fund did not perform as well as the benchmark.
TWCUX
28.14%
2.19%
12.50%
26.81%
12.99%
9.78%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of TWCUX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.05% | 6.82% | 1.72% | -3.69% | 6.35% | 6.30% | -2.62% | 1.92% | 2.08% | -0.67% | 28.14% | ||
| 2023 | 9.66% | -1.72% | 7.80% | 0.89% | 5.52% | 6.51% | 2.83% | -1.78% | -5.64% | -2.48% | 11.53% | -1.08% | 35.10% |
| 2022 | -8.87% | -4.50% | 4.03% | -13.08% | -3.42% | -9.12% | 14.38% | -5.77% | -9.38% | 5.75% | 4.38% | -15.45% | -37.03% |
| 2021 | -1.63% | 0.96% | 0.74% | 7.82% | -2.42% | 6.83% | 3.90% | 3.49% | -5.61% | 7.72% | -0.99% | -5.25% | 15.35% |
| 2020 | 2.80% | -5.80% | -10.29% | 15.96% | 8.15% | 5.44% | 8.71% | 12.34% | -5.59% | -3.91% | 11.90% | 2.23% | 45.59% |
| 2019 | 10.54% | 3.38% | 2.21% | 4.15% | -7.85% | 7.59% | 2.21% | -2.51% | 0.16% | 3.29% | 5.33% | -1.49% | 29.01% |
| 2018 | 7.83% | -1.41% | -3.05% | 1.30% | 4.48% | 1.52% | 2.60% | 6.22% | 0.04% | -8.93% | 0.57% | -15.79% | -6.89% |
| 2017 | 3.55% | 4.35% | 1.41% | 2.93% | 2.95% | 0.12% | 2.98% | 2.44% | 0.89% | 3.31% | 3.03% | -5.34% | 24.68% |
| 2016 | -6.42% | -1.37% | 6.34% | 0.17% | 1.39% | -1.58% | 5.73% | -0.19% | 0.91% | -2.08% | 1.23% | -3.57% | -0.12% |
| 2015 | -0.80% | 6.03% | -1.23% | 0.69% | 1.79% | -0.68% | 4.13% | -6.58% | -2.88% | 8.77% | 0.03% | -7.19% | 0.89% |
| 2014 | -3.31% | 5.63% | -2.52% | -1.35% | 3.22% | 2.45% | -1.41% | 4.89% | -2.18% | 3.62% | 2.42% | -8.39% | 2.15% |
| 2013 | 3.76% | 0.81% | 2.24% | 1.80% | 2.96% | -1.95% | 7.65% | -0.75% | 5.69% | 3.84% | 2.95% | -0.81% | 31.61% |
Expense Ratio
TWCUX has a high expense ratio of 0.93%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TWCUX is 37, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Century Ultra Fund (TWCUX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Century Ultra Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.10 | $0.08 | $0.12 | $0.10 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% | 0.29% | 0.24% | 0.34% | 0.30% |
Monthly Dividends
The table displays the monthly dividend distributions for American Century Ultra Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2013 | $0.10 | $0.10 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Century Ultra Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Century Ultra Fund was 72.83%, occurring on Mar 9, 2009. Recovery took 2137 trading sessions.
The current American Century Ultra Fund drawdown is 1.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.83% | Mar 28, 2000 | 2242 | Mar 9, 2009 | 2137 | Sep 1, 2017 | 4379 |
| -57.7% | Oct 6, 1987 | 77 | Jan 20, 1988 | 834 | Apr 2, 1991 | 911 |
| -43.53% | Nov 19, 2021 | 278 | Dec 28, 2022 | 468 | Nov 7, 2024 | 746 |
| -31.94% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -28.79% | Oct 2, 2018 | 58 | Dec 24, 2018 | 233 | Nov 26, 2019 | 291 |
Volatility
Volatility Chart
The current American Century Ultra Fund volatility is 5.41%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.