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American Century Ultra Fund (TWCUX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US0250838820

CUSIP

025083882

Issuer

American Century Investments

Inception Date

Nov 2, 1981

Min. Investment

$2,500

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

TWCUX has a high expense ratio of 0.93%, indicating higher-than-average management fees.


Expense ratio chart for TWCUX: current value at 0.93% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.93%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
TWCUX vs. PLFMX TWCUX vs. BIGRX TWCUX vs. VT TWCUX vs. VTI TWCUX vs. VTCIX TWCUX vs. KAUFX TWCUX vs. VOO TWCUX vs. VTSAX TWCUX vs. VYM TWCUX vs. FDGRX
Popular comparisons:
TWCUX vs. PLFMX TWCUX vs. BIGRX TWCUX vs. VT TWCUX vs. VTI TWCUX vs. VTCIX TWCUX vs. KAUFX TWCUX vs. VOO TWCUX vs. VTSAX TWCUX vs. VYM TWCUX vs. FDGRX

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.


1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%JulyAugustSeptemberOctoberNovemberDecember
1,774.04%
2,429.90%
TWCUX (American Century Ultra Fund)
Benchmark (^GSPC)

Returns By Period

American Century Ultra Fund had a return of 27.29% year-to-date (YTD) and 27.35% in the last 12 months. Over the past 10 years, American Century Ultra Fund had an annualized return of 10.56%, which was very close to the S&P 500 benchmark's annualized return of 11.06%.


TWCUX

YTD

27.29%

1M

-0.66%

6M

6.06%

1Y

27.35%

5Y*

12.82%

10Y*

10.56%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.05%6.82%1.72%-3.69%6.35%6.30%-2.62%1.92%2.08%-0.67%6.47%27.29%
20239.66%-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%
20202.80%-5.80%-10.29%15.96%8.15%5.44%8.71%12.34%-5.59%-3.91%11.90%2.23%45.59%
201910.54%3.38%2.21%4.15%-7.85%7.59%2.21%-2.51%0.16%3.29%5.33%-1.49%29.01%
20187.83%-1.41%-3.05%1.30%4.48%1.52%2.60%6.22%0.04%-8.93%0.57%-15.79%-6.89%
20173.55%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%
20133.76%0.81%2.24%1.80%2.96%-1.95%7.65%-0.75%5.69%3.84%2.95%-0.81%31.61%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 76, TWCUX is among the top 24% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of TWCUX is 7676
Overall Rank
The Sharpe Ratio Rank of TWCUX is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of TWCUX is 7878
Sortino Ratio Rank
The Omega Ratio Rank of TWCUX is 8080
Omega Ratio Rank
The Calmar Ratio Rank of TWCUX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of TWCUX is 7272
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for TWCUX, currently valued at 1.59, compared to the broader market-1.000.001.002.003.004.001.592.10
The chart of Sortino ratio for TWCUX, currently valued at 2.11, compared to the broader market-2.000.002.004.006.008.0010.002.112.80
The chart of Omega ratio for TWCUX, currently valued at 1.29, compared to the broader market0.501.001.502.002.503.003.501.291.39
The chart of Calmar ratio for TWCUX, currently valued at 1.18, compared to the broader market0.002.004.006.008.0010.0012.0014.001.183.09
The chart of Martin ratio for TWCUX, currently valued at 7.61, compared to the broader market0.0020.0040.0060.007.6113.49
TWCUX
^GSPC

The current American Century Ultra Fund Sharpe ratio is 1.59. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Century Ultra Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.59
2.10
TWCUX (American Century Ultra Fund)
Benchmark (^GSPC)

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.


0.00%0.05%0.10%0.15%0.20%0.25%0.30%0.35%$0.00$0.02$0.04$0.06$0.08$0.10$0.1220132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-6.06%
-2.62%
TWCUX (American Century Ultra Fund)
Benchmark (^GSPC)

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 6.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.83%Mar 28, 20002242Mar 9, 20092137Sep 1, 20174379
-57.7%Oct 6, 198777Jan 20, 1988834Apr 2, 1991911
-43.53%Nov 19, 2021278Dec 28, 2022468Nov 7, 2024746
-31.94%Feb 20, 202023Mar 23, 202052Jun 5, 202075
-28.79%Oct 2, 201858Dec 24, 2018233Nov 26, 2019291

Volatility

Volatility Chart

The current American Century Ultra Fund volatility is 6.20%, 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.


2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
6.20%
3.79%
TWCUX (American Century Ultra Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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