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
| ISIN | US0250838820 |
|---|---|
| CUSIP | 025083882 |
| Issuer | American Century Investments |
| Inception Date | Nov 2, 1981 |
| Category | Large Cap Growth Equities |
| 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.
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 13.82% year-to-date (YTD) and 36.99% in the last 12 months. Over the past 10 years, American Century Ultra Fund had an annualized return of 16.34%, outperforming the S&P 500 benchmark which had an annualized return of 10.97%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.82% | 11.29% |
| 1 month | 5.68% | 4.87% |
| 6 months | 21.37% | 17.88% |
| 1 year | 36.99% | 29.16% |
| 5 years (annualized) | 18.54% | 13.20% |
| 10 years (annualized) | 16.34% | 10.97% |
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% | 13.82% | ||||||||
| 2023 | 9.66% | -1.72% | 7.80% | 0.89% | 5.52% | 6.51% | 2.83% | -1.78% | -5.64% | -2.48% | 11.53% | 4.97% | 43.36% |
| 2022 | -8.87% | -4.50% | 4.03% | -13.08% | -3.42% | -9.12% | 14.38% | -5.77% | -9.38% | 5.75% | 4.38% | -9.20% | -32.38% |
| 2021 | -1.63% | 0.96% | 0.74% | 7.82% | -2.42% | 6.83% | 3.90% | 3.49% | -5.61% | 7.72% | -0.99% | 1.42% | 23.47% |
| 2020 | 2.80% | -5.80% | -10.29% | 15.96% | 8.15% | 5.44% | 8.71% | 12.34% | -5.59% | -3.91% | 11.90% | 5.18% | 49.79% |
| 2019 | 10.54% | 3.38% | 2.21% | 4.15% | -7.85% | 7.59% | 2.21% | -2.51% | 0.16% | 3.29% | 5.33% | 2.78% | 34.60% |
| 2018 | 7.83% | -1.41% | -3.05% | 1.30% | 4.48% | 1.52% | 2.60% | 6.22% | 0.04% | -8.93% | 0.57% | -8.93% | 0.70% |
| 2017 | 3.56% | 4.35% | 1.41% | 2.93% | 2.95% | 0.12% | 2.98% | 2.44% | 0.89% | 3.31% | 3.03% | 0.12% | 31.87% |
| 2016 | -6.43% | -1.37% | 6.34% | 0.17% | 1.39% | -1.58% | 5.73% | -0.19% | 0.91% | -2.08% | 1.23% | 0.80% | 4.40% |
| 2015 | -0.81% | 6.03% | -1.23% | 0.69% | 1.79% | -0.67% | 4.13% | -6.58% | -2.88% | 8.77% | 0.03% | -2.32% | 6.19% |
| 2014 | -3.31% | 5.63% | -2.52% | -1.35% | 3.22% | 2.45% | -1.41% | 4.89% | -2.18% | 3.62% | 2.42% | -1.53% | 9.80% |
| 2013 | 3.76% | 0.81% | 2.24% | 1.80% | 2.96% | -1.95% | 7.65% | -0.75% | 5.69% | 3.84% | 2.95% | 3.18% | 36.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of TWCUX is 78, placing it in the top 22% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
TWCUX (American Century Ultra Fund)
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 granted a 5.35% dividend yield in the last twelve months. The annual payout for that period amounted to $4.54 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.54 | $4.54 | $4.09 | $5.94 | $2.12 | $2.23 | $3.33 | $2.61 | $1.70 | $1.91 | $2.65 | $1.43 |
Dividend yield | 5.35% | 6.09% | 7.42% | 6.78% | 2.80% | 4.27% | 8.24% | 6.01% | 4.87% | 5.44% | 7.63% | 4.17% |
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 | |||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.54 | $4.54 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.09 | $4.09 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.94 | $5.94 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.12 | $2.12 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.23 | $2.23 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.33 | $3.33 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.61 | $2.61 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.70 | $1.70 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.91 | $1.91 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.65 | $2.65 |
| 2013 | $1.43 | $1.43 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 61.31%, occurring on Mar 9, 2009. Recovery took 1099 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.31% | Mar 28, 2000 | 2242 | Mar 9, 2009 | 1099 | Jul 22, 2013 | 3341 |
| -57.7% | Oct 6, 1987 | 77 | Jan 20, 1988 | 834 | Apr 2, 1991 | 911 |
| -35.23% | Nov 19, 2021 | 227 | Oct 14, 2022 | 328 | Feb 6, 2024 | 555 |
| -31.94% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -28.44% | Oct 8, 1997 | 53 | Dec 19, 1997 | 7 | Dec 30, 1997 | 60 |
Volatility
Volatility Chart
The current American Century Ultra Fund volatility is 5.26%, 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.