American Century Ultra Fund (TWCUX)

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American Century Ultra Fund (TWCUX) is up 5.3% since the beginning of the year. TWCUX is currently trading at $99 per share. Investors who bought $1,000 worth of TWCUX shares 5 years ago would now be looking at an investment worth $1,693.

American Century Ultra Fund (TWCUX) has returned 5.30% so far this year and 21.44% over the past 12 months. Looking at the last ten years, TWCUX has achieved an annualized return of 17.92%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.

Based on dividend-adjusted daily data since Oct 30, 1981, TWCUX's average daily return is +0.06%, while the average monthly return is +1.18%. At this rate, an investment would double in approximately 4.9 years.

Historically, 60% of months were positive and 40% were negative. The best month was Jan 1987 with a return of +23.4%, while the worst month was Oct 1987 at -32.5%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.

On a daily basis, TWCUX closed higher 53% of trading days. The best single day was Dec 18, 1987 with a return of +59.8%, while the worst single day was Dec 21, 1987 at -34.5%.

American Century Ultra Fund has an annualized alpha of 3.13%, beta of 1.08, and R2 of 0.64 versus S&P 500 Index. Calculated based on daily prices since October 30, 1981.

• This fund captured 131.49% of S&P 500 Index gains and 116.88% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 3.13% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.08 and R2 of 0.64, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

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

TWCUX ranks 19 for risk / return — in the bottom 19% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

American Century Ultra Fund provided a 10.99% dividend yield over the last twelve months, with an annual payout of $10.89 per share.

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.

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.

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 62.11%, occurring on Mar 9, 2009. Recovery took 1108 trading sessions.

The current American Century Ultra Fund drawdown is 4.36%.

The chart below shows the rolling one-month volatility.