AULDX vs. BGEIX

Last updated Aug 5, 2026

AULDX (American Century Ultra Fund Class R6) and BGEIX (American Century Global Gold Fund) are both mutual funds - AULDX is a Large Cap Growth Equities fund actively managed by American Century, while BGEIX is a Gold fund managed by American Century. Over the past 10 years, AULDX returned 17.47%/yr vs 10.25%/yr for BGEIX. Their 0.18 correlation means their historical movements had little consistent relationship. AULDX charges 0.52%/yr vs 0.65%/yr for BGEIX.

Performance

AULDX vs. BGEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Ultra Fund Class R6 (AULDX) and American Century Global Gold Fund (BGEIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AULDX achieves a 4.38% return, which is significantly higher than BGEIX's -12.20% return. Over the past 10 years, AULDX has outperformed BGEIX with an annualized return of 17.47%, while BGEIX has yielded a comparatively lower 10.25% annualized return.

AULDX

• 1D: 2.48%
• 1M: 0.52%
• 6M: 6.63%
• YTD: 4.38%
• 1Y: 12.80%
• 3Y*: 18.85%
• 5Y*: 9.51%
• 10Y*: 17.47%
• ALL TIME*: 15.56%

BGEIX

• 1D: 1.84%
• 1M: -3.42%
• 6M: -23.59%
• YTD: -12.20%
• 1Y: 40.20%
• 3Y*: 41.01%
• 5Y*: 18.11%
• 10Y*: 10.25%
• ALL TIME*: 5.08%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AULDX American Century Ultra Fund Class R6	$0.00	$0.00	$0.00
BGEIX American Century Global Gold Fund	$0.00	$0.00	$0.00

AULDX vs. BGEIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AULDX American Century Ultra Fund Class R6	4.38%	13.05%	29.99%	43.86%	-32.15%	23.89%	50.31%	35.23%	1.04%	32.36%
BGEIX American Century Global Gold Fund	-12.20%	158.45%	15.10%	7.52%	-12.54%	-8.85%	18.92%	37.82%	-7.43%	10.62%

Correlation

The correlation between AULDX and BGEIX is 0.38, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.38
Correlation (3Y) Balances recent behavior with more history.	0.24
Correlation (5Y) Shows whether the relationship held over a longer period.	0.26
Correlation (10Y) Provides a long-term view across more market conditions.	0.21
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014	0.18

Over the past year, AULDX and BGEIX have become more correlated (0.38) than their long-term average of 0.18, meaning their price movements have been converging.

Return for Risk

AULDX vs. BGEIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AULDX

AULDX Risk / Return Rank: 19
AULDX Sharpe Ratio Rank: 20
AULDX Sortino Ratio Rank: 19
AULDX Omega Ratio Rank: 19
AULDX Calmar Ratio Rank: 18
AULDX Martin Ratio Rank: 19

BGEIX

BGEIX Risk / Return Rank: 25
BGEIX Sharpe Ratio Rank: 28
BGEIX Sortino Ratio Rank: 27
BGEIX Omega Ratio Rank: 29
BGEIX Calmar Ratio Rank: 25
BGEIX Martin Ratio Rank: 18

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AULDX vs. BGEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Ultra Fund Class R6 (AULDX) and American Century Global Gold Fund (BGEIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AULDX	BGEIX	Difference
Sharpe ratio: Return per unit of total volatility	0.82	1.04	-0.21
Sortino ratio: Return per unit of downside risk	1.23	1.48	-0.25
Omega ratio: Gain probability vs. loss probability	1.15	1.20	-0.05
Calmar ratio: Return relative to maximum drawdown	0.96	1.22	-0.26
Martin ratio: Return relative to average drawdown	2.92	2.66	+0.26

AULDX vs. BGEIX - Sharpe Ratio Comparison

The current AULDX Sharpe Ratio is 0.82, which is comparable to the BGEIX Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of AULDX and BGEIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AULDX vs. BGEIX - Drawdown Comparison

The maximum AULDX drawdown since its inception was -35.03%, smaller than the maximum BGEIX drawdown of -78.69%. Use the drawdown chart below to compare losses from any high point for AULDX and BGEIX.

Drawdown Indicators

	AULDX	BGEIX	Difference
Max Drawdown Largest peak-to-trough decline	-35.03%	-78.69%	+43.66%
Max Drawdown (1Y) Largest decline over 1 year	-15.60%	-38.61%	+23.01%
Max Drawdown (3Y) Largest decline over 3 years	-24.78%	-38.61%	+13.83%
Max Drawdown (5Y) Largest decline over 5 years	-35.03%	-46.62%	+11.59%
Max Drawdown (10Y) Largest decline over 10 years	-35.03%	-51.92%	+16.89%
Current Drawdown Current decline from peak	-5.33%	-34.43%	+29.10%
Average Drawdown Average peak-to-trough decline	-6.18%	-35.14%	+28.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.13%	17.73%	-12.60%

Volatility

AULDX vs. BGEIX - Volatility Comparison

The current volatility for American Century Ultra Fund Class R6 (AULDX) is 6.33%, while American Century Global Gold Fund (BGEIX) has a volatility of 11.32%. This indicates that AULDX experiences smaller price fluctuations and is considered to be less risky than BGEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AULDX	BGEIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.33%	11.32%	-4.99%
Volatility (6M) Calculated over the trailing 6-month period	14.59%	35.51%	-20.92%
Volatility (1Y) Calculated over the trailing 1-year period	18.29%	45.71%	-27.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.86%	34.45%	-11.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.20%	33.51%	-11.31%

AULDX vs. BGEIX - Expense Ratio Comparison

AULDX has a 0.52% expense ratio, which is lower than BGEIX's 0.65% expense ratio.

Dividends

AULDX vs. BGEIX - Dividend Comparison

AULDX's dividend yield for the trailing twelve months is around 10.15%, more than BGEIX's 0.92% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AULDX American Century Ultra Fund Class R6	10.15%	10.60%	3.32%	5.68%	6.97%	6.42%	2.67%	4.18%	7.94%	6.19%	4.45%	5.06%
BGEIX American Century Global Gold Fund	0.92%	0.85%	1.36%	1.56%	1.38%	2.13%	0.56%	0.87%	0.00%	0.00%	10.56%	0.00%

Frequently Asked Questions

Can I hold both AULDX and BGEIX in my portfolio?

AULDX and BGEIX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AULDX or BGEIX?

BGEIX has higher volatility (11.32%) compared to AULDX (6.33%). In terms of maximum drawdown, AULDX dropped -35.03% vs BGEIX's -78.69%.

Which has better risk-adjusted returns?

BGEIX currently has the higher Sharpe Ratio (1.04 vs 0.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.