AULDX vs. MRFOX
Compare and contrast key facts about American Century Ultra Fund Class R6 (AULDX) and Marshfield Concentrated Opportunity Fund (MRFOX).
AULDX is an actively managed fund by American Century. It was launched on Jul 26, 2013. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Performance
AULDX vs. MRFOX - Performance Comparison
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AULDX vs. MRFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AULDX American Century Ultra Fund Class R6 | -8.71% | 13.05% | 29.99% | 43.86% | -32.15% | 23.89% | 50.31% | 35.23% | 1.04% | 32.36% |
MRFOX Marshfield Concentrated Opportunity Fund | -2.97% | 10.05% | 17.10% | 17.68% | 5.06% | 17.71% | 15.19% | 36.26% | 1.89% | 25.92% |
Returns By Period
In the year-to-date period, AULDX achieves a -8.71% return, which is significantly lower than MRFOX's -2.97% return. Over the past 10 years, AULDX has outperformed MRFOX with an annualized return of 16.54%, while MRFOX has yielded a comparatively lower 15.31% annualized return.
AULDX
- 1D
- 3.99%
- 1M
- -5.39%
- YTD
- -8.71%
- 6M
- -7.74%
- 1Y
- 15.31%
- 3Y*
- 18.40%
- 5Y*
- 9.78%
- 10Y*
- 16.54%
MRFOX
- 1D
- 1.16%
- 1M
- -4.29%
- YTD
- -2.97%
- 6M
- -3.36%
- 1Y
- 3.66%
- 3Y*
- 12.79%
- 5Y*
- 10.99%
- 10Y*
- 15.31%
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AULDX vs. MRFOX - Expense Ratio Comparison
AULDX has a 0.52% expense ratio, which is lower than MRFOX's 1.05% expense ratio.
Return for Risk
AULDX vs. MRFOX — Risk / Return Rank
AULDX
MRFOX
AULDX vs. MRFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Ultra Fund Class R6 (AULDX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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.
| AULDX | MRFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.33 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.18 | 0.57 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.07 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 0.68 | +0.36 |
Martin ratioReturn relative to average drawdown | 3.65 | 1.75 | +1.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AULDX | MRFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.33 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.92 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 1.07 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 1.06 | -0.36 |
Correlation
The correlation between AULDX and MRFOX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AULDX vs. MRFOX - Dividend Comparison
AULDX's dividend yield for the trailing twelve months is around 11.61%, more than MRFOX's 1.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AULDX American Century Ultra Fund Class R6 | 11.61% | 10.60% | 3.32% | 5.68% | 6.97% | 6.42% | 2.67% | 4.18% | 7.94% | 6.19% | 4.45% | 5.06% |
MRFOX Marshfield Concentrated Opportunity Fund | 1.67% | 1.62% | 4.59% | 0.46% | 0.35% | 6.78% | 2.68% | 1.39% | 1.94% | 2.06% | 0.60% | 0.00% |
Drawdowns
AULDX vs. MRFOX - Drawdown Comparison
The maximum AULDX drawdown since its inception was -35.03%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for AULDX and MRFOX.
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Drawdown Indicators
| AULDX | MRFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.03% | -29.10% | -5.93% |
Max Drawdown (1Y)Largest decline over 1 year | -15.60% | -7.09% | -8.51% |
Max Drawdown (5Y)Largest decline over 5 years | -35.03% | -12.98% | -22.05% |
Max Drawdown (10Y)Largest decline over 10 years | -35.03% | -29.10% | -5.93% |
Current DrawdownCurrent decline from peak | -12.23% | -5.32% | -6.91% |
Average DrawdownAverage peak-to-trough decline | -6.23% | -2.37% | -3.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 2.77% | +1.68% |
Volatility
AULDX vs. MRFOX - Volatility Comparison
American Century Ultra Fund Class R6 (AULDX) has a higher volatility of 7.21% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 3.04%. This indicates that AULDX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AULDX | MRFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.21% | 3.04% | +4.17% |
Volatility (6M)Calculated over the trailing 6-month period | 13.25% | 7.08% | +6.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.37% | 11.83% | +11.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.60% | 12.04% | +10.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.04% | 14.29% | +7.75% |