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American Century Ultra Investor Class: (MF: TWCUX)
(NASDAQ Mutual Funds) As of Jul 25, 2024 08:00 PM ET
$85.72 USD
-1.17 (-1.35%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 20.73 | 31 |
| 3 months | 8.87 | 8 |
| 6 months | 20.73 | 31 |
| 1 Year | 31.34 | 36 |
| 3 Year | 8.58 | 20 |
| 5 Year | 19.20 | 10 |
| 10 Year | 16.27 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 75.78 |
| Bear Market (10/07 - 2/09) | -49.60 |
| Bull Market (2/09 - 3/21) | 1,235.88 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 31.34 |
| 5 Year | 19.20 |
| 10 Year | 16.27 |
| Since Inception | 12.68 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.89 | 8.87 | NA | NA |
| 2023 | 16.18 | 13.38 | -4.69 | 14.13 |
| 2022 | -9.46 | -23.70 | -2.33 | 0.09 |
| 2021 | 0.05 | 12.39 | 1.49 | 7.94 |
| 2020 | -13.13 | 32.22 | 15.30 | 13.08 |
| 2019 | 16.79 | 3.26 | -0.18 | 11.81 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 20.73 | 43.31 | -32.46 | 23.21 | 49.76 | 34.60 | 0.67 | 31.89 | 4.38 | 6.14 | 9.90 |
| % Total Return Rel to Index | 5.42 | 17.06 | -14.26 | -5.47 | 31.36 | 3.11 | 5.07 | 10.10 | -7.54 | 4.75 | -3.74 |
| % Total Return Rel to Peer | 7.77 | 17.18 | -7.60 | 8.37 | 23.98 | 9.39 | 5.09 | 12.65 | 0.88 | 5.96 | 4.24 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 2.00 | 1.00 | 2.00 | 1.00 | 1.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.10 | 0.08 | 0.12 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 0.26 | 0.21 | 0.31 |
| Capital Gains ($) | 0.00 | 4.54 | 4.09 | 5.94 | 2.12 | 2.23 | 3.34 | 2.54 | 1.60 | 1.82 | 2.53 |
| Expense Ratio | 0.91 | 0.93 | 0.94 | 0.95 | 0.97 | 0.97 | 0.97 | 0.98 | 0.98 | 0.98 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%