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American Century Ultra Investor Class: (MF: TWCUX)
(NASDAQ Mutual Funds) As of Apr 29, 2025 08:00 PM ET
$83.54 USD
+0.43 (0.52%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -11.35 | 75 |
| 3 months | -11.35 | 75 |
| 6 months | -6.12 | 77 |
| 1 Year | 3.55 | 51 |
| 3 Year | 7.07 | 46 |
| 5 Year | 18.74 | 23 |
| 10 Year | 14.60 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 75.78 |
| Bear Market (10/07 - 2/09) | -49.60 |
| Bull Market (2/09 - 3/21) | 1,359.04 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 3.55 |
| 5 Year | 18.74 |
| 10 Year | 14.61 |
| Since Inception | 12.32 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -11.35 | NA | NA | NA |
| 2024 | 10.89 | 8.87 | 1.31 | 5.91 |
| 2023 | 16.18 | 13.38 | -4.69 | 14.13 |
| 2022 | -9.46 | -23.70 | -2.33 | 0.09 |
| 2021 | 0.05 | 12.39 | 1.49 | 7.94 |
| 2020 | -13.13 | 32.22 | 15.30 | 13.08 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -11.35 | 29.54 | 43.31 | -32.46 | 23.21 | 49.76 | 34.60 | 0.67 | 31.89 | 4.38 | 6.14 |
| % Total Return Rel to Index | -7.09 | 4.52 | 17.06 | -14.26 | -5.47 | 31.36 | 3.11 | 5.07 | 10.10 | -7.54 | 4.75 |
| % Total Return Rel to Peer | -3.98 | 7.53 | 17.18 | -7.60 | 8.37 | 23.98 | 9.39 | 5.09 | 12.65 | 0.88 | 5.96 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 2.00 | 1.00 | 2.00 | 1.00 | 1.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.10 | 0.08 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 0.26 | 0.21 |
| Capital Gains ($) | 0.00 | 3.34 | 4.54 | 4.09 | 5.94 | 2.12 | 2.23 | 3.34 | 2.54 | 1.60 | 1.82 |
| Expense Ratio | 0.00 | 0.91 | 0.93 | 0.94 | 0.95 | 0.97 | 0.97 | 0.97 | 0.98 | 0.98 | 0.98 |
* 1 = Top 20%, 5 = Bottom 20%