Ultra Fund Financials
| AULGX Fund | USD 102.46 0.77 0.76% |
ULTRA |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Ultra Fund Fund Summary
Ultra Fund competes with Ab Small, Artisan Small, Ab Concentrated, Eip Growth, and Gmo Small. The fund normally invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Under normal market conditions, the portfolio managers seek securities of companies whose earnings or revenues are not only growing, but growing at an accelerated pace.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | American Century Mutual |
| Mutual Fund Family | American Century Investments |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 2021 |
| Currency | USD - US Dollar |
ULTRA Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ultra Fund's current stock value. Our valuation model uses many indicators to compare Ultra Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ultra Fund competition to find correlations between indicators driving Ultra Fund's intrinsic value. More Info.Ultra Fund R5 is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 1.23 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ultra Fund's earnings, one of the primary drivers of an investment's value.Ultra Fund R5 Systematic Risk
Ultra Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ultra Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Ultra Fund R5 correlated with the market. If Beta is less than 0 Ultra Fund generally moves in the opposite direction as compared to the market. If Ultra Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ultra Fund R5 is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ultra Fund is generally in the same direction as the market. If Beta > 1 Ultra Fund moves generally in the same direction as, but more than the movement of the benchmark.
Ultra Fund November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ultra Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ultra Fund R5. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ultra Fund R5 based on widely used predictive technical indicators. In general, we focus on analyzing ULTRA Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ultra Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.33 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 5.15 | |||
| Value At Risk | (2.21) | |||
| Potential Upside | 1.7 |
Other Information on Investing in ULTRA Mutual Fund
Ultra Fund financial ratios help investors to determine whether ULTRA Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in ULTRA with respect to the benefits of owning Ultra Fund security.
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