Ultra Fund R Fund Manager Performance Evaluation
| AULRX Fund | USD 77.90 1.46 1.84% |
The entity has a beta of 0.48, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Ultra Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ultra Fund is expected to be smaller as well.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ultra Fund R are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Ultra Fund showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | American Century Ultra R Stock Price, News, Quote History - Yahoo Finance Canada | 11/07/2025 |
Ultra |
Ultra Fund Relative Risk vs. Return Landscape
If you would invest 6,934 in Ultra Fund R on November 6, 2025 and sell it today you would earn a total of 856.00 from holding Ultra Fund R or generate 12.34% return on investment over 90 days. Ultra Fund R is currently producing 0.2193% returns and takes up 2.3538% volatility of returns over 90 trading days. Put another way, 21% of traded mutual funds are less volatile than Ultra, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ultra Fund Current Valuation
Undervalued
Today
Please note that Ultra Fund's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Ultra Fund R has a current Real Value of $84.91 per share. The regular price of the fund is $77.9. We determine the value of Ultra Fund R from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Ultra Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ultra Mutual Fund. However, Ultra Fund's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 77.9 | Real 84.91 | Hype 77.9 | Naive 81.63 |
The intrinsic value of Ultra Fund's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Ultra Fund's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Ultra Fund R helps investors to forecast how Ultra mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ultra Fund more accurately as focusing exclusively on Ultra Fund's fundamentals will not take into account other important factors: Ultra Fund Target Price Odds to finish over Current Price
The tendency of Ultra Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 77.90 | 90 days | 77.90 | about 26.29 |
Based on a normal probability distribution, the odds of Ultra Fund to move above the current price in 90 days from now is about 26.29 (This Ultra Fund R probability density function shows the probability of Ultra Mutual Fund to fall within a particular range of prices over 90 days) .
Ultra Fund Price Density |
| Price |
Predictive Modules for Ultra Fund
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ultra Fund R. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Ultra Fund Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ultra Fund is not an exception. The market had few large corrections towards the Ultra Fund's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Ultra Fund R, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ultra Fund within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 0.48 | |
σ | Overall volatility | 5.36 | |
Ir | Information ratio | 0.05 |
Ultra Fund Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Ultra Fund for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ultra Fund R can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds 98.69% of its assets under management (AUM) in equities |
Ultra Fund Fundamentals Growth
Ultra Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ultra Fund, and Ultra Fund fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Ultra Mutual Fund performance.
| Price To Earning | 21.11 X | |||
| Price To Book | 4.60 X | |||
| Price To Sales | 2.46 X | |||
| Total Asset | 15.07 B | |||
About Ultra Fund Performance
Evaluating Ultra Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ultra Fund has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ultra Fund has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Ultra Fund R performance evaluation
Checking the ongoing alerts about Ultra Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ultra Fund R help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 98.69% of its assets under management (AUM) in equities |
- Analyzing Ultra Fund's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ultra Fund's stock is overvalued or undervalued compared to its peers.
- Examining Ultra Fund's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ultra Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ultra Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ultra Fund's mutual fund. These opinions can provide insight into Ultra Fund's potential for growth and whether the stock is currently undervalued or overvalued.
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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