All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

TWCUX: Total Return Chart (with Dividends Reinvested)

TWCUX total return snapshot: TWCUX returned +15.60% over the past year and +5.81% YTD, with dividends reinvested. Since Jun. 22, 1983, TWCUX is up +10,748.68% in nominal total return, or +11.50%/yr, and is currently −3.90% below its total-return high on Jun. 1, 2026.

Data ending Wed Jul. 15, 2026

Wed 1983-06-22💬 to Wed 2026-07-15 YTD
Return 		1 Year
Return
TWCUX × 		+5.81%
2026-07-15 		+15.60%
2026-07-15
Ultra Fund Investor Class Mutual Fund

Returns

Wed 1983-06-22💬 to Wed 2026-07-15 Overall
Return 		Exponential
Trendline
TWCUX × 		+10,748.68%
+11.50%/yr 		+11.28%/yr
(R2=0.938)
Ultra Fund Investor Class Mutual Fund

Growth of $10,000

Wed 1983-06-22💬 to Wed 2026-07-15 Start
Value 		End
Value
TWCUX × 		$10,000.00
1983-06-22 		$1,084,867.63
2026-07-15
Ultra Fund Investor Class Mutual Fund

Annual Returns

Year TWCUX
2026 (YTD) +5.81%
2025 +12.66%
2024 +29.54%
2023 +43.36%
2022 −32.38%
2021 +23.47%
2020 +49.79%
2019 +34.60%
2018 +0.70%
2017 +31.87%
2016 +4.40%
2015 +6.19%
2014 +9.80%
2013 +36.90%
2012 +14.19%
2011 +1.19%
2010 +16.56%
2009 +35.36%
2008 −41.74%
2007 +22.02%
2006 −3.26%
2005 +2.12%
2004 +10.69%
2003 +25.83%
2002 −23.15%
2001 −14.61%
2000 −18.47%
1999 +41.61%
1998 +50.29%
1997 +32.58%
1996 +13.94%
1995 +38.05%
1994 −3.51%
1993 +21.81%
1992 +1.27%
1991 +86.46%
1990 +9.35%
1989 +23.32%
1988 +13.32%
1987 +6.67%
1986 +10.27%
1985 +26.17%
1984 −21.81%
1983 −21.06%

Drawdowns

Wed 1983-06-22💬 to Wed 2026-07-15 Current
Drawdown 		Worst
Drawdown
TWCUX × 		−3.90%
from 2026-06-01 peak 		−61.31%
2009-03-09
from 2000-03-27 peak
Ultra Fund Investor Class Mutual Fund

Rolling Returns

Period ending Wed 2026-07-15 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
TWCUX × 		+15.60% +23.83%
+11.28%/yr 		+64.70%
+18.10%/yr 		+59.83%
+9.83%/yr 		+409.92%
+17.69%/yr
Ultra Fund Investor Class Mutual Fund