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 +12.67% over the past year and +1.31% YTD, with dividends reinvested. Since Jun. 22, 1983, TWCUX is up +10,286.75% in nominal total return, or +11.40%/yr, and is currently −7.99% below its total-return high on Jun. 1, 2026.

Data ending Fri Jun. 26, 2026

Wed 1983-06-22💬 to Fri 2026-06-26 YTD
Return
1 Year
Return
TWCUX
×
+1.31%
2026-06-26
+12.67%
2026-06-26
Ultra Fund Investor Class Mutual Fund

Returns

Wed 1983-06-22💬 to Fri 2026-06-26 Overall
Return
Exponential
Trendline
TWCUX
×
+10,286.75%
+11.40%/yr
+11.27%/yr
(R2=0.938)
Ultra Fund Investor Class Mutual Fund

Growth of $10,000

Wed 1983-06-22💬 to Fri 2026-06-26 Start
Value
End
Value
TWCUX
×
$10,000.00
1983-06-22
$1,038,675.24
2026-06-26
Ultra Fund Investor Class Mutual Fund

Annual Returns

Year TWCUX
2026 (YTD) +1.31%
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 Fri 2026-06-26 Current
Drawdown
Worst
Drawdown
TWCUX
×
−7.99%
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 Fri 2026-06-26 1
Year
2
Years
3
Years
5
Years
10
Years
TWCUX
×
+12.67% +21.80%
+10.36%/yr
+66.12%
+18.43%/yr
+58.44%
+9.64%/yr
+416.60%
+17.85%/yr
Ultra Fund Investor Class Mutual Fund