All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

TWCUX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

TWCUX real return snapshot: after CPI-U inflation, TWCUX returned +4.32% over the past year and −3.33% YTD, with dividends reinvested. Since Jun. 22, 1983, TWCUX is up +2,940.74% in real purchasing-power return, or +8.25%/yr, and is currently −9.22% below its real total-return high on Jun. 1, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Wed 1983-06-22💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
TWCUX × 		+2,940.74%
+8.25%/yr 		+8.47%/yr
R2=0.906
Ultra Fund Investor Class Mutual Fund

Growth of $10,000 Summary

Wed 1983-06-22💬 to Fri 2026-07-24 Start
Value 		End
Value
TWCUX × 		$10,000.00
1983-06-22 		$304,074.00
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
TWCUX × 		−3.33% +4.32%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
TWCUX × 		−9.22%
on 2026-07-24
from 2026-06-01 peak 		−68.84%
on 2009-03-09
from 2000-03-27 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
TWCUX × 		+4.32% +17.41%
+8.36%/yr 		+43.04%
+12.67%/yr 		+19.50%
+3.63%/yr 		+241.75%
+13.08%/yr

Annual Returns

Year TWCUX
2026 (YTD) −3.33%
2025 +9.72%
2024 +25.91%
2023 +38.71%
2022 −36.49%
2021 +15.35%
2020 +47.78%
2019 +31.60%
2018 −1.18%
2017 +29.14%
2016 +2.28%
2015 +5.41%
2014 +8.98%
2013 +34.88%
2012 +12.24%
2011 −1.73%
2010 +14.85%
2009 +31.78%
2008 −41.79%
2007 +17.22%
2006 −5.63%
2005 −1.27%
2004 +7.20%
2003 +23.51%
2002 −24.93%
2001 −15.91%
2000 −21.15%
1999 +37.91%
1998 +47.91%
1997 +30.36%
1996 +10.28%
1995 +34.63%
1994 −6.02%
1993 +18.55%
1992 −1.59%
1991 +80.92%
1990 +3.05%
1989 +17.85%
1988 +8.53%
1987 +2.14%
1986 +9.07%
1985 +21.56%
1984 −24.78%
1983 −22.52%