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)

Wed 1983-06-22? to Thu 2026-04-02 YTD
Return
TRR
Price
TWCUX
×
−8.79%
2026-04-02
28.69 TRR
2026-04-02
Ultra Fund Investor Class Mutual Fund

Returns

Wed 1983-06-22? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
TWCUX
×
+2,769.38%
+8.16%/yr
+8.45%/yr
(R2=0.904)
Ultra Fund Investor Class Mutual Fund

Growth of $10,000

Wed 1983-06-22? to Thu 2026-04-02 Start
Value
End
Value
TWCUX
×
$10,000.00
1983-06-22
$286,937.83
2026-04-02
Ultra Fund Investor Class Mutual Fund

Annual Returns

Year TWCUX
2026 (YTD) −8.79%
2025 +9.72%
2024 +25.91%
2023 +38.72%
2022 −36.49%
2021 +15.37%
2020 +47.76%
2019 +31.60%
2018 −1.19%
2017 +29.16%
2016 +2.29%
2015 +5.41%
2014 +8.95%
2013 +34.88%
2012 +12.25%
2011 −1.73%
2010 +14.85%
2009 +31.78%
2008 −41.79%
2007 +17.18%
2006 −5.61%
2005 −1.23%
2004 +7.20%
2003 +23.49%
2002 −24.92%
2001 −15.95%
2000 −21.14%
1999 +37.96%
1998 +47.85%
1997 +30.38%
1996 +10.28%
1995 +34.63%
1994 −6.02%
1993 +18.55%
1992 −1.58%
1991 +80.90%
1990 +3.05%
1989 +17.88%
1988 +8.50%
1987 +2.14%
1986 +9.05%
1985 +21.55%
1984 −24.75%
1983 −22.52%

Drawdowns

Wed 1983-06-22? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
TWCUX
×
−12.26% −68.83%
2009-03-09
Ultra Fund Investor Class Mutual Fund