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)

Thu 1986-05-15? to Tue 2025-05-27 YTD
Return
TRR
Price
TWCUX
×
−4.15%
2025-05-27
21.03 TRR
2025-05-27
Ultra Fund Investor Class Mutual Fund

Returns

Thu 1986-05-15? to Tue 2025-05-27 Overall
Return
Exponential
Trendline
TWCUX
×
+2,002.75%
+8.12%/yr
+7.74%/yr
(R2=0.872)
Ultra Fund Investor Class Mutual Fund

Growth of $10,000

Thu 1986-05-15? to Tue 2025-05-27 Start
Value
End
Value
TWCUX
×
$10,000.00
1986-05-15
$210,274.76
2025-05-27
Ultra Fund Investor Class Mutual Fund

Annual Returns

Year TWCUX
2025 (YTD) −4.15%
2024 +25.91%
2023 +38.71%
2022 −36.49%
2021 +15.35%
2020 +47.79%
2019 +31.59%
2018 −1.19%
2017 +29.14%
2016 +2.29%
2015 +5.41%
2014 +8.95%
2013 +34.90%
2012 +12.25%
2011 −1.75%
2010 +14.90%
2009 +31.74%
2008 −41.79%
2007 +17.19%
2006 −5.63%
2005 −1.24%
2004 +7.17%
2003 +23.51%
2002 −24.92%
2001 −15.92%
2000 −21.15%
1999 +37.90%
1998 +47.89%
1997 +30.44%
1996 +10.24%
1995 +34.27%
1994 −6.13%
1993 +18.55%
1992 −1.58%
1991 +80.90%
1990 +2.76%
1989 +17.80%
1988 +8.30%
1987 −33.06%
1986 −8.94%

Drawdowns

Thu 1986-05-15? to Tue 2025-05-27 Current
Drawdown
Worst
Drawdown
TWCUX
×
−8.39% −68.84%
2009-03-09
Ultra Fund Investor Class Mutual Fund