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 Mon 2026-04-27 YTD
Return
TRR
Price
TWCUX
×
+1.04%
2026-04-27
31.78 TRR
2026-04-27
Ultra Fund Investor Class Mutual Fund

Returns

Wed 1983-06-22? to Mon 2026-04-27 Overall
Return
Exponential
Trendline
TWCUX
×
+3,078.01%
+8.41%/yr
+8.45%/yr
(R2=0.904)
Ultra Fund Investor Class Mutual Fund

Growth of $10,000

Wed 1983-06-22? to Mon 2026-04-27 Start
Value
End
Value
TWCUX
×
$10,000.00
1983-06-22
$317,801.05
2026-04-27
Ultra Fund Investor Class Mutual Fund

Annual Returns

Year TWCUX
2026 (YTD) +1.04%
2025 +9.73%
2024 +25.92%
2023 +38.70%
2022 −36.48%
2021 +15.35%
2020 +47.77%
2019 +31.62%
2018 −1.21%
2017 +29.14%
2016 +2.30%
2015 +5.39%
2014 +8.99%
2013 +34.87%
2012 +12.25%
2011 −1.71%
2010 +14.85%
2009 +31.74%
2008 −41.80%
2007 +17.28%
2006 −5.68%
2005 −1.22%
2004 +7.19%
2003 +23.49%
2002 −24.91%
2001 −15.94%
2000 −21.13%
1999 +37.89%
1998 +47.95%
1997 +30.31%
1996 +10.28%
1995 +34.62%
1994 −6.02%
1993 +18.55%
1992 −1.58%
1991 +80.91%
1990 +3.05%
1989 +17.84%
1988 +8.54%
1987 +2.16%
1986 +9.05%
1985 +21.56%
1984 −24.79%
1983 −22.51%

Drawdowns

Wed 1983-06-22? to Mon 2026-04-27 Current
Drawdown
Worst
Drawdown
TWCUX
×
−2.81% −68.84%
2009-03-09
Ultra Fund Investor Class Mutual Fund