All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
TWCUX real return snapshot: after CPI-U inflation, TWCUX returned +9.26% over the past year and −0.12% YTD, with dividends reinvested. Since Jun. 22, 1983, TWCUX is up +3,041.75% in real purchasing-power return, or +8.34%/yr, and is currently −6.18% below its real total-return high on Jun. 1, 2026.
Data ending Thu Jul. 2, 2026
| Wed 1983-06-22💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| TWCUX × |
−0.12%
2026-07-02 |
+9.26%
2026-07-02 |
||||
| Ultra Fund Investor Class Mutual Fund | ||||||
| Wed 1983-06-22💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| TWCUX × |
+3,041.75%
+8.34%/yr |
+8.47%/yr
(R2=0.905) |
||||
| Ultra Fund Investor Class Mutual Fund | ||||||
| Wed 1983-06-22💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| TWCUX × |
$10,000.00
1983-06-22 |
$314,174.65
2026-07-02 |
||||
| Ultra Fund Investor Class Mutual Fund | ||||||
| Year | TWCUX |
|---|---|
| 2026 (YTD) | −0.12% |
| 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% |
| Wed 1983-06-22💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| TWCUX × |
−6.18%
from 2026-06-01 peak |
−68.84%
2009-03-09 from 2000-03-27 peak |
||||
| Ultra Fund Investor Class Mutual Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| TWCUX × | +9.26% |
+15.26% +7.36%/yr |
+49.34% +14.30%/yr |
+28.24% +5.10%/yr |
+268.04% +13.92%/yr |
|
| Ultra Fund Investor Class Mutual Fund | ||||||
