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 Fri 2025-06-20 YTD
Return
TRR
Price
TWCUX
×
−4.21%
2025-06-20
21.01 TRR
2025-06-20
Ultra Fund Investor Class Mutual Fund

Returns

Thu 1986-05-15? to Fri 2025-06-20 Overall
Return
Exponential
Trendline
TWCUX
×
+2,001.43%
+8.10%/yr
+7.75%/yr
(R2=0.872)
Ultra Fund Investor Class Mutual Fund

Growth of $10,000

Thu 1986-05-15? to Fri 2025-06-20 Start
Value
End
Value
TWCUX
×
$10,000.00
1986-05-15
$210,142.92
2025-06-20
Ultra Fund Investor Class Mutual Fund

Annual Returns

Year TWCUX
2025 (YTD) −4.21%
2024 +25.92%
2023 +38.70%
2022 −36.48%
2021 +15.36%
2020 +47.76%
2019 +31.62%
2018 −1.19%
2017 +29.13%
2016 +2.29%
2015 +5.40%
2014 +8.98%
2013 +34.90%
2012 +12.23%
2011 −1.75%
2010 +14.87%
2009 +31.77%
2008 −41.78%
2007 +17.23%
2006 −5.63%
2005 −1.29%
2004 +7.22%
2003 +23.48%
2002 −24.93%
2001 −15.90%
2000 −21.15%
1999 +37.89%
1998 +47.89%
1997 +30.38%
1996 +10.28%
1995 +34.26%
1994 −6.12%
1993 +18.55%
1992 −1.58%
1991 +80.88%
1990 +2.76%
1989 +17.85%
1988 +8.28%
1987 −33.08%
1986 −8.92%

Drawdowns

Thu 1986-05-15? to Fri 2025-06-20 Current
Drawdown
Worst
Drawdown
TWCUX
×
−8.46% −68.83%
2009-03-09
Ultra Fund Investor Class Mutual Fund