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 Mon 2025-04-28 YTD
Return
TRR
Price
TWCUX
×
−12.27%
2025-04-28
19.25 TRR
2025-04-28
Ultra Fund Investor Class Mutual Fund

Returns

Thu 1986-05-15? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
TWCUX
×
+1,824.73%
+7.89%/yr
+7.74%/yr
(R2=0.871)
Ultra Fund Investor Class Mutual Fund

Growth of $10,000

Thu 1986-05-15? to Mon 2025-04-28 Start
Value
End
Value
TWCUX
×
$10,000.00
1986-05-15
$192,473.37
2025-04-28
Ultra Fund Investor Class Mutual Fund

Annual Returns

Year TWCUX
2025 (YTD) −12.27%
2024 +25.92%
2023 +38.70%
2022 −36.49%
2021 +15.36%
2020 +47.79%
2019 +31.57%
2018 −1.17%
2017 +29.13%
2016 +2.26%
2015 +5.42%
2014 +8.98%
2013 +34.91%
2012 +12.22%
2011 −1.76%
2010 +14.87%
2009 +31.74%
2008 −41.77%
2007 +17.18%
2006 −5.60%
2005 −1.30%
2004 +7.19%
2003 +23.51%
2002 −24.93%
2001 −15.88%
2000 −21.17%
1999 +37.91%
1998 +47.88%
1997 +30.43%
1996 +10.25%
1995 +34.25%
1994 −6.12%
1993 +18.56%
1992 −1.59%
1991 +80.93%
1990 +2.74%
1989 +17.82%
1988 +8.28%
1987 −33.06%
1986 −8.94%

Drawdowns

Thu 1986-05-15? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
TWCUX
×
−16.15% −68.84%
2009-03-09
Ultra Fund Investor Class Mutual Fund