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 2011-12-30?
TWCUX
×
Ultra Fund Investor Class Mutual Fund

Returns

Thu 1986-05-15? to Fri 2011-12-30? Overall
Return
Exponential
Trendline
TWCUX
×
+288.54%
+5.44%/yr
+7.43%/yr
(R2=0.685)
Ultra Fund Investor Class Mutual Fund

Growth of $10,000

Thu 1986-05-15? to Fri 2011-12-30? Start
Value
End
Value
TWCUX
×
$10,000.00
1986-05-15
$38,854.24
2011-12-30
Ultra Fund Investor Class Mutual Fund

Annual Returns

Year TWCUX
2025 (YTD) −6.27%
2024 +25.91%
2023 +38.70%
2022 −36.48%
2021 +15.36%
2020 +47.78%
2019 +31.60%
2018 −1.19%
2017 +29.15%
2016 +2.26%
2015 +5.44%
2014 +8.96%
2013 +34.85%
2012 +12.25%
2011 −1.69%
2010 +14.83%
2009 +31.74%
2008 −41.79%
2007 +17.26%
2006 −5.64%
2005 −1.29%
2004 +7.23%
2003 +23.53%
2002 −24.97%
2001 −15.88%
2000 −21.16%
1999 +37.92%
1998 +47.92%
1997 +30.34%
1996 +10.27%
1995 +34.28%
1994 −6.13%
1993 +18.56%
1992 −1.60%
1991 +80.92%
1990 +2.73%
1989 +17.84%
1988 +8.30%
1987 −33.07%
1986 −8.92%

Drawdowns

Thu 1986-05-15? to Fri 2011-12-30? Final
Drawdown
Worst
Drawdown
TWCUX
×
−43.19% −68.84%
2009-03-09
Ultra Fund Investor Class Mutual Fund