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 2021-12-31?
TWCUX
×
Ultra Fund Investor Class Mutual Fund

Returns

Thu 1986-05-15? to Fri 2021-12-31? Overall
Return
Exponential
Trendline
TWCUX
×
+1,877.76%
+8.74%/yr
+7.45%/yr
(R2=0.834)
Ultra Fund Investor Class Mutual Fund

Growth of $10,000

Thu 1986-05-15? to Fri 2021-12-31? Start
Value
End
Value
TWCUX
×
$10,000.00
1986-05-15
$197,776.23
2021-12-31
Ultra Fund Investor Class Mutual Fund

Annual Returns

Year TWCUX
2025 (YTD) −11.98%
2024 +25.91%
2023 +38.71%
2022 −36.48%
2021 +15.36%
2020 +47.78%
2019 +31.58%
2018 −1.19%
2017 +29.18%
2016 +2.26%
2015 +5.42%
2014 +8.98%
2013 +34.86%
2012 +12.22%
2011 −1.70%
2010 +14.80%
2009 +31.85%
2008 −41.82%
2007 +17.25%
2006 −5.65%
2005 −1.24%
2004 +7.19%
2003 +23.53%
2002 −24.94%
2001 −15.93%
2000 −21.14%
1999 +37.93%
1998 +47.92%
1997 +30.34%
1996 +10.26%
1995 +34.28%
1994 −6.14%
1993 +18.56%
1992 −1.59%
1991 +80.90%
1990 +2.74%
1989 +17.82%
1988 +8.28%
1987 −33.06%
1986 −8.92%

Drawdowns

Thu 1986-05-15? to Fri 2021-12-31? Final
Drawdown
Worst
Drawdown
TWCUX
×
−2.43% −68.83%
2009-03-09
Ultra Fund Investor Class Mutual Fund