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 Thu 2025-05-15
TWCUX
×
Ultra Fund Investor Class Mutual Fund

Returns

Thu 1986-05-15? to Thu 2025-05-15 Overall
Return
Exponential
Trendline
TWCUX
×
+2,013.68%
+8.14%/yr
+7.74%/yr
(R2=0.872)
Ultra Fund Investor Class Mutual Fund

Growth of $10,000

Thu 1986-05-15? to Thu 2025-05-15 Start
Value
End
Value
TWCUX
×
$10,000.00
1986-05-15
$211,367.84
2025-05-15
Ultra Fund Investor Class Mutual Fund

Annual Returns

Year TWCUX
2025 (YTD) −3.09%
2024 +25.91%
2023 +38.72%
2022 −36.49%
2021 +15.35%
2020 +47.78%
2019 +31.61%
2018 −1.19%
2017 +29.13%
2016 +2.29%
2015 +5.41%
2014 +8.96%
2013 +34.87%
2012 +12.25%
2011 −1.75%
2010 +14.91%
2009 +31.77%
2008 −41.81%
2007 +17.27%
2006 −5.64%
2005 −1.29%
2004 +7.24%
2003 +23.45%
2002 −24.93%
2001 −15.89%
2000 −21.16%
1999 +37.93%
1998 +47.85%
1997 +30.34%
1996 +10.31%
1995 +34.28%
1994 −6.14%
1993 +18.56%
1992 −1.60%
1991 +80.94%
1990 +2.73%
1989 +17.82%
1988 +8.30%
1987 −33.06%
1986 −8.94%

Drawdowns

Thu 1986-05-15? to Thu 2025-05-15 Final
Drawdown
Worst
Drawdown
TWCUX
×
−7.92% −68.83%
2009-03-09
Ultra Fund Investor Class Mutual Fund