Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWCUX (ULTRA FUND INVESTOR CLASS) | 8.29% | 23.42% | 21.41% | 12.38% | 18.12% | 16.08% | 12.88% | … | … |
Data as of 06/04/2026, Common starting date is 01/03/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWCUX (ULTRA FUND INVESTOR CLASS) | 01/03/1986 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 23.42 | 21.41 | 12.38 | 18.12 | 16.08 | 12.88 | … | … | 8.29 | 2.46 | 29.54 | 43.36 | -32.38 | 23.47 | 49.79 | 34.60 | 0.70 | 31.87 | 4.39 | 6.19 | 9.80 | 36.90 | 14.19 | 1.19 | 16.57 | 35.36 | -41.74 | 22.02 | -3.26 | 2.12 | 10.69 | 25.83 | -23.15 | -14.61 | -20.17 | 41.49 | 34.73 | 22.89 | 13.94 | 37.68 | -3.60 | 21.81 | 1.27 | 86.45 | 9.36 | 37.09 | 13.32 | 6.68 | 10.67 |
| Sharpe Ratio | NA | 1.44 | 0.98 | 0.45 | 0.75 | NA | NA | … | … | 1.17 | -0.01 | 1.44 | 2.42 | -1.04 | 1.30 | 1.35 | 2.15 | -0.03 | 3.83 | 0.29 | 0.38 | 0.72 | 3.09 | 0.99 | 0.05 | 0.90 | 1.47 | -1.15 | 1.12 | -0.59 | -0.01 | 0.78 | 1.45 | -1.05 | -0.70 | -0.77 | 1.72 | 1.34 | 0.85 | 0.50 | 1.53 | -0.42 | 0.95 | -0.06 | 3.38 | 0.16 | 1.95 | 0.44 | 0.06 | 0.35 |
| Standard Deviation(%) | NA | 16.32 | 19.72 | 22.53 | 22.09 | NA | NA | … | … | 18.39 | 26.55 | 17.99 | 16.58 | 32.68 | 18.02 | 36.50 | 15.42 | 21.26 | 8.19 | 14.27 | 16.22 | 13.57 | 11.93 | 14.42 | 24.84 | 18.20 | 24.00 | 37.09 | 16.94 | 11.30 | 10.66 | 12.51 | 17.34 | 23.04 | 24.90 | 31.71 | 22.21 | 23.24 | 22.47 | 20.27 | 21.98 | 15.71 | 20.60 | 20.48 | 24.25 | 23.46 | 15.98 | 19.21 | 41.03 | 18.55 |
| Draw Down(%) | NA | 15.72 | 24.86 | 35.23 | 35.23 | NA | NA | … | … | 13.57 | 24.04 | 13.92 | 12.08 | 34.91 | 9.88 | 31.94 | 10.14 | 22.99 | 2.12 | 13.11 | 12.55 | 7.82 | 6.22 | 11.29 | 20.00 | 15.53 | 20.44 | 49.88 | 9.20 | 14.33 | 8.95 | 11.37 | 11.51 | 30.01 | 34.31 | 31.95 | 12.61 | 26.30 | 13.67 | 16.27 | 12.82 | 18.10 | 14.02 | 26.51 | 12.44 | 29.28 | 15.09 | 15.67 | 47.98 | 22.68 |
| Yield(%) | 0.00 | 11.81 | 8.96 | 7.19 | 11.65 | 13.26 | 10.12 | … | … | 0.00 | 11.70 | 4.57 | 8.30 | 4.61 | 7.94 | 4.01 | 5.50 | 7.58 | 7.40 | 4.94 | 5.49 | 7.82 | 5.34 | 0.57 | 0.00 | 0.23 | 0.60 | 0.32 | 29.25 | 6.59 | 0.12 | 0.00 | 0.00 | 0.23 | 0.00 | 9.66 | 4.15 | 11.39 | 25.45 | 6.44 | 6.62 | 3.05 | 0.00 | 0.00 | 0.00 | 0.32 | 16.33 | 0.00 | 36.16 | 0.12 |
Data as of 06/04/2026, Common starting date is 01/03/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWCUX (ULTRA FUND INVESTOR CLASS) |
-21.56%
Mar 2000 – Mar 2003 |
-8.34%
Mar 2000 – Mar 2005 |
-4.81%
Feb 1999 – Feb 2009 |
2.07%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWCUX (ULTRA FUND INVESTOR CLASS) |
41.01%
Oct 1990 – Oct 1993 |
30.37%
Mar 1995 – Mar 2000 |
25.87%
Mar 1990 – Mar 2000 |
18.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart