Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWCCX (ULTRA FUND C CLASS) | 1.29% | 13.84% | 17.23% | 9.58% | 16.36% | 14.58% | 11.55% | … | … |
Data as of 06/10/2026, Common starting date is 04/09/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWCCX (ULTRA FUND C CLASS) | 04/09/2003 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.73 | 13.84 | 17.23 | 9.58 | 16.36 | 14.58 | 11.55 | … | … | 1.29 | 11.56 | 28.25 | 41.96 | -33.02 | 22.35 | 48.28 | 33.27 | -0.27 | 30.55 | 3.35 | 5.12 | 8.70 | 35.55 | 13.04 | 0.20 | 15.46 | 34.04 | -42.34 | 20.81 | -4.24 | 1.12 | 9.60 | 23.82 |
| Sharpe Ratio | NA | 0.94 | 0.78 | 0.35 | 0.67 | NA | NA | … | … | 0.35 | 0.36 | 1.37 | 2.33 | -1.06 | 1.24 | 1.31 | 2.06 | -0.08 | 3.68 | 0.22 | 0.31 | 0.64 | 2.97 | 0.91 | 0.01 | 0.84 | 1.42 | -1.16 | 1.05 | -0.68 | -0.11 | 0.69 | 2.24 |
| Standard Deviation(%) | NA | 16.84 | 19.86 | 22.60 | 22.14 | NA | NA | … | … | 19.14 | 24.09 | 17.99 | 16.59 | 32.70 | 18.03 | 36.52 | 15.44 | 21.26 | 8.17 | 14.26 | 16.23 | 13.61 | 11.95 | 14.44 | 24.82 | 18.22 | 23.97 | 37.10 | 16.96 | 11.31 | 10.63 | 12.48 | 14.84 |
| Draw Down(%) | NA | 16.04 | 25.12 | 35.77 | 35.77 | NA | NA | … | … | 13.75 | 24.20 | 13.98 | 12.31 | 35.42 | 9.93 | 32.01 | 10.21 | 23.19 | 2.19 | 13.19 | 12.66 | 7.96 | 6.30 | 11.42 | 20.16 | 15.65 | 20.54 | 50.35 | 9.25 | 14.76 | 9.25 | 11.69 | 4.81 |
| Yield(%) | 0.00 | 17.54 | 12.46 | 9.31 | 13.88 | 14.78 | 10.66 | … | … | 0.00 | 17.45 | 6.64 | 11.64 | 6.23 | 10.39 | 5.15 | 6.91 | 9.26 | 8.61 | 5.47 | 6.08 | 8.50 | 5.58 | 0.28 | 0.00 | 0.03 | 0.00 | 0.00 | 30.79 | 6.85 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/09/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWCCX (ULTRA FUND C CLASS) |
-16.26%
Feb 2006 – Feb 2009 |
-8.97%
Feb 2004 – Feb 2009 |
4.68%
Jun 2003 – Jun 2013 |
6.85%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWCCX (ULTRA FUND C CLASS) |
34.22%
Dec 2018 – Dec 2021 |
26.15%
Oct 2016 – Oct 2021 |
19.21%
Sep 2011 – Sep 2021 |
16.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart