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Wednesday, December 23, 2009, 12:11PM ET - U.S. Markets close in 3 hours and 49 minutes. Dow Down 0.04% Nasdaq Up 0.48%
U.S. Global Investors Near-Term T/F (NEARX)On Dec 22: 2.22   0.00 (0.00%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Above average
Year to Date Return:5.24%
5-Year Average Return:3.47%
Number of Years Up:5
Number of Years Down:0
Best 1-Yr Total Return (2007):4.53%
Worst 1-Yr Total Return (2005):0.98%
Best 3-Yr Total Return (2006-8):3.56%
Worst 3-Yr Total Return (2004-6):1.87%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnNEARXCategoryDiffIndex*Diff
Year To Date5.245.54-0.312.53-7.29
1-Month1.090.750.340.830.26
3-Month1.501.190.312.25-0.75
1-Year7.025.781.2414.17-7.15
3-Year4.273.191.084.170.1
5-Year3.472.860.614.50-1.03
Last Bull Market ( 28-Feb-09 to 30-Sep-09)3.473.410.069.40-5.93
Last Bear Market ( 31-Aug-08 to 31-Aug-09)4.322.871.455.67-1.35
* Index means [ BarCap Municipal TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearNEARXCategoryDiff
2009N/AN/AN/A
2008
 
3.250.862.39
2007
 
4.533.311.22
2006
 
2.892.95-0.06
2005
 
0.981.21-0.23
2004
 
1.751.190.56
2003
 
3.312.440.87
2002
 
7.205.391.81
2001
 
4.624.77-0.15
2000
 
6.495.870.62
1999
 
0.400.74-0.34
PAST QUARTERLY RETURNS (%) FOR NEARX 
Q1Q2Q3Q4
20092.080.182.53N/A
20081.30-0.600.322.22
20070.89-0.102.321.35
2006-0.090.282.270.42
2005-0.781.210.280.28
20041.03-1.571.970.34
20031.061.460.590.16
20020.643.053.110.24
20011.920.772.26-0.39
20001.040.961.762.58
1999N/AN/AN/A0.17
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date9114363.64
1-Month7716147.83
3-Month4915930.82
6-Month5614837.84
1-Year5413739.42
3-Year1812714.17
5-Year2712122.31

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