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Wednesday, February 10, 2010, 5:45AM ET - U.S. Markets open in 3 hours and 45 minutes. Dow Up 1.52% Nasdaq  0.00%
U.S. Global Investors Near-Term T/F (NEARX)On Feb 9: 2.22   0.00 (0.00%)  
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Performance  As of 31-Jan-10Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Above average
Year to Date Return:0.68%
5-Year Average Return:3.43%
Number of Years Up:5
Number of Years Down:0
Best 1-Yr Total Return (2009):5.00%
Worst 1-Yr Total Return (2005):0.98%
Best 3-Yr Total Return (2007-9):4.26%
Worst 3-Yr Total Return (2005-7):2.79%
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 Date0.680.380.30.520.16
1-Month0.680.380.30.520.16
3-Month1.551.190.361.69-0.14
1-Year3.554.08-0.539.49-5.94
3-Year4.563.491.074.68-0.12
5-Year3.432.920.514.23-0.8
Last Bull Market ( 28-Feb-09 to 30-Sep-09)3.473.62-0.159.40-5.93
Last Bear Market ( 31-Aug-08 to 31-Aug-09)4.323.141.185.67-1.35
* Index means [ BarCap Municipal TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearNEARXCategoryDiff
2009
 
5.005.91-0.91
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
PAST QUARTERLY RETURNS (%) FOR NEARX 
Q1Q2Q3Q4
20092.080.182.530.14
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
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date4316126.71
1-Month4016124.84
3-Month4816129.81
6-Month6415341.83
1-Year8114257.04
3-Year2412818.75
5-Year2712122.31

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