Dow Up0.82% Nasdaq Up0.70%

US Global Investors Gld & Prec Mtls (USERX)

7.91 Up 0.12(1.54%) May 25

Performance Overview as of Apr 29, 2016Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:4.00
Year-to-Date Return:73.62%
5-Year Average Return:-12.25%
Number of Years Up:18
Number of Years Down:23
Best 1 Yr Total Return (2002-12-31):81.38%
Worst 1 Yr Total Return (2013-12-31):-49.07%
Best 3-Yr Total Return (N/A):49.88%
Worst 3-Yr Total Return (N/A):-28.71%
Load Adjusted Returns 
1-Year:46.32%
3-Year:0.75%
5-Year:-12.25%
10-Year:-1.82%
Trailing Returns (%) vs. Benchmarks 
ReturnUSERXCategoryDiffIndex*Diff
Year To Date73.62N/AN/AN/AN/A
1-Month30.21N/AN/AN/AN/A
3-Month69.12N/AN/AN/AN/A
1-Year46.32N/AN/AN/AN/A
3-Year0.75N/AN/AN/AN/A
5-Year-12.25N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)-12.37N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-18.04N/AN/AN/AN/A
Annual Total Return (%) History () 
YearUSERXCategoryDiff
2016N/AN/AN/A
2015
 
-4.78N/AN/A
2014
 
-14.00N/AN/A
2013
 
-49.07N/AN/A
2012
 
-6.44N/AN/A
2011
 
-23.97N/AN/A
2010
 
36.88N/AN/A
2009
 
43.11N/AN/A
2008
 
-27.05N/AN/A
2007
 
16.91N/AN/A
2006
 
50.19N/AN/A
2005
 
32.80N/AN/A
2004
 
-6.44N/AN/A
2003
 
67.08N/AN/A
2002
 
81.38N/AN/A
2001
 
11.11N/AN/A
2000
 
-29.84N/AN/A
1999
 
-2.62N/AN/A
1998
 
-32.98N/AN/A
1997
 
-57.37N/AN/A
1996
 
-25.49N/AN/A
1995
 
-26.83N/AN/A
1994
 
-2.66N/AN/A
1993
 
123.92N/AN/A
1992
 
-50.83N/AN/A
1991
 
-15.65N/AN/A
1990
 
-34.22N/AN/A
1989
 
64.73N/AN/A
1988
 
-35.74N/AN/A
1987
 
31.59N/AN/A
1986
 
37.87N/AN/A
1985
 
-26.84N/AN/A
1984
 
-29.65N/AN/A
1983
 
1.17N/AN/A
1982
 
72.34N/AN/A
1981
 
-27.87N/AN/A
1980
 
80.69N/AN/A
1979
 
183.63N/AN/A
1978
 
1.80N/AN/A
1977
 
49.39N/AN/A
1976
 
-41.22N/AN/A
1975
 
-38.27N/AN/A
1974N/AN/AN/A
Past Quarterly Returns (%) for USERX 
Q1Q2Q3Q4
201633.33N/AN/AN/A
20152.333.98-12.572.36
201411.8314.31-19.95-15.96
2013-15.53-33.377.69-15.97
2012-1.98-12.5424.79-12.54
2011-3.57-12.28-4.10-6.28
2010-2.399.8713.6912.27
20097.117.1616.017.48
20088.37-1.72-28.29-4.50
2007-4.54-2.2817.956.26
200634.957.27-7.0411.60
2005-4.54-1.4122.9514.77
20040.91-20.8113.573.10
2003-10.089.5127.8032.75
200252.4119.46-12.1213.36
2001-8.0517.92-1.063.57
2000-18.28-3.95-10.27-0.38
1999-7.07-3.6625.44-13.29
1998-7.02-28.307.89-6.83
1997-11.43-22.261.06-38.74
199611.86-14.29-10.33-13.33
1995-15.38-6.066.54-13.60
1994-16.674.5828.63-13.17
199335.8841.01-11.2431.67
1992-11.64-8.64-21.82-22.09
1991-11.6421.28-15.41-6.95
1990-12.24-16.52-0.52-9.74
198914.67-0.2610.8829.90
1988-15.73-18.51-14.449.38
198760.43-11.3611.75-17.20
198617.27-18.8345.77-0.64
198518.47-11.17-23.34-9.32
198412.38-8.01-16.98-18.03
1983-4.9618.34-13.483.97
1982-19.49-16.6265.8854.77
1981-16.21-22.9123.67-9.71
1980-4.3947.1051.85-15.39
197920.8129.4640.0829.46
19782.02-3.8219.25-13.00
197711.27-2.6037.840.00
1976-28.09-0.55-26.1111.25
197512.47-5.13-38.11-6.52
19746.91N/AN/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date82N/A
1-Month19N/A
3-Month83N/A
6-Month34N/A
1-Year3N/A
3-Year8N/A
5-Year13N/A