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    US Global Investors Gld & Prec Mtls (USERX)

    5.09 Down 0.09(1.74%) Dec 19

    Performance Overview as of Nov 29, 2014Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:-13.17%
    5-Year Average Return:-16.35%
    Number of Years Up:18
    Number of Years Down:21
    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:-14.73%
    3-Year:-28.81%
    5-Year:-16.35%
    10-Year:-0.08%
    Trailing Returns (%) vs. Benchmarks 
    ReturnUSERXCategoryDiffIndex*Diff
    Year To Date-13.17N/AN/AN/AN/A
    1-Month1.76N/AN/AN/AN/A
    3-Month-31.18N/AN/AN/AN/A
    1-Year-14.73N/AN/AN/AN/A
    3-Year-28.81N/AN/AN/AN/A
    5-Year-16.35N/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
    2014N/AN/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
    201411.8314.31-19.95N/A
    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 Date72N/A
    1-Month96N/A
    3-Month82N/A
    6-Month67N/A
    1-Year67N/A
    3-Year47N/A
    5-Year67N/A