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Monday, November 30, 2009, 4:59AM ET - U.S. Markets open in 4 hours and 31 minutes. Dow  1.48% Nasdaq  0.00%

U.S. Global Investors Tax-Free (USUTX)

On Nov 27: 12.27   0.02 (0.16%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 5 Number of Years Down: 0 Best 1 Yr Total Return (2006): 4.51% Worst 1 Yr Total Return (2008): 0.54% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic USUTX Category Alpha (against Standard Index) -0.06 -0.48 Beta (against Standard Index) 0.80 0.85 Mean Annual Return 3.77 0.29 R-squared (against Standard Index) 95 90.10 Standard Deviation 4.87 5.40 Sharpe Ratio 0.29 N/A Treynor Ratio 1.70 N/A 5 Years Statistic USUTX Category Alpha (against Standard Index) -0.25 -0.83 Beta (against Standard Index) 0.81 0.85 Mean Annual Return 3.69 0.27 R-squared (against Standard Index) 96 90.34 Standard Deviation 4.04 4.41 Sharpe Ratio 0.18 N/A Treynor Ratio 0.83 N/A 10 Years Statistic USUTX Category Alpha (against Standard Index) -0.58 -0.73 Beta (against Standard Index) 0.92 0.88 Mean Annual Return 4.83 0.38 R-squared (against Standard Index) 95 92.14 Standard Deviation 4.40 4.29 Sharpe Ratio 0.43 N/A Treynor Ratio 2.03 N/A
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