The Periodic Table of Commodity Returns Natural resources are the building blocks of the world, essential to progress and prosperity. These commodities, like all investments, can have wide price fluctuations over time. This table shows the ebb and flow of commodity prices over the past decade and illustrates the principle of mean reversion — the concept that returns eventually move back towards their mean or average. The price movement of commodities is historically both seasonal and cyclical. That’s why when investing in natural resources, we believe it is important for your portfolio to hold a diversified basket of commodities and to be actively managed by professionals who understand these specialized assets and the global trends impacting them. As with all investments, diversification does not protect an investor from market risks and does not assure a profit, and of course, past performance does not guarantee future results. Returns are based on historical spot prices or futures prices. 12-025 1-800-US-FUNDS • www.usfunds.com Performance 29.96% Cu 20.79% Pt 83.21% Ag 29.52% Au 5.16% Pb 11.29% Al 96.60% Pd -5.15% Zn 31.47% Ni 2010 31.39% 46.68% -21.18% 51.75% 15.17% -11.34% 48.16% Ag 56.82% Pt 58.95% Ni 77.94% 10.06% Au -17.82% -21.35% Cu -20.86% Pt -9.94% Ag -18.95% Al -18.27% Pd -25.24% Zn -24.22% Ni 2011 -32.15% 5.76% 8.15% -21.55% Pb 2.78% 5.06% Cu 25.63% Pt 3.46% Ag 24.77% Au -16.37% Pb 0.53% Al -45.91% Pd -2.35% Zn 21.46% Ni 2002 -12.70% 57.26% 12.46% 86.34% 12.80% 2003 51.11% Cu 35.61% Pt 24.27% Ag 19.37% Au 75.44% Pb 17.98% Al -18.70% Pd 34.49% Zn 29.23% 34.55% 4.23% 16.00% 133.07% Ni 4.35% 67.57% 2004 41.30% Cu 14.86% Ag 5.54% Au 42.80% Pb 23.52% Al -3.62% Pd 25.99% Zn -10.29% Ni 5.90% Pt -0.65% 33.61% -18.44% -16.77% 2005 39.79% Cu 29.20% Ag 17.92% Au 4.17% Pb 16.19% Al 36.46% Pd 50.79% Zn -10.12% Ni 12.65% Pt -7.26% 40.48% 10.33% 82.55% 5.37% 37.20% Cu 46.40% Ag 23.15% Au 61.36% Pb 24.15% Al 31.24% Pd 126.16% Zn 17.05% Pt 2006 -43.88% -25.22% 0.02% 47.68% 154.45% Ni 80.88% 2007 6.14% Cu 14.65% Ag 30.98% Au 42.65% Pb -16.70% Al 10.40% Pd -47.13% Zn -23.56% Ni 34.33% Pt 18.80% 93.02% 57.22% 76.65% 16.72% -36.06% Al -38.76% Pt -49.29% Pd -51.07% Zn -53.53% -55.37% Ni -56.53% Cu 2008 5.77% Au -62.52% Pb -10.65% -30.99% -24.87% -24.70% -23.01% Ag 118.07% Pd 129.36% Zn 153.14% Cu 45.71% Al 2009 152.37% Pb 24.36% Au 1.84% -0.89% -13.36% Source: Bloomberg and U.S. Global Research Crude Oil Nickel Zinc Palladium Aluminum Copper Platinum Natural Gas Silver Gold Lead Corn Wheat Coal Cu Pt Ag Au Pb Al Pd Zn Ni Legend

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This is a great slide provided by Frank Holmes of US Global Investors. You can read his complete article on the topic here:"What the next decade holds for commodities" http://bit.ly/zX6tXJ

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The Periodic Table of Commodity Returns

Natural resources are the building blocks of the world, essential to progress and prosperity. These commodities, like all investments, can have wide price fluctuations over time. This table shows the ebb and flow of commodity prices over the past decade and illustrates the principle of mean reversion — the concept that returns eventually move back towards their mean or average. The price movement of commodities is historically both seasonal and cyclical. That’s why when investing in natural resources, we believe it is important for your portfolio to hold a diversified basket of commodities and to be actively managed by professionals who understand these specialized assets and the global trends impacting them. As with all investments, diversification does not protect an investor from market risks and does not assure a profit, and of course, past performance does not guarantee future results. Returns are based on historical spot prices or futures prices. 12-025

1-800-US-FUNDS • www.usfunds.com

Perf

orm

ance

29.96%Cu

20.79%Pt

83.21%Ag

29.52%Au

5.16%Pb

11.29%Al

96.60%Pd

-5.15%Zn