This table shows the annual percentage returns of various commodities from 2002 to 2011. During this period, commodity returns fluctuated widely from year to year, with some commodities experiencing gains over 100% while others had losses over 50%. Overall, the data illustrates that commodity prices experience significant ebbs and flows over time and tend to revert back to their average, highlighting the importance of diversification and active management for commodity investments.

1. The Periodic Table of Commodity Returns
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
86.34% 133.07% 67.57% 82.55% 154.45% 93.02% 5.77% 153.14% 96.60% 10.06%
Ni Ni Au Cu Pd Au
57.26% 75.44% 42.80% 50.79% 126.16% 76.65% -10.65% 152.37% 83.21% 8.15%
Pb Pb Zn Zn Pb Ag Legend
25.63% 51.11% 41.30% 40.48% 80.88% 57.22% -23.01% 129.36% 51.75% 5.76%
Pt Cu Cu Ag Zn
Aluminum
Al
24.77% 35.61% 33.61% 39.79% 61.36% 42.65% -24.70% 118.07% 46.68% 2.78% Coal
Au Pt Cu Pb Pb Pd Cu
Copper
21.46% 34.55% 25.99% 36.46% 47.68% 34.33% -24.87% 77.94% 31.47% -9.94% Corn
Ni Zn Pd Pt Ni Ag
Crude Oil
12.80% 34.49% 23.52% 29.20% 46.40% 30.98% -30.99% 58.95% 31.39% -17.82%
Zn Al Ag Ag Au Ni
Performance
Au Gold
12.46% 29.23% 14.86% 17.92% 37.20% 18.80% -36.06% 56.82% 29.96% -18.27% Lead
Ag Au Cu Al Pt Cu Pd Pb
Natural Gas
5.06% 24.27% 5.90% 16.19% 31.24% 16.72% -38.76% 48.16% 29.52% -18.95%
Cu Ag Pt Al Pd Pt Ag Au Al Ni
Nickel
3.46% 19.37% 5.54% 12.65% 24.15% 14.65% -49.29% 45.71% 20.79% -20.86% Palladium
Pd
Ag Au Au Pt Al Ag Pd Al Pt Pt
Pt Platinum
0.53% 17.98% -0.65% 10.33% 23.15% 10.40% -51.07% 24.36% 15.17% -21.35%
Al Al Au Pd Zn Au Cu Ag Silver
-2.35% 16.00% -3.62% 5.37% 17.05% 6.14% -53.53% 1.84% 11.29% -21.55% Zn
Zinc
Zn Pd Pt Cu Al Pb
Wheat
-12.70% 4.35% -10.29% 4.17% 0.02% -16.70% -55.37% -0.89% 5.16% -24.22%
Ni Pb Al Ni Pb Ni Source: Bloomberg and
U.S. Global Research
-16.37% 4.23% -16.77% -7.26% -25.22% -23.56% -56.53% -11.34% -5.15% -25.24%
Pb Ni Cu Zn Zn
-45.91% -18.70% -18.44% -10.12% -43.88% -47.13% -62.52% -13.36% -21.18% -32.15%
Pd Pd Ni Zn Pb
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
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