S&P 500: Here’s The World’s Most “Calming” Investment Chart

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S&P 500: Here’s The World’s Most “Calming” Investment Chart by Frank Holmes

Lately there’s been quite a lot of volatility in world markets.

The Shanghai Composite Index has tumbled close to 40 percent since hitting a seven-year high in June. The S&P 500 Index dipped into correction territory after a spectacular six-year bull run. And the Chicago Board Options Exchange SPX Volatility Index—popularly known as the VIX—spiked dramatically last month.

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Many investors are starting to feel cornered, with fewer and fewer “safe haven” assets to turn to.

That’s why, with so much drama in global markets right now, it’s refreshing to find an investment product that knows how to keep its cool.

Minimal Share Price Fluctuation

Take a look at the following chart. Some people might find it boring. Fair enough. I prefer to call it “calming,” like the calm, tranquil waters of a harbor.

Investment Chart S&P 500


The near-static line you’re looking at is the share price for our Near-Term Tax Free Fund (NEARX), whose net asset value (NAV) has floated in the $2 range for more than 10 years.

This is exactly what many investors seek for their cash or short-term investments, especially now: minimal movement in the daily share price.

It’s for this reason that NEARX has become very near and dear to the hearts of our investors.

A Proven Leader in Short-Term Muni Bonds

For 20 years in a row, NEARX has delivered positive total returns, even through two surges in interest rates and two stock market crashes.

Investment Chart S&P 500

Investment Chart S&P 500

An investment in S&P 500 stocks has its place in most portfolios, but NEARX has had a stabilizing effect in times of extreme gains and losses, such as we saw between 2000 and 2009, as well as the most recent market correction.

Out of 25,000 equity and bond funds, only 30 have managed to deliver 20 straight years of positive returns, according to Lipper. Our Near-Term Tax Free Fund is one of those 30.

That’s a rare achievement indeed and represents the kind of track record most investment firms envy.

The recipient of glowing acknowledgements by popular financial and investment newsletter writers, NEARX is also highly-rated by Morningstar. It holds five stars overall among 186 Municipal National Short-Term funds as of 6/30/2015, based on risk-adjusted return.

Stay calm and start taking advantage of our fixed-income expertise by requesting more information on NEARX today.

Please consider carefully a fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a fund prospectus by visiting www.usfunds.com or by calling 1-800-US-FUNDS (1-800-873-8637). Read it carefully before investing. Distributed by U.S. Global Brokerage, Inc.

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