Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GROW (U.S. Global Investors, Inc.) | -8.16% | -15.89% | -18.70% | 8.79% | -0.25% | -6.19% | 1.71% | 1.66% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GROW (U.S. Global Investors, Inc.) | 04/24/1985 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 04/24/1985.
AR inception is since 04/24/1985.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.30 | -15.89 | -18.70 | 8.79 | -0.25 | -6.19 | 1.71 | 1.66 | -8.16 | -10.45 | 0.68 | -32.83 | -18.16 | 285.93 | 34.28 | -71.26 | 193.33 | 18.95 | -61.38 | 24.32 | -35.36 | -30.52 | -23.40 | -31.90 | 160.30 | -70.02 | -49.82 | 383.24 | 239.02 | -4.65 | 76.23 | 132.38 | -1.18 | -29.17 | -4.00 | -16.67 | -21.05 | 46.15 | -50.00 | -42.22 | 83.67 | 11.36 | 83.33 | -25.00 | 60.00 | -54.55 | 10.00 | -4.76 | -27.59 |
| Sharpe Ratio | NA | -1.17 | -0.94 | 0.07 | -0.05 | NA | NA | -0.01 | -1.42 | -0.83 | -0.13 | -0.76 | -0.25 | 3.11 | 0.48 | -0.92 | 1.99 | 0.28 | -1.04 | 0.48 | -0.79 | -0.65 | -0.49 | -0.64 | 1.73 | -0.67 | -0.70 | 4.95 | 4.59 | -0.09 | 0.83 | 1.47 | -0.04 | -0.40 | -0.06 | -0.32 | -0.34 | 0.55 | -0.64 | -0.67 | 1.44 | 0.20 | 2.49 | -0.66 | 0.79 | -0.81 | 0.08 | -0.15 | -0.53 |
| Standard Deviation(%) | NA | 20.35 | 29.10 | 52.52 | 66.98 | NA | NA | 70.22 | 22.94 | 20.59 | 28.42 | 45.06 | 72.48 | 91.31 | 68.83 | 79.27 | 97.53 | 67.25 | 59.08 | 51.07 | 44.52 | 47.62 | 47.47 | 50.15 | 92.82 | 105.09 | 75.85 | 77.32 | 51.64 | 59.80 | 90.97 | 89.47 | 81.98 | 82.97 | 119.68 | 63.33 | 71.07 | 76.99 | 83.79 | 66.98 | 56.49 | 44.88 | 31.78 | 46.02 | 69.03 | 73.01 | 72.95 | 60.64 | 80.35 |
| Draw Down(%) | NA | 21.82 | 57.25 | 80.58 | 86.89 | NA | NA | 96.71 | 16.78 | 16.43 | 23.53 | 55.02 | 63.63 | 42.52 | 43.35 | 81.58 | 42.90 | 45.17 | 68.58 | 31.39 | 51.23 | 47.29 | 39.25 | 55.71 | 44.37 | 84.59 | 55.15 | 38.82 | 26.56 | 47.42 | 41.09 | 60.41 | 40.00 | 62.50 | 65.59 | 52.27 | 38.64 | 37.27 | 58.06 | 59.18 | 32.61 | 22.58 | 33.33 | 54.55 | 50.00 | 63.64 | 71.83 | 50.00 | 70.73 |
| Yield(%) | 0.00 | 3.03 | 1.94 | 4.63 | 1.98 | 1.05 | 4.30 | 2.95 | 1.23 | 3.26 | 3.09 | 1.91 | 1.09 | 2.05 | 2.93 | 0.69 | 2.66 | 3.38 | 1.76 | 2.35 | 1.40 | 3.86 | 2.93 | 1.99 | 4.51 | 1.41 | 0.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GROW (U.S. Global Investors, Inc.) |
-40.03%
Jul 1987 - Jul 1990 |
-31.74%
Jun 2008 - Jun 2013 |
-25.54%
Dec 2006 - Dec 2016 |
-10.74%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GROW (U.S. Global Investors, Inc.) |
152.65%
Apr 2004 - Apr 2007 |
129.72%
Dec 2001 - Dec 2006 |
41.73%
Apr 1997 - Apr 2007 |
23.74%
Dec 1991 - Dec 2006 |
Annualized Rolling Returns Comparison Chart