Here you can find all mutual funds issued by U.S. Global Investors and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: U.S. Global Investors
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
U.S. Global Investors Near-Term Tax Free Fund | Municipal Bonds | Dec 3, 1990 | 0.45% | 2.14% | 0.84% | 2.87% | ||||||||
U.S. Global Investors Global Resources Fund | Energy Equities | Aug 2, 1983 | 1.54% | 2.52% | -2.89% | 0.00% | ||||||||
U.S. Global Investors U.S. Government Ultra-Short ... | Ultrashort Bond | Dec 2, 2013 | 1.06% | 3.26% | 1.68% | 3.94% | ||||||||
U.S. Global Investors World Precious Minerals Fund | Precious Metals | Nov 26, 1985 | 1.53% | 12.41% | -1.19% | 0.00% | ||||||||
U.S. Global Investors Gold & Precious Metals Fund | Precious Metals | Jun 30, 1974 | 1.52% | 32.25% | 8.61% | 0.00% | ||||||||
U.S. Global Investors Global Luxury Goods Fund | Consumer Discretionary Equities | May 2, 1995 | 1.55% | 8.01% | 6.92% | 2.51% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years