U.S. Global Investors, Inc. (GROW)

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The chart shows the growth of an initial investment of $10,000 in U.S. Global Investors, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

U.S. Global Investors, Inc. (GROW) has returned 3.72% so far this year and 13.82% over the past 12 months. Over the last ten years, GROW has returned 6.24% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 3, 1996, GROW's average daily return is +0.11%, while the average monthly return is +1.73%. At this rate, your investment would double in approximately 3.4 years.

Historically, 47% of months were positive and 53% were negative. The best month was Dec 2002 with a return of +95.9%, while the worst month was Sep 2020 at -35.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 10 months.

On a daily basis, GROW closed higher 41% of trading days. The best single day was Feb 3, 1999 with a return of +78.8%, while the worst single day was Oct 9, 2008 at -25.9%.

U.S. Global Investors, Inc. has an annualized alpha of 23.68%, beta of 0.80, and R² of 0.04 versus S&P 500 Index. Calculated based on daily prices since June 04, 1996.

• This stock participated in 112.45% of S&P 500 Index downside but only 91.23% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.04 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

GROW ranks 52 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for U.S. Global Investors, Inc. (GROW) and compare them to a chosen benchmark (S&P 500 Index).

U.S. Global Investors, Inc. provided a 3.63% dividend yield over the last twelve months, with an annual payout of $0.09 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for U.S. Global Investors, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the U.S. Global Investors, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the U.S. Global Investors, Inc. was 96.74%, occurring on Mar 24, 2020. The portfolio has not yet recovered.

The current U.S. Global Investors, Inc. drawdown is 88.88%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of U.S. Global Investors, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how U.S. Global Investors, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.