GRHIX vs. PSPFX
Compare and contrast key facts about Goehring & Rozencwajg Resources Fund (GRHIX) and U.S. Global Investors Global Resources Fund (PSPFX).
GRHIX is managed by Goehring & Rozencwajg. It was launched on Dec 29, 2016. PSPFX is managed by US Global. It was launched on Aug 2, 1983.
Performance
GRHIX vs. PSPFX - Performance Comparison
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GRHIX vs. PSPFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GRHIX Goehring & Rozencwajg Resources Fund | 21.33% | 61.65% | -1.51% | 16.61% | 16.38% | 62.15% | -2.74% | 0.01% | -30.03% | -0.96% |
PSPFX U.S. Global Investors Global Resources Fund | -22.02% | 80.27% | -3.74% | -7.67% | -12.39% | 13.97% | 37.05% | 7.80% | -24.97% | 18.49% |
Returns By Period
In the year-to-date period, GRHIX achieves a 21.33% return, which is significantly higher than PSPFX's -22.02% return.
GRHIX
- 1D
- 1.27%
- 1M
- -4.03%
- YTD
- 21.33%
- 6M
- 30.10%
- 1Y
- 89.80%
- 3Y*
- 30.90%
- 5Y*
- 26.38%
- 10Y*
- —
PSPFX
- 1D
- -25.76%
- 1M
- -35.93%
- YTD
- -22.02%
- 6M
- -8.78%
- 1Y
- 37.20%
- 3Y*
- 7.37%
- 5Y*
- 2.72%
- 10Y*
- 5.96%
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GRHIX vs. PSPFX - Expense Ratio Comparison
GRHIX has a 0.92% expense ratio, which is lower than PSPFX's 1.54% expense ratio.
Return for Risk
GRHIX vs. PSPFX — Risk / Return Rank
GRHIX
PSPFX
GRHIX vs. PSPFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goehring & Rozencwajg Resources Fund (GRHIX) and U.S. Global Investors Global Resources Fund (PSPFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| GRHIX | PSPFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.12 | 0.99 | +2.13 |
Sortino ratioReturn per unit of downside risk | 3.48 | 1.24 | +2.24 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.27 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 5.65 | 1.05 | +4.60 |
Martin ratioReturn relative to average drawdown | 20.93 | 7.49 | +13.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GRHIX | PSPFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.12 | 0.99 | +2.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.11 | +0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.26 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.16 | +0.25 |
Correlation
The correlation between GRHIX and PSPFX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GRHIX vs. PSPFX - Dividend Comparison
GRHIX's dividend yield for the trailing twelve months is around 2.80%, more than PSPFX's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GRHIX Goehring & Rozencwajg Resources Fund | 2.80% | 3.39% | 4.02% | 3.19% | 1.21% | 3.25% | 2.03% | 0.57% | 1.18% | 0.51% | 0.00% | 0.00% |
PSPFX U.S. Global Investors Global Resources Fund | 1.06% | 0.83% | 4.34% | 0.00% | 15.68% | 18.92% | 5.49% | 1.90% | 4.70% | 3.01% | 3.33% | 1.12% |
Drawdowns
GRHIX vs. PSPFX - Drawdown Comparison
The maximum GRHIX drawdown since its inception was -70.61%, smaller than the maximum PSPFX drawdown of -79.09%. Use the drawdown chart below to compare losses from any high point for GRHIX and PSPFX.
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Drawdown Indicators
| GRHIX | PSPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.61% | -79.09% | +8.48% |
Max Drawdown (1Y)Largest decline over 1 year | -16.02% | -35.93% | +19.91% |
Max Drawdown (5Y)Largest decline over 5 years | -31.47% | -39.15% | +7.68% |
Max Drawdown (10Y)Largest decline over 10 years | — | -56.80% | — |
Current DrawdownCurrent decline from peak | -4.03% | -37.57% | +33.54% |
Average DrawdownAverage peak-to-trough decline | -18.48% | -42.65% | +24.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 5.01% | -0.67% |
Volatility
GRHIX vs. PSPFX - Volatility Comparison
The current volatility for Goehring & Rozencwajg Resources Fund (GRHIX) is 8.04%, while U.S. Global Investors Global Resources Fund (PSPFX) has a volatility of 30.87%. This indicates that GRHIX experiences smaller price fluctuations and is considered to be less risky than PSPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GRHIX | PSPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 30.87% | -22.83% |
Volatility (6M)Calculated over the trailing 6-month period | 20.99% | 38.04% | -17.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.26% | 37.66% | -8.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.52% | 25.59% | +3.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.67% | 23.13% | +6.54% |