GROW vs. ^GSPC
Compare and contrast key facts about U.S. Global Investors, Inc. (GROW) and S&P 500 (^GSPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GROW or ^GSPC.
Correlation
The correlation between GROW and ^GSPC is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
GROW vs. ^GSPC - Performance Comparison
Key characteristics
GROW:
-0.21
^GSPC:
1.62
GROW:
-0.17
^GSPC:
2.20
GROW:
0.98
^GSPC:
1.30
GROW:
-0.05
^GSPC:
2.46
GROW:
-0.36
^GSPC:
10.01
GROW:
11.41%
^GSPC:
2.08%
GROW:
19.37%
^GSPC:
12.88%
GROW:
-96.76%
^GSPC:
-56.78%
GROW:
-89.64%
^GSPC:
-2.13%
Returns By Period
Over the past 10 years, GROW has underperformed ^GSPC with an annualized return of -1.21%, while ^GSPC has yielded a comparatively higher 11.04% annualized return.
GROW
0.00%
0.10%
-2.76%
-5.57%
14.86%
-1.21%
^GSPC
2.24%
-1.20%
6.72%
18.21%
12.53%
11.04%
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Risk-Adjusted Performance
GROW vs. ^GSPC — Risk-Adjusted Performance Rank
GROW
^GSPC
GROW vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for U.S. Global Investors, Inc. (GROW) and S&P 500 (^GSPC). 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.
Drawdowns
GROW vs. ^GSPC - Drawdown Comparison
The maximum GROW drawdown since its inception was -96.76%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for GROW and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
GROW vs. ^GSPC - Volatility Comparison
U.S. Global Investors, Inc. (GROW) has a higher volatility of 3.67% compared to S&P 500 (^GSPC) at 3.43%. This indicates that GROW's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.