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:
-0.16
^GSPC:
1.74
GROW:
-0.10
^GSPC:
2.35
GROW:
0.99
^GSPC:
1.32
GROW:
-0.04
^GSPC:
2.61
GROW:
-0.28
^GSPC:
10.66
GROW:
11.34%
^GSPC:
2.08%
GROW:
19.41%
^GSPC:
12.77%
GROW:
-96.76%
^GSPC:
-56.78%
GROW:
-89.61%
^GSPC:
0.00%
Returns By Period
In the year-to-date period, GROW achieves a 0.21% return, which is significantly lower than ^GSPC's 4.46% return. Over the past 10 years, GROW has underperformed ^GSPC with an annualized return of -1.08%, while ^GSPC has yielded a comparatively higher 11.31% annualized return.
GROW
0.21%
0.31%
-3.33%
-3.93%
14.93%
-1.08%
^GSPC
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
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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 3.68% compared to S&P 500 (^GSPC) at 3.07%. 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.