MIDSX vs. USG
MIDSX (Midas Discovery) and USG (USCF Gold Strategy Plus Income Fund) are both mutual funds - MIDSX is a Precious Metals fund managed by Midas, while USG is a Gold fund actively managed by USCF. Over the past 3 years, MIDSX returned 40.40%/yr vs 23.45%/yr for USG. Their 0.68 correlation means they have sometimes moved together and sometimes differently. MIDSX charges 4.25%/yr vs 0.45%/yr for USG.
Performance
MIDSX vs. USG - Performance Comparison
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Returns By Period
In the year-to-date period, MIDSX achieves a -11.17% return, which is significantly lower than USG's -6.20% return.
MIDSX
- 1D
- -2.82%
- 1M
- -7.74%
- 6M
- -19.27%
- YTD
- -11.17%
- 1Y
- 55.00%
- 3Y*
- 40.40%
- 5Y*
- 17.40%
- 10Y*
- 7.25%
- ALL TIME*
- -0.97%
USG
- 1D
- 0.20%
- 1M
- -1.47%
- 6M
- -11.69%
- YTD
- -6.20%
- 1Y
- 15.50%
- 3Y*
- 23.45%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 15.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
MIDSX Midas Discovery | $0.00 | $0.00 | $0.00 |
| $360.35K | $283.88K | $177.43K |
MIDSX vs. USG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
MIDSX Midas Discovery | -11.17% | 195.76% | 7.27% | -1.79% | -11.11% | 0.80% |
USG USCF Gold Strategy Plus Income Fund | -6.20% | 52.02% | 23.70% | 8.49% | 2.12% | 3.50% |
Correlation
The correlation between MIDSX and USG is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (All Time) Calculated using the full available price history since Nov 3, 2021 | 0.68 |
The correlation between MIDSX and USG shifts across timeframes, from 0.68 (all time) to 0.82 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
MIDSX vs. USG — Risk / Return Rank
MIDSX
USG
MIDSX vs. USG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Midas Discovery (MIDSX) and USCF Gold Strategy Plus Income Fund (USG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MIDSX | USG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.60 | ||
| Sortino ratioReturn per unit of downside risk | +0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.63 | +0.86 |
| Martin ratioReturn relative to average drawdown | 3.35 | 1.39 | +1.96 |
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Drawdowns
MIDSX vs. USG - Drawdown Comparison
The maximum MIDSX drawdown since its inception was -89.77%, which is greater than USG's maximum drawdown of -24.86%. Use the drawdown chart below to compare losses from any high point for MIDSX and USG.
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Drawdown Indicators
| MIDSX | USG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.77% | -24.86% | -64.91% |
Max Drawdown (1Y)Largest decline over 1 year | -39.43% | -24.86% | -14.57% |
Max Drawdown (3Y)Largest decline over 3 years | -39.43% | -24.86% | -14.57% |
Max Drawdown (5Y)Largest decline over 5 years | -43.33% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -57.07% | — | — |
Current DrawdownCurrent decline from peak | -48.87% | -23.35% | -25.52% |
Average DrawdownAverage peak-to-trough decline | -63.42% | -4.95% | -58.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.42% | 11.20% | +6.22% |
Volatility
MIDSX vs. USG - Volatility Comparison
Midas Discovery (MIDSX) has a higher volatility of 13.89% compared to USCF Gold Strategy Plus Income Fund (USG) at 5.82%. This indicates that MIDSX's price experiences larger fluctuations and is considered to be riskier than USG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIDSX | USG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.89% | 5.82% | +8.07% |
Volatility (6M)Calculated over the trailing 6-month period | 40.09% | 19.72% | +20.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.71% | 24.81% | +22.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.49% | 16.23% | +19.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.76% | 16.23% | +17.53% |
MIDSX vs. USG - Expense Ratio Comparison
MIDSX has a 4.25% expense ratio, which is higher than USG's 0.45% expense ratio.
Dividends
MIDSX vs. USG - Dividend Comparison
MIDSX has not paid dividends to shareholders, while USG's dividend yield for the trailing twelve months is around 29.71%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
MIDSX Midas Discovery | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USG USCF Gold Strategy Plus Income Fund | 29.71% | 27.33% | 7.48% | 8.16% | 2.85% |
Frequently Asked Questions
MIDSX and USG have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MIDSX has higher volatility (13.89%) compared to USG (5.82%). In terms of maximum drawdown, MIDSX dropped -89.77% vs USG's -24.86%.
MIDSX currently has the higher Sharpe Ratio (1.23 vs 0.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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