PSPFX vs. GRHIX
Compare and contrast key facts about U.S. Global Investors Global Resources Fund (PSPFX) and Goehring & Rozencwajg Resources Fund (GRHIX).
PSPFX is managed by US Global. It was launched on Aug 2, 1983. GRHIX is managed by Goehring & Rozencwajg. It was launched on Dec 29, 2016.
Performance
PSPFX vs. GRHIX - Performance Comparison
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PSPFX vs. GRHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSPFX U.S. Global Investors Global Resources Fund | 5.05% | 80.27% | -3.74% | -7.67% | -12.39% | 13.97% | 37.05% | 7.80% | -24.97% | 18.49% |
GRHIX Goehring & Rozencwajg Resources Fund | 19.81% | 61.65% | -1.51% | 16.61% | 16.38% | 62.15% | -2.74% | 0.01% | -30.03% | -0.96% |
Returns By Period
In the year-to-date period, PSPFX achieves a 5.05% return, which is significantly lower than GRHIX's 19.81% return.
PSPFX
- 1D
- -1.01%
- 1M
- -13.48%
- YTD
- 5.05%
- 6M
- 24.43%
- 1Y
- 84.82%
- 3Y*
- 18.58%
- 5Y*
- 9.40%
- 10Y*
- 9.17%
GRHIX
- 1D
- -1.67%
- 1M
- -4.66%
- YTD
- 19.81%
- 6M
- 30.25%
- 1Y
- 88.42%
- 3Y*
- 30.35%
- 5Y*
- 26.90%
- 10Y*
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PSPFX vs. GRHIX - Expense Ratio Comparison
PSPFX has a 1.54% expense ratio, which is higher than GRHIX's 0.92% expense ratio.
Return for Risk
PSPFX vs. GRHIX — Risk / Return Rank
PSPFX
GRHIX
PSPFX vs. GRHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for U.S. Global Investors Global Resources Fund (PSPFX) and Goehring & Rozencwajg Resources Fund (GRHIX). 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.
| PSPFX | GRHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.15 | 3.04 | +0.11 |
Sortino ratioReturn per unit of downside risk | 3.48 | 3.41 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.49 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 4.64 | 5.33 | -0.70 |
Martin ratioReturn relative to average drawdown | 18.63 | 19.81 | -1.18 |
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
| PSPFX | GRHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.15 | 3.04 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.92 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.40 | -0.21 |
Correlation
The correlation between PSPFX and GRHIX 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
PSPFX vs. GRHIX - Dividend Comparison
PSPFX's dividend yield for the trailing twelve months is around 0.79%, less than GRHIX's 2.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSPFX U.S. Global Investors Global Resources Fund | 0.79% | 0.83% | 4.34% | 0.00% | 15.68% | 18.92% | 5.49% | 1.90% | 4.70% | 3.01% | 3.33% | 1.12% |
GRHIX Goehring & Rozencwajg Resources Fund | 2.83% | 3.39% | 4.02% | 3.19% | 1.21% | 3.25% | 2.03% | 0.57% | 1.18% | 0.51% | 0.00% | 0.00% |
Drawdowns
PSPFX vs. GRHIX - Drawdown Comparison
The maximum PSPFX drawdown since its inception was -79.09%, which is greater than GRHIX's maximum drawdown of -70.61%. Use the drawdown chart below to compare losses from any high point for PSPFX and GRHIX.
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Drawdown Indicators
| PSPFX | GRHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.09% | -70.61% | -8.48% |
Max Drawdown (1Y)Largest decline over 1 year | -17.96% | -16.09% | -1.87% |
Max Drawdown (5Y)Largest decline over 5 years | -39.15% | -31.47% | -7.68% |
Max Drawdown (10Y)Largest decline over 10 years | -56.80% | — | — |
Current DrawdownCurrent decline from peak | -15.91% | -5.24% | -10.67% |
Average DrawdownAverage peak-to-trough decline | -42.65% | -18.49% | -24.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 4.33% | +0.14% |
Volatility
PSPFX vs. GRHIX - Volatility Comparison
U.S. Global Investors Global Resources Fund (PSPFX) has a higher volatility of 10.47% compared to Goehring & Rozencwajg Resources Fund (GRHIX) at 7.94%. This indicates that PSPFX's price experiences larger fluctuations and is considered to be riskier than GRHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSPFX | GRHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.47% | 7.94% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 23.43% | 20.96% | +2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.28% | 29.30% | -2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.85% | 29.52% | -6.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.64% | 29.67% | -8.03% |