USERX vs. FSAGX

The year-to-date returns for both stocks are quite close, with USERX having a 50.88% return and FSAGX slightly lower at 50.37%. Over the past 10 years, USERX has outperformed FSAGX with an annualized return of 12.38%, while FSAGX has yielded a comparatively lower 8.96% annualized return.

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USERX has a 1.52% expense ratio, which is higher than FSAGX's 0.76% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for U.S. Global Investors Gold & Precious Metals Fund (USERX) and Fidelity Select Gold Portfolio (FSAGX). 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.

The current USERX Sharpe Ratio is 1.56, which is comparable to the FSAGX Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of USERX and FSAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USERX's dividend yield for the trailing twelve months is around 0.98%, less than FSAGX's 2.29% yield.

The maximum USERX drawdown since its inception was -95.82%, which is greater than FSAGX's maximum drawdown of -77.21%. Use the drawdown chart below to compare losses from any high point for USERX and FSAGX.

The current volatility for U.S. Global Investors Gold & Precious Metals Fund (USERX) is 11.38%, while Fidelity Select Gold Portfolio (FSAGX) has a volatility of 13.24%. This indicates that USERX experiences smaller price fluctuations and is considered to be less risky than FSAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.