Performance analysis of U.S. Global Investors (GROW)
Annual Return
Over the past 3 years, GROW has had an average annual return of +2.12%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, GROW has had an average annual return of -12.73%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, GROW has had an average annual return of +6.29%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, GROW has had an average annual return of +6.41%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.80% | +2.58% | -10.44% | +0.70% | -32.67% | -18.41% | +284.67% | +33.71% | -71.35% | +191.83% | +18.34% | -61.43% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +24.32% | -35.36% | -30.21% | -23.40% | -31.90% | +160.29% | -70.02% | -49.59% | +383.24% | +239.02% | -4.65% | +75.58% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +133.25% | -1.23% | -29.13% | -7.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +38.18% | +0.55% | -25.35% | +6.36% | +0.68% | -1.14% | +9.80% | ||||||
| 2025 | +1.13% | -1.33% | -6.30% | -5.42% | +3.65% | +18.55% | -7.79% | +2.20% | +13.28% | -9.20% | -1.90% | -0.72% | +2.58% |
| 2024 | +3.82% | -10.37% | +6.82% | -3.70% | -3.10% | +1.46% | +1.81% | -3.11% | +1.07% | -4.74% | -0.11% | +0.31% | -10.44% |
| 2023 | +8.58% | -9.04% | -5.71% | +2.90% | -3.39% | +16.22% | +4.50% | -5.41% | -5.08% | -3.24% | +7.56% | -4.16% | +0.70% |
| 2022 | +22.91% | +4.21% | -7.32% | +1.11% | -8.24% | -7.96% | -5.04% | -9.62% | -23.92% | +1.57% | -3.21% | +3.48% | -32.67% |
| 2021 | +1.88% | +26.09% | -0.07% | +6.64% | -16.34% | -0.40% | -6.22% | +9.05% | -9.89% | +7.87% | -15.07% | -15.26% | -18.41% |
| 2020 | -8.86% | -17.40% | -9.95% | +71.52% | +26.09% | -8.99% | +76.50% | +10.53% | -35.62% | +8.09% | +61.61% | +31.41% | +284.67% |
| 2019 | +13.86% | +5.03% | -16.64% | +8.48% | -4.87% | +61.96% | -3.72% | +23.72% | -7.33% | -25.53% | -1.87% | -0.51% | +33.71% |
| 2018 | -11.23% | -1.65% | -25.52% | +9.57% | -16.52% | -30.22% | +1.38% | -0.46% | -6.02% | -13.66% | -13.60% | -2.42% | -71.35% |
| 2017 | +28.88% | +5.28% | -15.08% | -14.60% | +12.23% | +2.19% | -9.72% | -2.73% | +60.45% | +22.66% | +57.99% | -5.29% | +191.83% |
Drawdown analysis of U.S. Global Investors (GROW)
The maximum drawdown for the GROW was -96.75%, occurring on Mar 24, 2020. This drawdown has not yet recovered.
The current GROW drawdown is -88.26%.
Since Nov 1, 1999 GROW has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 4 times
- 30% or more: 7 times
- 20% or more: 11 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.75% | Dec 28, 2006 | 3330 | Mar 24, 2020 | Ongoing | Ongoing | Ongoing |
| -65.00% | Mar 1, 2000 | 230 | Jan 29, 2001 | 498 | Jan 27, 2003 | 728 |
| -47.42% | Apr 2, 2004 | 42 | Jun 3, 2004 | 183 | Feb 24, 2005 | 225 |
| -41.08% | Feb 28, 2003 | 45 | May 5, 2003 | 74 | Aug 19, 2003 | 119 |
| -38.82% | Feb 6, 2006 | 30 | Mar 21, 2006 | 27 | Apr 28, 2006 | 57 |
| -32.99% | May 10, 2006 | 50 | Jul 21, 2006 | 31 | Sep 5, 2006 | 81 |
| -31.41% | Sep 18, 2006 | 11 | Oct 3, 2006 | 27 | Nov 9, 2006 | 38 |
| -26.56% | Apr 5, 2005 | 27 | May 12, 2005 | 96 | Sep 28, 2005 | 123 |
| -24.15% | Jan 3, 2000 | 23 | Feb 4, 2000 | 16 | Feb 29, 2000 | 39 |
| -22.84% | Nov 1, 1999 | 28 | Dec 10, 1999 | 9 | Dec 23, 1999 | 37 |
| -20.87% | Dec 27, 2005 | 4 | Jan 3, 2006 | 16 | Jan 26, 2006 | 20 |
| -20.00% | Aug 19, 2003 | 8 | Aug 29, 2003 | 9 | Sep 12, 2003 | 17 |
| -18.90% | Jan 27, 2003 | 7 | Feb 5, 2003 | 16 | Feb 28, 2003 | 23 |
| -13.92% | Sep 12, 2003 | 21 | Oct 13, 2003 | 21 | Nov 11, 2003 | 42 |
| -12.75% | Dec 8, 2003 | 43 | Feb 10, 2004 | 6 | Feb 19, 2004 | 49 |
| -12.67% | Feb 19, 2004 | 18 | Mar 16, 2004 | 13 | Apr 2, 2004 | 31 |
| -11.50% | Dec 23, 1999 | 1 | Dec 27, 1999 | 5 | Jan 3, 2000 | 6 |
| -10.11% | Nov 18, 2003 | 3 | Nov 21, 2003 | 10 | Dec 8, 2003 | 13 |
| -9.92% | Nov 11, 2003 | 1 | Nov 12, 2003 | 3 | Nov 17, 2003 | 4 |
| -8.62% | Nov 30, 2005 | 5 | Dec 7, 2005 | 3 | Dec 12, 2005 | 8 |
| -8.17% | Mar 9, 2005 | 6 | Mar 17, 2005 | 8 | Mar 30, 2005 | 14 |
| -6.70% | Dec 18, 2006 | 5 | Dec 26, 2006 | 1 | Dec 27, 2006 | 6 |
| -6.47% | Dec 14, 2005 | 1 | Dec 15, 2005 | 1 | Dec 16, 2005 | 2 |
| -6.22% | Jan 27, 2006 | 1 | Jan 30, 2006 | 5 | Feb 6, 2006 | 6 |
| -6.02% | Nov 21, 2006 | 2 | Nov 24, 2006 | 6 | Dec 4, 2006 | 8 |