US9029521005
US9029521005
U.S. Global Investors, Inc.
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Company Profile
U.S. Global Investors, Inc. is a publicly owned investment manager. It primarily provides its services to investment companies. The firm is a large advisory firm, an investment adviser to an investment company which provides portfolio management for investment companies. The firm manages and launches equity/balanced funds, fixed income funds and other funds. It also manages hedge funds. The firm primarily invests in no-load mutual funds and exchange traded funds (ETFs). U.S. Global Investors, Inc. is based in San Antonio, Texas.
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Key Metrics & Overview
Detailed metrics & financial data of the company
Company Profile
5
MetricsCountry
Region
Sector
Industry
Website
🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
7/7 Very High
5Y Volatility
34.6% p.a.
Max Drawdown (5Y)
-69.6%
Sharpe Ratio (5Y)
-0.45
Beta Factor
0.67
Size Class
Micro Cap
Notes & Warnings
Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).
Exemplary balance sheet strength: Very solid ratio of equity to debt.
Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (34.6% p.a.).
Historical Stress Test: Maximum peak-to-trough drawdown of -87.5% in the extended horizon.