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US Global Investors Gld & Prec Mtls (USERX)

9.17 Down 0.66(6.71%) Aug 24

Risk as of Jul 30, 2016Get Risk for:
Risk Overview 
Morningstar Risk Rating:2
Number of Years Up18
Number of Years Down23
Best 1 Yr Total Return(Dec 30, 2002):81.38%
Worst 1 Yr Total Return(Dec 30, 2013):-49.07%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticUSERXCategory
Alpha (against Standard Index)16.3313.22
Beta (against Standard Index)0.290.36
Mean Annual Return1.521.30
R-squared (against Standard Index)0.741.20
Standard Deviation39.7041.44
Sharpe Ratio0.460.37
Treynor Ratio39.2026.21
5 Years
StatisticUSERXCategory
Alpha (against Standard Index)-5.29-8.35
Beta (against Standard Index)0.570.64
Mean Annual Return-0.09-0.30
R-squared (against Standard Index)4.475.41
Standard Deviation36.5738.64
Sharpe Ratio-0.03-0.10
Treynor Ratio-12.87-16.50
10 Years
StatisticUSERXCategory
Alpha (against Standard Index)2.223.09
Beta (against Standard Index)0.700.82
Mean Annual Return0.560.68
R-squared (against Standard Index)11.1614.04
Standard Deviation35.9338.08
Sharpe Ratio0.160.19
Treynor Ratio-0.750.30