US Global Investors is a registered investment adviser. Co.'s business segments are: Investment Management Services, through which Co. provides, to U.S. Global Investors Funds and exchange traded fund clients, a range of investment management products and services to individual and institutional investors; and Corporate Investments, through which Co. invests for its own account. As part of its investment management businesses, Co. provides investment advisory services and administrative services to the mutual funds advised by Co. The GROW YTD return is shown above.
The YTD Return on the GROW YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether GROW YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the GROW YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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