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U.S. Global Investors, Inc. (GROW) Total Return Calculator with Dividends Reinvested

U.S. Global Investors, Inc.

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The total return for U.S. Global Investors, Inc. (GROW) stock is +26.89% over the past 12 months. So far it's up 6.91% this year. The 5-year total return is -59.87%, meaning $10,000 invested in GROW stock 5 years ago would be worth $4,013 today. Total return includes price appreciation plus reinvesting any dividends paid out.

If you invested $10,000 in GROW 1 year ago, it would be worth $12,830 today — you'd have gained $2,830 with dividends reinvested.

With Dividends Reinvested$12,830+28.30%

Price Only (No DRIP)$12,381+23.81%

Dividend Boost+$44912 payments · +4.49% extra

Period2025-05-06 → 2026-05-05

Price

Total Return (DRIP)

Dividends

S&P 500

If You Invested $10,000 in GROW

1Y$12,689+$2,689 (+26.9%)26.9% CAGR

3Y$10,250+$250 (+2.5%)0.8% CAGR

5Y$4,013-$5,987 (-59.9%)-16.7% CAGR

10Y$17,086+$7,086 (+70.9%)5.5% CAGR

15Y$4,079-$5,921 (-59.2%)-5.8% CAGR

20Y$4,287-$5,713 (-57.1%)-4.1% CAGR

30Y$34,946+$24,946 (+249.5%)4.3% CAGR

Dividend Reinvestment History (12)▲ Hide

Ex-Date	Dividend	Reinvest Price	Shares Added
2025-05-12	$0.01	$2.15	+0.003488
2025-06-16	$0.01	$2.41	+0.003123
2025-07-14	$0.01	$2.41	+0.003133
2025-08-11	$0.01	$2.44	+0.003104
2025-09-15	$0.01	$2.48	+0.003063
2025-10-14	$0.01	$2.63	+0.002897
2025-11-10	$0.01	$2.36	+0.003238
2025-12-15	$0.01	$2.45	+0.003129
2026-01-12	$0.01	$2.46	+0.003126
2026-02-09	$0.01	$3.03	+0.002545
2026-03-16	$0.01	$3.25	+0.002379
2026-04-13	$0.01	$2.52	+0.003075

Loading GROW total return...

As of 2026-05-06

Returns at a Glance

Period	Total Return	CAGR	Price Only	Div. Contrib.	$10K →
YTD	+6.91%	—	+5.69%	+1.22 pp	$10,691
1Y	+26.89%	26.89%	+22.64%	+4.25 pp	$12,689
3Y	+2.50%	0.83%	-7.14%	+9.64 pp	$10,250
5Y	-59.87%	-16.69%	-65.65%	+5.78 pp	$4,013
10Y	+70.86%	5.50%	+39.04%	+31.82 pp	$17,086
15Y	-59.21%	-5.80%	-72.07%	+12.86 pp	$4,079
20Y	-57.13%	-4.15%	-76.89%	+19.76 pp	$4,287
30Y	+249.46%	4.26%	+88.41%	+161.05 pp	$34,946

Risk & Highlights

Best Year+428.82%2006

Worst Year-78.27%2018

Max Drawdown-31.11%2026-01-29 → 2026-03-31

Annual Returns

Year	Total Return	Price Return	Div.	S&P 500	vs S&P
2026YTD	+36.28%	+35.37%	+0.9pp	+0.41%	+35.9pp
2025	+2.46%	-1.23%	+3.7pp	+16.64%	-14.2pp
2024	-8.33%	-11.59%	+3.3pp	+24.00%	-32.3pp
2023	+0.00%	-3.09%	+3.1pp	+24.81%	-24.8pp
2022	-36.73%	-38.64%	+1.9pp	-19.95%	-16.8pp

GROW underperformed the S&P 500 by 1.55pp over the past year (+26.89% vs +28.44%).

Loading summary...

GROW Peers' Total Return

Accurate peer set · 10 comparable names

Name	Mkt Cap	30D Rtn	YTD Total Rtn	1Y Total Rtn	Div Contrib	3Y Total Rtn	5Y Total Rtn	10Y Total Rtn
GROWU.S. Global Investors, Inc.	$35M	-2.3%	+6.9%	+26.9%	+4.2pp	+2.5%	-59.9%	+70.9%
DHILDiamond Hill Investment Group, Inc.	$473M	+2.0%	+2.8%	+35.1%	+6.3pp	+20.7%	+28.1%	+54.5%
HNNAHennessy Advisors, Inc.	$79M	+3.4%	+4.9%	-1.8%	+5.2pp	+55.9%	+34.7%	-31.3%
CSWCCapital Southwest Corporation	$1.4B	+7.1%	+12.8%	+34.7%	+13.7pp	+78.4%	+51.8%	+232.4%
MFINMedallion Financial Corp.	$218M	+8.2%	-7.8%	+7.1%	+5.3pp	+70.3%	+20.2%	+51.1%
BENFranklin Resources, Inc.	$15.8B	+30.2%	+29.4%	+58.7%	+6.5pp	+34.1%	+8.6%	+23.7%
TROWT. Rowe Price Group, Inc.	$22.7B	+16.5%	+0.7%	+19.5%	+5.6pp	+10.8%	-29.1%	+96.1%
IVZInvesco Ltd.	$11.9B	+17.3%	+0.4%	+93.1%	+5.9pp	+76.8%	+10.9%	+22.4%
AMGAffiliated Managers Group, Inc.	$8.1B	+13.6%	+5.1%	+75.9%	+0.0pp	+114.5%	+80.2%	+89.1%
VCTRVictory Capital Holdings, Inc.	$5.2B	+29.4%	+27.5%	+40.9%	+3.3pp	+187.8%	+214.2%	+661.9%
MORNMorningstar, Inc.	$6.3B	-5.7%	-20.4%	-42.9%	+0.6pp	-7.8%	-33.8%	+118.9%

Compare:GROW vs DHIL GROW vs HNNA GROW vs CSWC GROW vs DHIL vs HNNA

About GROW Dividend Returns

U.S. Global Investors, Inc. (GROW) is a dividend-paying stock. When dividends are reinvested through a DRIP (Dividend Reinvestment Plan), they purchase additional shares, which then generate their own dividends—creating a compounding effect that can significantly boost long-term returns.

How We Calculate Total Return

Our total return calculator simulates dividend reinvestment (DRIP) by assuming each dividend payment is used to purchase additional shares at the closing price on the ex-dividend date. This methodology provides an accurate representation of how a dividend reinvestment plan would perform.

Frequently Asked Questions

Q1What is the total return of GROW over the past year?

U.S. Global Investors, Inc. (GROW) delivered a total return of 26.89% over the past year when dividends are reinvested. The price-only return was 22.64%, meaning dividends contributed an additional 4.25 percentage points to total returns.

Q2How much would $10,000 invested in GROW be worth today?

A $10,000 investment in U.S. Global Investors, Inc. one year ago would be worth $12,689 today with dividends reinvested (DRIP). Without reinvesting dividends, the same investment would be worth $12,264. Dividend reinvestment added $425 to the portfolio value.

Q3Does GROW pay dividends?

Yes, U.S. Global Investors, Inc. (GROW) pays dividends. In the last year, GROW paid approximately $0.09 per share in dividends (3.48% yield). Reinvesting these dividends through a DRIP can significantly boost long-term returns — over 20+ years, dividend compounding can account for 30–50% of total returns for dividend-paying stocks.

Q4Did GROW beat the S&P 500?

No, U.S. Global Investors, Inc. (GROW) underperformed the S&P 500 by 1.55 percentage points over the past year. GROW delivered a total return of 26.89%, compared to the S&P 500's 28.44%. This means a passive S&P 500 index fund outperformed GROW by 1.55pp during this period.

Q5What is GROW's worst drawdown?

U.S. Global Investors, Inc. (GROW) experienced a maximum drawdown of -31.11% over the past year, declining from its peak on 2026-01-29 to its trough on 2026-03-31. The stock has not yet fully recovered to its prior peak. Maximum drawdown measures the worst peak-to-trough decline and is an important risk metric for investors.

Q6What is GROW's long-term total return over 10, 20, or 30 years?

Here are U.S. Global Investors, Inc. (GROW)'s long-term returns with dividends reinvested. Over 10 years, the total return is 70.9% (5.5% CAGR) — $10,000 would have grown to $17,086. Over 20 years: -57.1% total return (-4.1% CAGR) — $10,000 → $4,287. Over 30 years: 249.5% total return (4.3% CAGR) — $10,000 → $34,946. Long-term investors benefit from compounding: dividends buy additional shares, which generate their own dividends, creating an exponential growth effect.

Q7What was GROW's best and worst year?

U.S. Global Investors, Inc.'s best calendar year was 2006 with a total return of 428.8%. Its worst year was 2018 with a total return of -78.3%. This range shows the volatility investors should expect — the difference between the best and worst year is 507.1 percentage points.