U S Global Investors annual return on equity
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
U S Global Investors Return on Equity (ROE) Growth & History (GROW)
U S Global Investors's return on equity was 6.76% for fiscal 2026.
View full U S Global Investors company overviewU S Global Investors annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2026 | 2026-06-30 | 6.76% | +7.47 pp |
| 2025 | 2025-06-30 | −0.71% | −3.35 pp |
| 2024 | 2024-06-30 | 2.64% | −3.32 pp |
| 2023 | 2023-06-30 | 5.96% | −0.41 pp |
| 2022 | 2022-06-30 | 6.37% | −83.55 pp |
| 2021 | 2021-06-30 | 89.92% | +114.27 pp |
| 2020 | 2020-06-30 | −24.35% | −10.01 pp |
| 2019 | 2019-06-30 | −14.34% | −16.96 pp |
| 2018 | 2018-06-30 | 2.62% | +4.74 pp |
| 2017 | 2017-06-30 | −2.12% | +11.72 pp |
| 2016 | 2016-06-30 | −13.84% | −1.18 pp |
| 2015 | 2015-06-30 | −12.67% | −9.97 pp |
| 2014 | 2014-06-30 | −2.70% | −2.18 pp |
| 2013 | 2013-06-30 | −0.51% | −4.35 pp |
| 2012 | 2012-06-30 | 3.84% | −16.44 pp |
| 2011 | 2011-06-30 | 20.28% | — |
U S Global Investors quarterly return on equity
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Q2.15
Q3.15
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Q3.17
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Q1.24
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Q2.25
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Q3.26
Q4.26
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q4 2026 | 2026-06-30 | −0.62% | −0.22 pp |
| Q3 2026 | 2026-03-31 | 5.93% | +6.75 pp |
| Q2 2026 | 2025-12-31 | −1.88% | −1.70 pp |
| Q1 2026 | 2025-09-30 | 3.30% | +2.66 pp |
| Q4 2025 | 2025-06-30 | −0.40% | −1.03 pp |
| Q3 2025 | 2025-03-31 | −0.82% | −0.75 pp |
| Q2 2025 | 2024-12-31 | −0.18% | −2.61 pp |
| Q1 2025 | 2024-09-30 | 0.65% | +0.99 pp |
| Q4 2024 | 2024-06-30 | 0.64% | −0.57 pp |
| Q3 2024 | 2024-03-31 | −0.07% | −3.17 pp |
| Q2 2024 | 2023-12-31 | 2.43% | +0.81 pp |
| Q1 2024 | 2023-09-30 | −0.34% | −0.44 pp |
| Q4 2023 | 2023-06-30 | 1.20% | +4.26 pp |
| Q3 2023 | 2023-03-31 | 3.10% | +4.56 pp |
| Q2 2023 | 2022-12-31 | 1.62% | −4.62 pp |
| Q1 2023 | 2022-09-30 | 0.10% | −4.23 pp |
| Q4 2022 | 2022-06-30 | −3.06% | −11.74 pp |
| Q3 2022 | 2022-03-31 | −1.46% | −20.53 pp |
| Q2 2022 | 2021-12-31 | 6.24% | −55.80 pp |
| Q1 2022 | 2021-09-30 | 4.33% | −6.66 pp |
| Q4 2021 | 2021-06-30 | 8.68% | −0.66 pp |
| Q3 2021 | 2021-03-31 | 19.08% | +29.08 pp |
| Q2 2021 | 2020-12-31 | 62.04% | +67.78 pp |
| Q1 2021 | 2020-09-30 | 10.99% | +28.95 pp |
| Q4 2020 | 2020-06-30 | 9.34% | +8.45 pp |
| Q3 2020 | 2020-03-31 | −10.01% | −13.67 pp |
| Q2 2020 | 2019-12-31 | −5.74% | +8.42 pp |
| Q1 2020 | 2019-09-30 | −17.96% | −13.36 pp |
| Q4 2019 | 2019-06-30 | 0.89% | +2.01 pp |
| Q3 2019 | 2019-03-31 | 3.66% | +6.72 pp |
| Q2 2019 | 2018-12-31 | −14.17% | −16.21 pp |
| Q1 2019 | 2018-09-30 | −4.60% | −8.98 pp |
| Q4 2018 | 2018-06-30 | −1.12% | +1.99 pp |
| Q3 2018 | 2018-03-31 | −3.06% | −2.93 pp |
| Q2 2018 | 2017-12-31 | 2.05% | +2.02 pp |
| Q1 2018 | 2017-09-30 | 4.38% | +3.32 pp |
| Q4 2017 | 2017-06-30 | −3.11% | −2.12 pp |
| Q3 2017 | 2017-03-31 | −0.13% | +1.26 pp |
| Q2 2017 | 2016-12-31 | 0.03% | +8.56 pp |
| Q1 2017 | 2016-09-30 | 1.05% | +4.19 pp |
| Q4 2016 | 2016-06-30 | −0.99% | +5.92 pp |
| Q3 2016 | 2016-03-31 | −1.40% | +1.79 pp |
| Q2 2016 | 2015-12-31 | −8.53% | −6.00 pp |
| Q1 2016 | 2015-09-30 | −3.14% | −2.77 pp |
| Q4 2015 | 2015-06-30 | −6.91% | −7.65 pp |
| Q3 2015 | 2015-03-31 | −3.19% | −3.11 pp |
| Q2 2015 | 2014-12-31 | −2.53% | +0.73 pp |
| Q1 2015 | 2014-09-30 | −0.37% | −0.27 pp |
| Q4 2014 | 2014-06-30 | 0.74% | +1.95 pp |
| Q3 2014 | 2014-03-31 | −0.08% | −0.19 pp |
| Q2 2014 | 2013-12-31 | −3.26% | −3.70 pp |
| Q1 2014 | 2013-09-30 | −0.10% | −0.23 pp |
| Q4 2013 | 2013-06-30 | −1.21% | −0.91 pp |
| Q3 2013 | 2013-03-31 | 0.11% | −1.10 pp |
| Q2 2013 | 2012-12-31 | 0.44% | −0.57 pp |
| Q1 2013 | 2012-09-30 | 0.13% | −1.71 pp |
| Q4 2012 | 2012-06-30 | −0.29% | — |
| Q3 2012 | 2012-03-31 | 1.21% | — |
| Q2 2012 | 2011-12-31 | 1.01% | — |
| Q1 2012 | 2011-09-30 | 1.84% | — |
U S Global Investors return on equity trends
Over the last five fiscal years, U S Global Investors's return on equity decreased from 89.92% to 6.76%, a change of −83.16 percentage points. The latest reported quarter, Q4 2026, shows −0.62%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
Review U S Global Investors source filings ↗