GROW (US Global Investors) 3-1 Month Momentum %: 8.92% (As of Aug. 25, 2026)

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Director of Data and Quant Analytics at GuruFocus
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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

GROW US Global Investors Inc GROW
59 GF Score
Price $3.33
GF Value $2.24
Valuation Significantly Overvalued
! 5 Warning Signs
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What is US Global Investors 3-1 Month Momentum %?

US Global Investors GROW 59 3-1 Month Momentum % is 8.92% as of Aug. 25, 2026. GuruFocus rates GROW with a GF Score™ of 59/100 and a GF Value™ of $2.24 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 1,632 Asset Management companies, US Global Investors ranks better than 87.25% on this metric.

3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-08-25), US Global Investors's 3-1 Month Momentum % is 8.92%.

The industry rank for US Global Investors's 3-1 Month Momentum % or its related term are showing as below:

GROW's 3-1 Month Momentum % is ranked better than
87.25% of 1632 companies
in the Asset Management industry
Industry Median: -1.06 vs GROW: 8.92

US Global Investors  (NAS:GROW) 3-1 Month Momentum % Explanation

Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.

The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.


US Global Investors 3-1 Month Momentum % Related Terms


GROW vs BXLC, FGNX, RMCO: 3-1 Month Momentum % Comparison

For the Asset Management subindustry, US Global Investors's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


US Global Investors 3-1 Month Momentum % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, US Global Investors's 3-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where US Global Investors's 3-1 Month Momentum % falls into.


GROW
59GF Score
US Global Investors Inc GROW
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
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US Global Investors  (NAS:GROW) 3-1 Month Momentum % Calculation

3-1 Month Momentum % is calculated as following:

3-1 Month Momentum %=( Price 1-month ago / Price 3-month ago - 1 ) * 100 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about 3-1 Month Momentum % →
What does a 3-1 Month Momentum % of 8.92% mean?
US Global Investors (GROW) has a 3-1 Month Momentum % of 8.92% as of Aug. 25, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on US Global Investors and its competitors. According to the industry distribution chart, US Global Investors ranks #208 out of 1632 companies in the Asset Management industry, placing it in the top 12.7%.
Is US Global Investors' 3-1 Month Momentum % too high?
US Global Investors' current 3-1 Month Momentum % is 8.92%. Based on the distribution chart, US Global Investors ranks #208 out of 1632 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, US Global Investors has a GF Score™ of 59/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does US Global Investors' 3-1 Month Momentum % compare to BXLC and FGNX?
According to the Asset Management industry distribution chart, US Global Investors ranks #208 out of 1632 companies for 3-1 Month Momentum %. This places US Global Investors in the top 13% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on US Global Investors and its competitors. US Global Investors's current 3-1 Month Momentum % is 8.92%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is US Global Investors stock overvalued right now?
Based on GuruFocus' analysis, US Global Investors (GROW) is currently considered Significantly Overvalued. The stock's GF Value™ is $2.24, compared to a current price of $3.33 — trading 48.4% above its estimated fair value. The current 3-1 Month Momentum % is 8.92%. US Global Investors' overall GF Score™ is 59/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For US Global Investors (GROW), the current 3-1 Month Momentum % is 8.92% as of Aug. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is US Global Investors (GROW) Overvalued in 2026?

Based on GuruFocus' analysis, US Global Investors stock appears to be overvalued. The current stock price of $3.33 is trading 48.4% above its estimated GF Value™ of $2.24. GuruFocus considers US Global Investors to be Significantly Overvalued.

Key valuation signals for GROW:

  • 3-1 Month Momentum %: 8.92%
  • GF Value™: $2.24 vs. price of $3.33 (48.4% above fair value)
  • GF Score™: 59/100 with 5 warning signs

No single metric tells the full story. See the GROW stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


US Global Investors Business Description

Other Exchanges 0LHX:UKUGL:Germany
Address 7900 Callaghan Road, San Antonio, TX, USA, 78229
US Global Investors Inc is a registered investment advisory firm. The company manages the following business segments: Investment management services; through which the company offers, to U.S. Global Investors Funds (USGIF or the Funds) and exchange-traded fund (ETF) clients, a range of investment management products and services to meet the needs of individual and institutional investors; and Corporate Investments, through which the company invests for its own account in an effort to add growth and value to its cash position. It derives all its revenue from Investment management services.
59GF Score

Get the complete analysis for GROW

3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$3.33
Price
$2.24
GF Value