U.S. Global Investors ROCE Ratio 2011-2025 | GROW

Annual ROCE Ratio U.S. Global Investors

2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011
-6.46	-0.96	6.68	20.49	14.29	-14.3	-13.28	-8.42	-3.58	-16.67	-12.31	-9.53	-1.2	6.46	29.3

All numbers in USD currency

Indicator range from annual reports

Maximum	Minimum	Average
29.3	-16.67	-0.63

Quarterly ROCE Ratio U.S. Global Investors

2025-Q3	2024-Q4	2024-Q3	2024-Q1	2023-Q4	2023-Q3	2023-Q1	2022-Q4	2022-Q3	2022-Q2	2022-Q1	2021-Q4	2021-Q3	2021-Q2	2021-Q1	2020-Q4	2020-Q3	2020-Q2	2020-Q1	2019-Q4	2019-Q3	2019-Q2	2019-Q1	2018-Q4	2018-Q3	2018-Q2	2018-Q1	2017-Q4	2017-Q3	2017-Q2	2017-Q1	2016-Q4	2016-Q3	2016-Q2	2016-Q1	2015-Q4	2015-Q3	2015-Q2	2015-Q1	2014-Q4	2014-Q3	2014-Q2	2014-Q1	2013-Q4	2013-Q3	2013-Q2	2013-Q1	2012-Q4	2012-Q3	2012-Q2	2012-Q1	2011-Q4	2011-Q3	2011-Q2	2011-Q1
-4.32	-2.85	-1.31	1.57	4.29	6.91	9.1	13.46	16.55	14.16	23.55	24.15	19.52	19.58	13.28	14.42	11.2	2.52	-2.9	-12.74	-13.81	-12.87	-11.73	-10.57	-6.83	-5.52	-4.94	-4.38	-4.98	-3.45	-3.78	-1.65	-8.35	-13.68	-19.43	-24.42	-19.36	-15.08	-10.91	-6.96	-8.54	-10.57	-12.01	-14.03	-9.42	-6.58	-2.6	0.32	-0.12	-	-	-	-	-	-

All numbers in USD currency

Indicator range from quarterly reporting

Maximum	Minimum	Average
24.15	-24.42	-1.96

ROCE Ratio of other stocks in the Diversified financials industry

Issuer	ROCE Ratio	Price	% 24h	Market Cap	Country
Ares Capital Corporation ARCC	15.63	$ 20.95	-0.4 %	$ 8.86 B	USA
Altisource Asset Management Corporation AAMC	-23.67	-	-1.53 %	$ 3.77 M	USA
Бест Эффортс Банк ALBK	9.38	-	-	-	Russia
Арсагера ARSA	-5.23	-	-	-	Russia
Bain Capital Specialty Finance, Inc. BCSF	4.23	$ 14.54	-0.48 %	$ 939 M	USA
The Bank of New York Mellon Corporation BK	6.38	$ 119.05	0.56 %	$ 88.4 B	USA
TCG BDC, Inc. CGBD	9.32	$ 13.07	-0.5 %	$ 719 M	USA
BlackRock BLK	15.95	$ 1 102.29	1.75 %	$ 165 B	USA
BrightSphere Investment Group BSIG	-828.41	-	-0.11 %	$ 1.09 B	Britain
МЕРИДИАН MERF	-2.91	-	-	-	Russia
Русс-Инвест RUSI	-0.01	-	-	-	Russia
Сафмар SFIN	6.23	-	-	-	Russia
Объединенные Кредитные Системы UCSS	22.74	-	-	-	Russia
Cohen & Steers CNS	33.78	$ 62.7	1.35 %	$ 3.16 B	USA
Ashford AINC	-2.55	-	0.2 %	$ 15.3 M	USA
The Blackstone Group BX	-0.42	$ 154.66	-1.26 %	$ 119 B	USA
FS KKR Capital Corp. FSK	10.52	$ 15.48	-1.71 %	$ 1.92 B	USA
Equus Total Return, Inc. EQS	-0.0	$ 1.74	-1.14 %	$ 23.5 M	USA
AssetMark Financial Holdings AMK	2.37	-	-	$ 2.61 B	USA
Federated Hermes FHI	20.77	$ 52.56	2.01 %	$ 4.17 B	USA
Apollo Investment Corporation AINV	5.0	-	0.52 %	$ 730 M	USA
Atlas Corp. ATCO	21.67	-	-0.1 %	$ 4.45 B	China
BlackRock Capital Investment Corporation BKCC	5.8	-	-	$ 257 M	USA
Capitala Finance Corp. CPTA	0.15	-	2.17 %	$ 68.9 M	USA
Fidus Investment Corporation FDUS	4.32	$ 20.11	0.17 %	$ 492 M	USA
Eaton Vance Corp. EV	8.26	-	-0.98 %	$ 8.58 B	USA
Gladstone Capital Corporation GLAD	5.82	$ 21.44	0.14 %	$ 666 M	USA
Harvest Capital Credit Corporation HCAP	310.81	-	-	$ 57.7 M	USA
Jupai Holdings Limited JP	-0.14	-	0.98 %	$ 12.7 M	-
Medley Management Inc. MDLY	-43.64	-	-	$ 18.3 M	USA
Puhui Wealth Investment Management Co., Ltd. PHCF	-73.54	-	-	$ 5.54 M	China
Puyi PUYI	-28.5	-	33.93 %	$ 811 M	China
Daxor Corporation DXR	-15.9	$ 12.33	-1.36 %	$ 61.5 M	USA
Waddell & Reed Financial, Inc. WDR	12.51	-	-0.04 %	$ 1.55 B	USA
The Carlyle Group CG	17.49	$ 60.35	1.03 %	$ 21.6 B	USA
Hamilton Lane Incorporated HLNE	32.45	$ 132.86	0.63 %	$ 3.95 B	USA
Apollo Global Management APO	4.16	$ 150.65	1.07 %	$ 88.3 B	USA