The Best Natural Resources Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Natural Resources mutual funds.
- Number of Funds
- 5
- Avg. Expense Ratio
- 0.79%
- Avg. Yield
- 4.76%
- Avg. 1 Year Return
- 27.08%
- Median Risk/Return Score
- 39 / 100
The Best Natural Resources Mutual Funds
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Blackrock Resources & Commodities Strategy Trust | Natural Resources | Mar 30, 2011 | 1.10% | 10.81% | 11.49% | 7.15% | 47 | ||||||||
| Fidelity Advisor Materials Fund Class I | Natural Resources | Dec 12, 2006 | 0.72% | 10.61% | 7.84% | 5.01% | 17 | ||||||||
| Goehring & Rozencwajg Resources Fund Retail Class | Natural Resources | Dec 30, 2016 | 1.28% | 5.27% | — | 3.11% | 39 | ||||||||
| PGIM Jennison Natural Resources R6 | Natural Resources | Dec 27, 2010 | 0.82% | 14.18% | 10.63% | 1.08% | 77 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Natural Resources Mutual funds by Risk/Return Score
The top Natural Resources Mutual funds by PortfoliosLab Risk/Return Score are PJNQX (77) and BCX (47).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| PGIM Jennison Natural Resources R6 | 77 | — | Dec 2010 | |
| Blackrock Resources & Commodities Strategy Trust | 47 | — | Mar 2011 | |
| Goehring & Rozencwajg Resources Fund Retail Class | 39 | — | Dec 2016 | |
| Fidelity Advisor Materials Fund Class I | 17 | — | Dec 2006 |
Best-Performing Natural Resources Mutual funds Over 5 Years
The top Natural Resources Mutual funds is GRHAX (20.84%).
Across the lineup, Natural Resources Mutual funds show an average 1-year return of 27.08% and an average 5-year return of 13.64%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Goehring & Rozencwajg Resources Fund Retail Class | 20.84% | — | Dec 2016 | |
| PGIM Jennison Natural Resources R6 | 16.30% | — | Dec 2010 | |
| Blackrock Resources & Commodities Strategy Trust | 12.03% | — | Mar 2011 | |
| Fidelity Advisor Materials Fund Class I | 5.39% | — | Dec 2006 |
Lowest-Cost Natural Resources Mutual funds
The top Natural Resources Mutual funds is FMFEX (0.72%).
With an average expense ratio of 0.79%, Natural Resources Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Fidelity Advisor Materials Fund Class I | 0.72% | — | Dec 2006 | |
| PGIM Jennison Natural Resources R6 | 0.82% | — | Dec 2010 | |
| Blackrock Resources & Commodities Strategy Trust | 1.10% | — | Mar 2011 | |
| Goehring & Rozencwajg Resources Fund Retail Class | 1.28% | — | Dec 2016 |
Highest-Yield Natural Resources Mutual funds
The top Natural Resources Mutual funds is BCX (7.15%).
Across the lineup, Natural Resources Mutual funds show an average dividend yield of 4.76%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Blackrock Resources & Commodities Strategy Trust | 7.15% | — | Mar 2011 | |
| Fidelity Advisor Materials Fund Class I | 5.01% | — | Dec 2006 | |
| Goehring & Rozencwajg Resources Fund Retail Class | 3.11% | — | Dec 2016 | |
| PGIM Jennison Natural Resources R6 | 1.08% | — | Dec 2010 |
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