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GHAAX vs. VENAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GHAAX vs. VENAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Global Resources Fund (GHAAX) and Vanguard Energy Index Fund Admiral Shares (VENAX). The values are adjusted to include any dividend payments, if applicable.

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GHAAX vs. VENAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GHAAX
VanEck Global Resources Fund
13.30%36.12%-3.15%-3.93%7.79%18.63%18.68%11.65%-29.35%-1.49%
VENAX
Vanguard Energy Index Fund Admiral Shares
39.76%7.29%6.57%0.05%62.94%55.57%-33.27%9.36%-19.90%-2.39%

Returns By Period

In the year-to-date period, GHAAX achieves a 13.30% return, which is significantly lower than VENAX's 39.76% return. Over the past 10 years, GHAAX has underperformed VENAX with an annualized return of 8.20%, while VENAX has yielded a comparatively higher 11.29% annualized return.


GHAAX

1D
-0.58%
1M
-6.62%
YTD
13.30%
6M
20.69%
1Y
43.50%
3Y*
13.98%
5Y*
10.63%
10Y*
8.20%

VENAX

1D
-1.12%
1M
11.69%
YTD
39.76%
6M
41.02%
1Y
39.10%
3Y*
18.90%
5Y*
25.11%
10Y*
11.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GHAAX vs. VENAX - Expense Ratio Comparison

GHAAX has a 1.38% expense ratio, which is higher than VENAX's 0.10% expense ratio.


Return for Risk

GHAAX vs. VENAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GHAAX
GHAAX Risk / Return Rank: 9090
Overall Rank
GHAAX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
GHAAX Sortino Ratio Rank: 8686
Sortino Ratio Rank
GHAAX Omega Ratio Rank: 8787
Omega Ratio Rank
GHAAX Calmar Ratio Rank: 9393
Calmar Ratio Rank
GHAAX Martin Ratio Rank: 9595
Martin Ratio Rank

VENAX
VENAX Risk / Return Rank: 7979
Overall Rank
VENAX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
VENAX Sortino Ratio Rank: 8181
Sortino Ratio Rank
VENAX Omega Ratio Rank: 8080
Omega Ratio Rank
VENAX Calmar Ratio Rank: 8484
Calmar Ratio Rank
VENAX Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GHAAX vs. VENAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Global Resources Fund (GHAAX) and Vanguard Energy Index Fund Admiral Shares (VENAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


GHAAXVENAXDifference

Sharpe ratio

Return per unit of total volatility

1.87

1.63

+0.24

Sortino ratio

Return per unit of downside risk

2.32

2.05

+0.27

Omega ratio

Gain probability vs. loss probability

1.37

1.31

+0.06

Calmar ratio

Return relative to maximum drawdown

2.90

2.09

+0.81

Martin ratio

Return relative to average drawdown

12.93

5.98

+6.94

GHAAX vs. VENAX - Sharpe Ratio Comparison

The current GHAAX Sharpe Ratio is 1.87, which is comparable to the VENAX Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of GHAAX and VENAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GHAAXVENAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.87

1.63

+0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.95

-0.49

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.38

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.29

+0.03

Correlation

The correlation between GHAAX and VENAX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

GHAAX vs. VENAX - Dividend Comparison

GHAAX's dividend yield for the trailing twelve months is around 1.37%, less than VENAX's 2.25% yield.


TTM20252024202320222021202020192018201720162015
GHAAX
VanEck Global Resources Fund
1.37%1.56%2.95%2.33%2.53%1.35%0.53%0.89%0.00%0.00%0.03%0.51%
VENAX
Vanguard Energy Index Fund Admiral Shares
2.25%3.10%3.24%3.34%3.65%3.80%4.76%3.41%3.35%2.90%2.31%3.17%

Drawdowns

GHAAX vs. VENAX - Drawdown Comparison

The maximum GHAAX drawdown since its inception was -74.68%, roughly equal to the maximum VENAX drawdown of -74.42%. Use the drawdown chart below to compare losses from any high point for GHAAX and VENAX.


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Drawdown Indicators


GHAAXVENAXDifference

Max Drawdown

Largest peak-to-trough decline

-74.68%

-74.42%

-0.26%

Max Drawdown (1Y)

Largest decline over 1 year

-14.44%

-19.04%

+4.60%

Max Drawdown (5Y)

Largest decline over 5 years

-27.74%

-26.59%

-1.15%

Max Drawdown (10Y)

Largest decline over 10 years

-62.93%

-69.58%

+6.65%

Current Drawdown

Current decline from peak

-7.06%

-1.12%

-5.94%

Average Drawdown

Average peak-to-trough decline

-24.81%

-20.09%

-4.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.24%

6.64%

-3.40%

Volatility

GHAAX vs. VENAX - Volatility Comparison

VanEck Global Resources Fund (GHAAX) has a higher volatility of 7.33% compared to Vanguard Energy Index Fund Admiral Shares (VENAX) at 5.01%. This indicates that GHAAX's price experiences larger fluctuations and is considered to be riskier than VENAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GHAAXVENAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.33%

5.01%

+2.32%

Volatility (6M)

Calculated over the trailing 6-month period

17.82%

13.94%

+3.88%

Volatility (1Y)

Calculated over the trailing 1-year period

23.46%

24.99%

-1.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.25%

26.55%

-3.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.58%

30.17%

-4.59%