PortfoliosLab logoPortfoliosLab logo
GNR vs. FRNRX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GNR vs. FRNRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR S&P Global Natural Resources ETF (GNR) and Franklin Natural Resources Fund (FRNRX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, GNR achieves a 10.29% return, which is significantly lower than FRNRX's 14.67% return. Both investments have delivered pretty close results over the past 10 years, with GNR having a 10.53% annualized return and FRNRX not far behind at 10.30%.


GNR

1D
0.91%
1M
-7.46%
YTD
10.29%
6M
9.86%
1Y
30.14%
3Y*
12.05%
5Y*
8.64%
10Y*
10.53%

FRNRX

1D
-1.90%
1M
-7.87%
YTD
14.67%
6M
14.08%
1Y
40.91%
3Y*
18.35%
5Y*
22.01%
10Y*
10.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GNR vs. FRNRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GNR
SPDR S&P Global Natural Resources ETF
10.29%28.68%-8.27%2.95%10.20%24.73%-0.03%16.49%-13.19%22.64%
FRNRX
Franklin Natural Resources Fund
14.67%30.43%1.28%3.25%30.52%74.38%-21.58%10.03%-23.78%0.32%

Correlation

The correlation between GNR and FRNRX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.91

Correlation (3Y)
Calculated over the trailing 3-year period

0.91

Correlation (5Y)
Calculated over the trailing 5-year period

0.91

Correlation (10Y)
Calculated over the trailing 10-year period

0.89

Correlation (All Time)
Calculated using the full available price history since Sep 14, 2010

0.89

The correlation between GNR and FRNRX has been stable across timeframes, ranging from 0.89 to 0.91 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

GNR vs. FRNRX — Risk / Return Rank

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

GNR
GNR Risk / Return Rank: 6262
Overall Rank
GNR Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
GNR Sortino Ratio Rank: 5454
Sortino Ratio Rank
GNR Omega Ratio Rank: 5757
Omega Ratio Rank
GNR Calmar Ratio Rank: 6767
Calmar Ratio Rank
GNR Martin Ratio Rank: 7373
Martin Ratio Rank

FRNRX
FRNRX Risk / Return Rank: 8484
Overall Rank
FRNRX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
FRNRX Sortino Ratio Rank: 7474
Sortino Ratio Rank
FRNRX Omega Ratio Rank: 7474
Omega Ratio Rank
FRNRX Calmar Ratio Rank: 9393
Calmar Ratio Rank
FRNRX Martin Ratio Rank: 9595
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.

GNR vs. FRNRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Global Natural Resources ETF (GNR) and Franklin Natural Resources Fund (FRNRX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GNRFRNRXDifference
Sharpe ratioReturn per unit of total volatility

-0.59

Sortino ratioReturn per unit of downside risk

-0.69

Omega ratioGain probability vs. loss probability

1.31

1.40

-0.09

Calmar ratioReturn relative to maximum drawdown

2.88

4.46

-1.58

Martin ratioReturn relative to average drawdown

11.79

18.41

-6.62

GNR vs. FRNRX - Sharpe Ratio Comparison

The current GNR Sharpe Ratio is 1.74, which is comparable to the FRNRX Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of GNR and FRNRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

GNR vs. FRNRX - Drawdown Comparison

The maximum GNR drawdown since its inception was -51.37%, smaller than the maximum FRNRX drawdown of -80.54%. Use the drawdown chart below to compare losses from any high point for GNR and FRNRX.


Loading charts...

Drawdown Indicators


GNRFRNRXDifference

Max Drawdown

Largest peak-to-trough decline

-51.37%

-80.54%

+29.17%

Max Drawdown (1Y)

Largest decline over 1 year

-10.50%

-9.01%

-1.49%

Max Drawdown (3Y)

Largest decline over 3 years

-21.15%

-19.65%

-1.50%

Max Drawdown (5Y)

Largest decline over 5 years

-25.66%

-26.29%

+0.63%

Max Drawdown (10Y)

Largest decline over 10 years

-48.59%

-70.71%

+22.12%

Current Drawdown

Current decline from peak

-9.68%

-9.01%

-0.67%

Average Drawdown

Average peak-to-trough decline

-14.92%

-23.79%

+8.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.56%

2.18%

+0.38%

Volatility

GNR vs. FRNRX - Volatility Comparison

SPDR S&P Global Natural Resources ETF (GNR) and Franklin Natural Resources Fund (FRNRX) have volatilities of 6.13% and 6.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


GNRFRNRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.13%

6.06%

+0.07%

Volatility (6M)

Calculated over the trailing 6-month period

14.15%

13.65%

+0.50%

Volatility (1Y)

Calculated over the trailing 1-year period

17.38%

17.24%

+0.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.29%

25.57%

-5.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.81%

28.53%

-6.72%

GNR vs. FRNRX - Expense Ratio Comparison

GNR has a 0.40% expense ratio, which is lower than FRNRX's 0.96% expense ratio.


Dividends

GNR vs. FRNRX - Dividend Comparison

GNR's dividend yield for the trailing twelve months is around 2.69%, more than FRNRX's 1.48% yield.


PositionTTM20252024202320222021202020192018201720162015
FRNRX
Franklin Natural Resources Fund
1.48%1.70%2.40%1.98%2.38%22.66%2.39%1.64%2.43%1.16%1.02%0.86%
GNR
SPDR S&P Global Natural Resources ETF
2.69%2.76%4.73%3.37%4.37%3.44%2.78%3.84%3.51%2.40%2.06%4.59%

Frequently Asked Questions


With a correlation of 0.91, GNR and FRNRX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

GNR has higher volatility (6.13%) compared to FRNRX (6.06%). In terms of maximum drawdown, GNR dropped -51.37% vs FRNRX's -80.54%.

FRNRX currently has the higher Sharpe Ratio (2.33 vs 1.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for GNR and FRNRX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer