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GNR vs. VGPMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GNR vs. VGPMX - Performance Comparison

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

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GNR vs. VGPMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GNR
SPDR S&P Global Natural Resources ETF
20.16%28.68%-8.27%2.95%10.20%24.73%-0.03%16.49%-13.19%22.64%
VGPMX
Vanguard Global Capital Cycles Fund
4.53%65.96%5.78%10.06%7.34%19.50%17.21%20.67%-32.26%13.75%

Returns By Period

In the year-to-date period, GNR achieves a 20.16% return, which is significantly higher than VGPMX's 4.53% return. Over the past 10 years, GNR has underperformed VGPMX with an annualized return of 11.66%, while VGPMX has yielded a comparatively higher 12.39% annualized return.


GNR

1D
2.19%
1M
-1.16%
YTD
20.16%
6M
28.10%
1Y
44.49%
3Y*
13.40%
5Y*
12.05%
10Y*
11.66%

VGPMX

1D
-0.02%
1M
-10.69%
YTD
4.53%
6M
17.55%
1Y
57.21%
3Y*
24.25%
5Y*
19.13%
10Y*
12.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GNR vs. VGPMX - Expense Ratio Comparison

GNR has a 0.40% expense ratio, which is higher than VGPMX's 0.36% expense ratio.


Return for Risk

GNR vs. VGPMX — Risk / Return Rank

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

GNR
GNR Risk / Return Rank: 9393
Overall Rank
GNR Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
GNR Sortino Ratio Rank: 9393
Sortino Ratio Rank
GNR Omega Ratio Rank: 9393
Omega Ratio Rank
GNR Calmar Ratio Rank: 9090
Calmar Ratio Rank
GNR Martin Ratio Rank: 9595
Martin Ratio Rank

VGPMX
VGPMX Risk / Return Rank: 9797
Overall Rank
VGPMX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
VGPMX Sortino Ratio Rank: 9696
Sortino Ratio Rank
VGPMX Omega Ratio Rank: 9696
Omega Ratio Rank
VGPMX Calmar Ratio Rank: 9797
Calmar Ratio Rank
VGPMX Martin Ratio Rank: 9797
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. VGPMX - Risk-Adjusted Trends Comparison

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


GNRVGPMXDifference

Sharpe ratio

Return per unit of total volatility

2.16

2.94

-0.78

Sortino ratio

Return per unit of downside risk

2.75

3.51

-0.76

Omega ratio

Gain probability vs. loss probability

1.42

1.56

-0.14

Calmar ratio

Return relative to maximum drawdown

2.98

4.24

-1.26

Martin ratio

Return relative to average drawdown

15.63

17.59

-1.96

GNR vs. VGPMX - Sharpe Ratio Comparison

The current GNR Sharpe Ratio is 2.16, which is comparable to the VGPMX Sharpe Ratio of 2.94. The chart below compares the historical Sharpe Ratios of GNR and VGPMX, 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


GNRVGPMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.16

2.94

-0.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

1.12

-0.53

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

0.57

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.25

+0.01

Correlation

The correlation between GNR and VGPMX is 0.75, 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

GNR vs. VGPMX - Dividend Comparison

GNR's dividend yield for the trailing twelve months is around 2.30%, less than VGPMX's 3.73% yield.


TTM20252024202320222021202020192018201720162015
GNR
SPDR S&P Global Natural Resources ETF
2.30%2.76%4.73%3.37%4.37%3.44%2.78%3.84%3.51%2.40%2.06%4.59%
VGPMX
Vanguard Global Capital Cycles Fund
3.73%2.59%2.68%3.22%3.27%3.26%2.03%2.39%3.02%0.02%1.72%2.32%

Drawdowns

GNR vs. VGPMX - Drawdown Comparison

The maximum GNR drawdown since its inception was -51.37%, smaller than the maximum VGPMX drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for GNR and VGPMX.


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Drawdown Indicators


GNRVGPMXDifference

Max Drawdown

Largest peak-to-trough decline

-51.37%

-78.85%

+27.48%

Max Drawdown (1Y)

Largest decline over 1 year

-14.80%

-12.80%

-2.00%

Max Drawdown (5Y)

Largest decline over 5 years

-25.66%

-22.71%

-2.95%

Max Drawdown (10Y)

Largest decline over 10 years

-48.59%

-54.59%

+6.00%

Current Drawdown

Current decline from peak

-1.59%

-10.73%

+9.14%

Average Drawdown

Average peak-to-trough decline

-15.10%

-34.69%

+19.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.83%

3.09%

-0.26%

Volatility

GNR vs. VGPMX - Volatility Comparison

The current volatility for SPDR S&P Global Natural Resources ETF (GNR) is 6.47%, while Vanguard Global Capital Cycles Fund (VGPMX) has a volatility of 7.56%. This indicates that GNR experiences smaller price fluctuations and is considered to be less risky than VGPMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GNRVGPMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.47%

7.56%

-1.09%

Volatility (6M)

Calculated over the trailing 6-month period

13.76%

13.14%

+0.62%

Volatility (1Y)

Calculated over the trailing 1-year period

20.70%

19.28%

+1.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.36%

17.15%

+3.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.01%

21.65%

+0.36%