GUNR vs. NTR
Compare and contrast key facts about FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) and Nutrien Ltd. (NTR).
GUNR is a passively managed fund by Northern Trust that tracks the performance of the Morningstar Global Upstream Natural Resources Index. It was launched on Sep 16, 2011.
Performance
GUNR vs. NTR - Performance Comparison
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GUNR vs. NTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | 20.73% | 30.03% | -8.37% | -2.40% | 14.83% | 26.06% | 0.46% | 18.41% | -11.10% |
NTR Nutrien Ltd. | 21.68% | 43.33% | -16.97% | -20.19% | 0.23% | 60.78% | 5.60% | 5.57% | -11.36% |
Returns By Period
The year-to-date returns for both investments are quite close, with GUNR having a 20.73% return and NTR slightly higher at 21.68%.
GUNR
- 1D
- -0.02%
- 1M
- -0.96%
- YTD
- 20.73%
- 6M
- 27.72%
- 1Y
- 45.55%
- 3Y*
- 12.85%
- 5Y*
- 12.39%
- 10Y*
- 12.13%
NTR
- 1D
- -1.19%
- 1M
- -0.85%
- YTD
- 21.68%
- 6M
- 33.78%
- 1Y
- 55.76%
- 3Y*
- 4.29%
- 5Y*
- 10.29%
- 10Y*
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Return for Risk
GUNR vs. NTR — Risk / Return Rank
GUNR
NTR
GUNR vs. NTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) and Nutrien Ltd. (NTR). 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.
| GUNR | NTR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.44 | 1.80 | +0.63 |
Sortino ratioReturn per unit of downside risk | 3.02 | 2.46 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.31 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 3.46 | 4.20 | -0.73 |
Martin ratioReturn relative to average drawdown | 19.38 | 10.11 | +9.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GUNR | NTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.44 | 1.80 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.30 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.23 | +0.11 |
Correlation
The correlation between GUNR and NTR is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
GUNR vs. NTR - Dividend Comparison
GUNR's dividend yield for the trailing twelve months is around 2.21%, less than NTR's 2.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | 2.21% | 2.81% | 3.39% | 3.55% | 4.12% | 3.61% | 2.79% | 3.25% | 3.27% | 2.00% | 1.73% | 4.50% |
NTR Nutrien Ltd. | 2.93% | 3.53% | 4.83% | 3.76% | 3.51% | 2.45% | 3.74% | 3.67% | 3.47% | 0.00% | 0.00% | 0.00% |
Drawdowns
GUNR vs. NTR - Drawdown Comparison
The maximum GUNR drawdown since its inception was -45.64%, smaller than the maximum NTR drawdown of -57.80%. Use the drawdown chart below to compare losses from any high point for GUNR and NTR.
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Drawdown Indicators
| GUNR | NTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.64% | -57.80% | +12.16% |
Max Drawdown (1Y)Largest decline over 1 year | -13.25% | -13.20% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -24.06% | -57.80% | +33.74% |
Max Drawdown (10Y)Largest decline over 10 years | -43.04% | — | — |
Current DrawdownCurrent decline from peak | -0.96% | -24.29% | +23.33% |
Average DrawdownAverage peak-to-trough decline | -10.50% | -26.15% | +15.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 5.48% | -3.10% |
Volatility
GUNR vs. NTR - Volatility Comparison
The current volatility for FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) is 5.25%, while Nutrien Ltd. (NTR) has a volatility of 13.66%. This indicates that GUNR experiences smaller price fluctuations and is considered to be less risky than NTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GUNR | NTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 13.66% | -8.41% |
Volatility (6M)Calculated over the trailing 6-month period | 12.82% | 25.30% | -12.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.79% | 31.05% | -12.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.09% | 33.98% | -14.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.56% | 33.99% | -13.43% |