GUNR vs. OTCM
GUNR (FlexShares Morningstar Global Upstream Natural Resources Index Fund) is Natural Resources fund tracking the Morningstar Global Upstream Natural Resources Index, while OTCM (Otc Markets Group) is a stock. Over the past 10 years, GUNR returned 9.92%/yr vs 16.84%/yr for OTCM. At a 0.05 correlation, their price movements are largely independent.
Performance
GUNR vs. OTCM - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, GUNR achieves a 12.01% return, which is significantly higher than OTCM's 3.52% return. Over the past 10 years, GUNR has underperformed OTCM with an annualized return of 9.92%, while OTCM has yielded a comparatively higher 16.84% annualized return.
GUNR
- 1D
- -0.20%
- 1M
- 0.28%
- 6M
- 4.81%
- YTD
- 12.01%
- 1Y
- 29.13%
- 3Y*
- 10.19%
- 5Y*
- 10.29%
- 10Y*
- 9.92%
- ALL TIME*
- 6.37%
OTCM
- 1D
- -1.17%
- 1M
- 2.69%
- 6M
- -1.29%
- YTD
- 3.52%
- 1Y
- -4.66%
- 3Y*
- 0.77%
- 5Y*
- 7.43%
- 10Y*
- 16.84%
- ALL TIME*
- 19.97%
GUNR vs. OTCM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | 12.01% | 30.03% | -8.37% | -2.40% | 14.83% | 26.06% | 0.46% | 18.41% | -9.42% | 18.74% |
OTCM Otc Markets Group | 3.52% | 5.08% | -4.43% | 2.06% | -0.01% | 85.79% | 0.99% | 25.17% | 4.17% | 32.32% |
Correlation
The correlation between GUNR and OTCM is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.02 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2011 | 0.05 |
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
GUNR vs. OTCM — Risk / Return Rank
GUNR
OTCM
GUNR vs. OTCM - 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 Otc Markets Group (OTCM). 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.
| GUNR | OTCM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.00 | ||
| Sortino ratioReturn per unit of downside risk | +2.41 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.00 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 2.50 | -0.32 | +2.83 |
| Martin ratioReturn relative to average drawdown | 8.16 | -0.61 | +8.77 |
Loading charts...
Drawdowns
GUNR vs. OTCM - Drawdown Comparison
The maximum GUNR drawdown since its inception was -45.64%, which is greater than OTCM's maximum drawdown of -39.87%. Use the drawdown chart below to compare losses from any high point for GUNR and OTCM.
Loading charts...
Drawdown Indicators
| GUNR | OTCM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.64% | -39.87% | -5.77% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -14.43% | +2.73% |
Max Drawdown (3Y)Largest decline over 3 years | -19.59% | -24.48% | +4.89% |
Max Drawdown (5Y)Largest decline over 5 years | -24.06% | -25.80% | +1.74% |
Max Drawdown (10Y)Largest decline over 10 years | -43.04% | -39.87% | -3.17% |
Current DrawdownCurrent decline from peak | -8.44% | -8.60% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -10.39% | -8.57% | -1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 7.65% | -4.07% |
Volatility
GUNR vs. OTCM - Volatility Comparison
The current volatility for FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) is 3.99%, while Otc Markets Group (OTCM) has a volatility of 6.44%. This indicates that GUNR experiences smaller price fluctuations and is considered to be less risky than OTCM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| GUNR | OTCM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 6.44% | -2.45% |
Volatility (6M)Calculated over the trailing 6-month period | 13.06% | 17.14% | -4.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.91% | 29.84% | -13.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.95% | 28.60% | -9.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.31% | 33.08% | -12.77% |
Dividends
GUNR vs. OTCM - Dividend Comparison
GUNR's dividend yield for the trailing twelve months is around 2.39%, less than OTCM's 5.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | 2.39% | 2.81% | 3.39% | 3.55% | 4.12% | 3.61% | 2.79% | 3.25% | 3.27% | 2.00% | 1.73% | 4.50% |
OTCM Otc Markets Group | 5.16% | 4.81% | 4.33% | 3.97% | 3.90% | 6.19% | 3.68% | 3.57% | 4.24% | 3.99% | 2.43% | 6.63% |
Frequently Asked Questions
GUNR and OTCM have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTCM has higher volatility (6.44%) compared to GUNR (3.99%). In terms of maximum drawdown, GUNR dropped -45.64% vs OTCM's -39.87%.
GUNR currently has the higher Sharpe Ratio (1.84 vs -0.16), 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.
Find the right allocation for GUNR and OTCM
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