GUNR vs. PCLIX
Compare and contrast key facts about FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) and PIMCO CommoditiesPLUS Strategy Fund (PCLIX).
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. PCLIX is managed by PIMCO. It was launched on May 27, 2010.
Performance
GUNR vs. PCLIX - Performance Comparison
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GUNR vs. PCLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | 20.75% | 30.03% | -8.37% | -2.40% | 14.83% | 26.06% | 0.46% | 18.41% | -9.42% | 18.74% |
PCLIX PIMCO CommoditiesPLUS Strategy Fund | 30.80% | 5.76% | 8.53% | 0.69% | 23.32% | 43.83% | -9.18% | 19.37% | -12.02% | 10.86% |
Returns By Period
In the year-to-date period, GUNR achieves a 20.75% return, which is significantly lower than PCLIX's 30.80% return. Over the past 10 years, GUNR has underperformed PCLIX with an annualized return of 12.13%, while PCLIX has yielded a comparatively higher 13.29% annualized return.
GUNR
- 1D
- 1.85%
- 1M
- -0.49%
- YTD
- 20.75%
- 6M
- 27.36%
- 1Y
- 46.10%
- 3Y*
- 12.86%
- 5Y*
- 12.40%
- 10Y*
- 12.13%
PCLIX
- 1D
- 0.79%
- 1M
- 19.14%
- YTD
- 30.80%
- 6M
- 31.76%
- 1Y
- 32.96%
- 3Y*
- 15.28%
- 5Y*
- 18.66%
- 10Y*
- 13.29%
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GUNR vs. PCLIX - Expense Ratio Comparison
GUNR has a 0.46% expense ratio, which is lower than PCLIX's 0.98% expense ratio.
Return for Risk
GUNR vs. PCLIX — Risk / Return Rank
GUNR
PCLIX
GUNR vs. PCLIX - 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 PIMCO CommoditiesPLUS Strategy Fund (PCLIX). 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 | PCLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.46 | 1.83 | +0.63 |
Sortino ratioReturn per unit of downside risk | 3.05 | 2.38 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.34 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.49 | 3.13 | +0.36 |
Martin ratioReturn relative to average drawdown | 19.54 | 8.68 | +10.86 |
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 | PCLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.46 | 1.83 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.98 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.33 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.17 | +0.16 |
Correlation
The correlation between GUNR and PCLIX is 0.57, 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. PCLIX - Dividend Comparison
GUNR's dividend yield for the trailing twelve months is around 2.21%, more than PCLIX's 1.43% 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% |
PCLIX PIMCO CommoditiesPLUS Strategy Fund | 1.43% | 2.45% | 7.50% | 5.06% | 42.60% | 73.41% | 0.77% | 2.46% | 18.58% | 12.63% | 0.16% | 2.22% |
Drawdowns
GUNR vs. PCLIX - Drawdown Comparison
The maximum GUNR drawdown since its inception was -45.64%, smaller than the maximum PCLIX drawdown of -66.60%. Use the drawdown chart below to compare losses from any high point for GUNR and PCLIX.
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Drawdown Indicators
| GUNR | PCLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.64% | -66.60% | +20.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.30% | -10.90% | -2.40% |
Max Drawdown (5Y)Largest decline over 5 years | -24.06% | -21.59% | -2.47% |
Max Drawdown (10Y)Largest decline over 10 years | -43.04% | -51.78% | +8.74% |
Current DrawdownCurrent decline from peak | -0.94% | 0.00% | -0.94% |
Average DrawdownAverage peak-to-trough decline | -10.51% | -24.39% | +13.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 3.93% | -1.55% |
Volatility
GUNR vs. PCLIX - Volatility Comparison
The current volatility for FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) is 6.23%, while PIMCO CommoditiesPLUS Strategy Fund (PCLIX) has a volatility of 10.48%. This indicates that GUNR experiences smaller price fluctuations and is considered to be less risky than PCLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GUNR | PCLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.23% | 10.48% | -4.25% |
Volatility (6M)Calculated over the trailing 6-month period | 12.82% | 14.76% | -1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.79% | 18.95% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.10% | 19.13% | -0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.57% | 40.53% | -19.96% |