GUNR vs. UBCP
GUNR (FlexShares Morningstar Global Upstream Natural Resources Index Fund) is Commodity Producers Equities fund tracking the Morningstar Global Upstream Natural Resources Index, while UBCP (United Bancorp, Inc.) is a stock. Over the past 10 years, GUNR returned 11.10%/yr vs 10.34%/yr for UBCP. At a 0.06 correlation, their price movements are largely independent.
Performance
GUNR vs. UBCP - Performance Comparison
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Returns By Period
In the year-to-date period, GUNR achieves a 15.74% return, which is significantly higher than UBCP's 12.88% return. Over the past 10 years, GUNR has outperformed UBCP with an annualized return of 11.10%, while UBCP has yielded a comparatively lower 10.34% annualized return.
GUNR
- 1D
- 1.19%
- 1M
- -5.35%
- YTD
- 15.74%
- 6M
- 17.02%
- 1Y
- 34.03%
- 3Y*
- 12.40%
- 5Y*
- 9.47%
- 10Y*
- 11.10%
UBCP
- 1D
- -1.08%
- 1M
- 1.60%
- YTD
- 12.88%
- 6M
- 16.83%
- 1Y
- 22.46%
- 3Y*
- 18.88%
- 5Y*
- 7.00%
- 10Y*
- 10.34%
GUNR vs. UBCP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | 15.74% | 30.03% | -8.37% | -2.40% | 14.83% | 26.06% | 0.46% | 18.41% | -9.42% | 18.74% |
UBCP United Bancorp, Inc. | 12.88% | 17.96% | 8.37% | -6.95% | -7.37% | 32.06% | -3.73% | 31.06% | -10.12% | 1.89% |
Correlation
The correlation between GUNR and UBCP is 0.03, 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 | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2011 | 0.06 |
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Return for Risk
GUNR vs. UBCP — Risk / Return Rank
GUNR
UBCP
GUNR vs. UBCP - 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 United Bancorp, Inc. (UBCP). 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 | UBCP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.52 | ||
| Sortino ratioReturn per unit of downside risk | +1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.14 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 4.40 | 1.39 | +3.01 |
| Martin ratioReturn relative to average drawdown | 16.53 | 3.21 | +13.31 |
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Drawdowns
GUNR vs. UBCP - Drawdown Comparison
The maximum GUNR drawdown since its inception was -45.64%, smaller than the maximum UBCP drawdown of -67.81%. Use the drawdown chart below to compare losses from any high point for GUNR and UBCP.
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Drawdown Indicators
| GUNR | UBCP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.64% | -67.81% | +22.17% |
Max Drawdown (1Y)Largest decline over 1 year | -7.77% | -16.23% | +8.46% |
Max Drawdown (3Y)Largest decline over 3 years | -19.59% | -24.14% | +4.55% |
Max Drawdown (5Y)Largest decline over 5 years | -24.06% | -48.00% | +23.94% |
Max Drawdown (10Y)Largest decline over 10 years | -43.04% | -48.00% | +4.96% |
Current DrawdownCurrent decline from peak | -5.39% | -7.00% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -10.39% | -23.31% | +12.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 7.01% | -4.95% |
Volatility
GUNR vs. UBCP - Volatility Comparison
The current volatility for FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) is 5.11%, while United Bancorp, Inc. (UBCP) has a volatility of 13.25%. This indicates that GUNR experiences smaller price fluctuations and is considered to be less risky than UBCP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GUNR | UBCP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 13.25% | -8.14% |
Volatility (6M)Calculated over the trailing 6-month period | 13.13% | 26.46% | -13.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.69% | 34.23% | -18.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 36.71% | -17.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.44% | 35.28% | -14.84% |
Dividends
GUNR vs. UBCP - Dividend Comparison
GUNR's dividend yield for the trailing twelve months is around 2.31%, less than UBCP's 6.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | 2.31% | 2.81% | 3.39% | 3.55% | 4.12% | 3.61% | 2.79% | 3.25% | 3.27% | 2.00% | 1.73% | 4.50% |
UBCP United Bancorp, Inc. | 6.01% | 6.41% | 6.58% | 6.35% | 5.26% | 4.11% | 4.32% | 3.81% | 4.55% | 3.47% | 3.48% | 4.38% |
Frequently Asked Questions
GUNR and UBCP have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UBCP has higher volatility (13.25%) compared to GUNR (5.11%). In terms of maximum drawdown, GUNR dropped -45.64% vs UBCP's -67.81%.
GUNR currently has the higher Sharpe Ratio (2.18 vs 0.66), 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.
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