GUNR vs. VIRT
GUNR (FlexShares Morningstar Global Upstream Natural Resources Index Fund) is Natural Resources fund tracking the Morningstar Global Upstream Natural Resources Index, while VIRT (Virtu Financial, Inc.) is a stock. Over the past 10 years, GUNR returned 10.26%/yr vs 18.05%/yr for VIRT. Their 0.12 correlation means their historical movements had little consistent relationship.
Performance
GUNR vs. VIRT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, GUNR achieves a 15.47% return, which is significantly lower than VIRT's 81.20% return. Over the past 10 years, GUNR has underperformed VIRT with an annualized return of 10.26%, while VIRT has yielded a comparatively higher 18.05% annualized return.
GUNR
- 1D
- -0.13%
- 1M
- 6.07%
- 6M
- 3.93%
- YTD
- 15.47%
- 1Y
- 29.81%
- 3Y*
- 10.45%
- 5Y*
- 11.05%
- 10Y*
- 10.26%
- ALL TIME*
- 6.58%
VIRT
- 1D
- 0.12%
- 1M
- -2.15%
- 6M
- 62.47%
- YTD
- 81.20%
- 1Y
- 38.30%
- 3Y*
- 52.81%
- 5Y*
- 23.17%
- 10Y*
- 18.05%
- ALL TIME*
- 13.40%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $10.72M | $19.11M | $19.24M | |
| $75.83M | $74.91M | $74.80M |
GUNR vs. VIRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | 15.47% | 30.03% | -8.37% | -2.40% | 14.83% | 26.06% | 0.46% | 18.41% | -9.42% | 18.74% |
VIRT Virtu Financial, Inc. | 81.20% | -4.24% | 83.03% | 4.61% | -26.51% | 18.58% | 64.42% | -34.86% | 45.96% | 21.52% |
Correlation
The correlation between GUNR and VIRT is 0.05, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.05 |
Correlation (3Y) Balances recent behavior with more history. | 0.17 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.22 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.12 |
Correlation (All Time) Calculated using the full available price history since Apr 16, 2015 | 0.12 |
The correlation between GUNR and VIRT shifts across timeframes, from 0.05 (1 year) to 0.22 (5 years), reflecting how their relationship changes across market environments.
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. VIRT — Risk / Return Rank
GUNR
VIRT
GUNR vs. VIRT - 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 Virtu Financial, Inc. (VIRT). 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 | VIRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.63 | ||
| Sortino ratioReturn per unit of downside risk | +0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.22 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | 1.46 | +1.08 |
| Martin ratioReturn relative to average drawdown | 8.17 | 2.68 | +5.49 |
Loading charts...
Drawdowns
GUNR vs. VIRT - Drawdown Comparison
The maximum GUNR drawdown since its inception was -45.64%, smaller than the maximum VIRT drawdown of -56.17%. Use the drawdown chart below to compare losses from any high point for GUNR and VIRT.
Loading charts...
Drawdown Indicators
| GUNR | VIRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.64% | -56.17% | +10.53% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -27.30% | +15.60% |
Max Drawdown (3Y)Largest decline over 3 years | -19.59% | -27.83% | +8.24% |
Max Drawdown (5Y)Largest decline over 5 years | -24.06% | -54.52% | +30.46% |
Max Drawdown (10Y)Largest decline over 10 years | -43.04% | -56.17% | +13.13% |
Current DrawdownCurrent decline from peak | -5.61% | -10.60% | +4.99% |
Average DrawdownAverage peak-to-trough decline | -10.38% | -25.46% | +15.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 14.83% | -11.19% |
Volatility
GUNR vs. VIRT - Volatility Comparison
The current volatility for FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) is 3.48%, while Virtu Financial, Inc. (VIRT) has a volatility of 14.15%. This indicates that GUNR experiences smaller price fluctuations and is considered to be less risky than VIRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| GUNR | VIRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 14.15% | -10.67% |
Volatility (6M)Calculated over the trailing 6-month period | 13.16% | 27.24% | -14.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.91% | 32.11% | -16.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.95% | 32.78% | -13.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.31% | 36.06% | -15.75% |
Dividends
GUNR vs. VIRT - Dividend Comparison
GUNR's dividend yield for the trailing twelve months is around 2.32%, more than VIRT's 1.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | 2.32% | 2.81% | 3.39% | 3.55% | 4.12% | 3.61% | 2.79% | 3.25% | 3.27% | 2.00% | 1.73% | 4.50% |
VIRT Virtu Financial, Inc. | 1.61% | 2.88% | 2.69% | 4.74% | 4.70% | 3.33% | 3.81% | 6.00% | 3.73% | 5.25% | 6.02% | 2.12% |
Frequently Asked Questions
GUNR and VIRT have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VIRT has higher volatility (14.15%) compared to GUNR (3.48%). In terms of maximum drawdown, GUNR dropped -45.64% vs VIRT's -56.17%.
GUNR currently has the higher Sharpe Ratio (1.87 vs 1.24), 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 VIRT
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