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INFL vs. GUNR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between INFL and GUNR is 0.55, 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.


Performance

INFL vs. GUNR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Horizon Kinetics Inflation Beneficiaries ETF (INFL) and FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR). The values are adjusted to include any dividend payments, if applicable.

20.00%40.00%60.00%80.00%December2025FebruaryMarchAprilMay
75.43%
25.79%
INFL
GUNR

Key characteristics

Sharpe Ratio

INFL:

1.65

GUNR:

-0.28

Sortino Ratio

INFL:

2.18

GUNR:

-0.26

Omega Ratio

INFL:

1.32

GUNR:

0.96

Calmar Ratio

INFL:

2.13

GUNR:

-0.22

Martin Ratio

INFL:

6.76

GUNR:

-0.61

Ulcer Index

INFL:

4.90%

GUNR:

8.33%

Daily Std Dev

INFL:

20.11%

GUNR:

18.08%

Max Drawdown

INFL:

-21.30%

GUNR:

-45.64%

Current Drawdown

INFL:

-2.67%

GUNR:

-13.21%

Returns By Period

In the year-to-date period, INFL achieves a 9.27% return, which is significantly higher than GUNR's 5.53% return.


INFL

YTD

9.27%

1M

12.92%

6M

3.52%

1Y

30.46%

5Y*

N/A

10Y*

N/A

GUNR

YTD

5.53%

1M

9.01%

6M

-4.32%

1Y

-6.30%

5Y*

12.22%

10Y*

5.09%

*Annualized

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INFL vs. GUNR - Expense Ratio Comparison

INFL has a 0.85% expense ratio, which is higher than GUNR's 0.46% expense ratio.


Risk-Adjusted Performance

INFL vs. GUNR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

INFL
The Risk-Adjusted Performance Rank of INFL is 9191
Overall Rank
The Sharpe Ratio Rank of INFL is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of INFL is 9090
Sortino Ratio Rank
The Omega Ratio Rank of INFL is 9191
Omega Ratio Rank
The Calmar Ratio Rank of INFL is 9393
Calmar Ratio Rank
The Martin Ratio Rank of INFL is 8888
Martin Ratio Rank

GUNR
The Risk-Adjusted Performance Rank of GUNR is 88
Overall Rank
The Sharpe Ratio Rank of GUNR is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of GUNR is 88
Sortino Ratio Rank
The Omega Ratio Rank of GUNR is 88
Omega Ratio Rank
The Calmar Ratio Rank of GUNR is 77
Calmar Ratio Rank
The Martin Ratio Rank of GUNR is 99
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

INFL vs. GUNR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Horizon Kinetics Inflation Beneficiaries ETF (INFL) and FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR). 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.


The current INFL Sharpe Ratio is 1.65, which is higher than the GUNR Sharpe Ratio of -0.28. The chart below compares the historical Sharpe Ratios of INFL and GUNR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
1.61
-0.28
INFL
GUNR

Dividends

INFL vs. GUNR - Dividend Comparison

INFL's dividend yield for the trailing twelve months is around 1.66%, less than GUNR's 3.51% yield.


TTM20242023202220212020201920182017201620152014
INFL
Horizon Kinetics Inflation Beneficiaries ETF
1.66%1.78%1.60%1.65%0.91%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
GUNR
FlexShares Morningstar Global Upstream Natural Resources Index Fund
3.51%3.39%3.55%4.12%3.61%2.79%3.25%3.28%2.00%1.73%4.50%2.80%

Drawdowns

INFL vs. GUNR - Drawdown Comparison

The maximum INFL drawdown since its inception was -21.30%, smaller than the maximum GUNR drawdown of -45.64%. Use the drawdown chart below to compare losses from any high point for INFL and GUNR. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-2.67%
-13.21%
INFL
GUNR

Volatility

INFL vs. GUNR - Volatility Comparison

Horizon Kinetics Inflation Beneficiaries ETF (INFL) and FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) have volatilities of 8.64% and 8.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
8.64%
8.79%
INFL
GUNR