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PXE vs. MGNR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PXE vs. MGNR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Dynamic Energy Exploration & Production ETF (PXE) and American Beacon GLG Natural Resources ETF (MGNR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PXE achieves a 33.42% return, which is significantly higher than MGNR's 25.87% return.


PXE

1D
-0.16%
1M
-4.54%
YTD
33.42%
6M
22.41%
1Y
40.52%
3Y*
16.07%
5Y*
18.51%
10Y*
8.45%

MGNR

1D
-0.02%
1M
2.81%
YTD
25.87%
6M
27.66%
1Y
74.30%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PXE vs. MGNR - Yearly Performance Comparison


Correlation

The correlation between PXE and MGNR is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Feb 7, 2024

0.42

Over the past year, the correlation between PXE and MGNR has dropped to 0.20 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.

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Return for Risk

PXE vs. MGNR — Risk / Return Rank

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

PXE
PXE Risk / Return Rank: 4545
Overall Rank
PXE Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
PXE Sortino Ratio Rank: 3939
Sortino Ratio Rank
PXE Omega Ratio Rank: 3838
Omega Ratio Rank
PXE Calmar Ratio Rank: 6060
Calmar Ratio Rank
PXE Martin Ratio Rank: 4444
Martin Ratio Rank

MGNR
MGNR Risk / Return Rank: 9090
Overall Rank
MGNR Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
MGNR Sortino Ratio Rank: 8585
Sortino Ratio Rank
MGNR Omega Ratio Rank: 8787
Omega Ratio Rank
MGNR Calmar Ratio Rank: 9292
Calmar Ratio Rank
MGNR Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PXE vs. MGNR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Dynamic Energy Exploration & Production ETF (PXE) and American Beacon GLG Natural Resources ETF (MGNR). 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.


PXEMGNRDifference
Sharpe ratioReturn per unit of total volatility

-1.76

Sortino ratioReturn per unit of downside risk

-1.80

Omega ratioGain probability vs. loss probability

1.24

1.53

-0.29

Calmar ratioReturn relative to maximum drawdown

2.93

6.03

-3.10

Martin ratioReturn relative to average drawdown

7.07

24.40

-17.33

PXE vs. MGNR - Sharpe Ratio Comparison

The current PXE Sharpe Ratio is 1.49, which is lower than the MGNR Sharpe Ratio of 3.25. The chart below compares the historical Sharpe Ratios of PXE and MGNR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


PXEMGNRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.49

3.25

-1.76

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

1.76

-1.59

Drawdowns

PXE vs. MGNR - Drawdown Comparison

The maximum PXE drawdown since its inception was -83.99%, which is greater than MGNR's maximum drawdown of -22.06%. Use the drawdown chart below to compare losses from any high point for PXE and MGNR.


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Drawdown Indicators


PXEMGNRDifference

Max Drawdown

Largest peak-to-trough decline

-83.99%

-22.06%

-61.93%

Max Drawdown (1Y)

Largest decline over 1 year

-13.89%

-12.38%

-1.51%

Max Drawdown (3Y)

Largest decline over 3 years

-37.65%

Max Drawdown (5Y)

Largest decline over 5 years

-37.65%

Max Drawdown (10Y)

Largest decline over 10 years

-80.17%

Current Drawdown

Current decline from peak

-7.71%

-1.77%

-5.94%

Average Drawdown

Average peak-to-trough decline

-27.99%

-3.86%

-24.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.74%

3.05%

+2.69%

Volatility

PXE vs. MGNR - Volatility Comparison

Invesco Dynamic Energy Exploration & Production ETF (PXE) has a higher volatility of 9.57% compared to American Beacon GLG Natural Resources ETF (MGNR) at 6.57%. This indicates that PXE's price experiences larger fluctuations and is considered to be riskier than MGNR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PXEMGNRDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.57%

6.57%

+3.00%

Volatility (6M)

Calculated over the trailing 6-month period

20.70%

17.65%

+3.05%

Volatility (1Y)

Calculated over the trailing 1-year period

27.44%

23.01%

+4.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.66%

25.01%

+8.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.98%

25.01%

+11.97%

PXE vs. MGNR - Expense Ratio Comparison

PXE has a 0.63% expense ratio, which is lower than MGNR's 0.75% expense ratio.


Dividends

PXE vs. MGNR - Dividend Comparison

PXE's dividend yield for the trailing twelve months is around 2.00%, more than MGNR's 1.07% yield.


PositionTTM20252024202320222021202020192018201720162015
MGNR
American Beacon GLG Natural Resources ETF
1.07%1.17%0.79%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PXE
Invesco Dynamic Energy Exploration & Production ETF
2.00%2.98%2.54%2.78%3.03%1.86%4.10%1.70%1.29%1.54%6.62%2.58%

Frequently Asked Questions


PXE and MGNR have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PXE has higher volatility (9.57%) compared to MGNR (6.57%). In terms of maximum drawdown, PXE dropped -83.99% vs MGNR's -22.06%.

On 1-year performance, MGNR leads with 74.30% vs 40.52% for PXE. On fees, PXE is cheaper at 0.63% per year. On volatility, MGNR has been the lower-risk option at 6.57%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, MGNR has performed better with a 74.30% return vs 40.52%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PXE is cheaper with a 0.63% expense ratio, compared with 0.75% for MGNR.

PXE has the higher dividend yield at 2.00%, compared with 1.07% for MGNR.

They also come from different issuers: Invesco and American Beacon. Their fees differ too: 0.63% for PXE and 0.75% for MGNR.

MGNR currently has the higher Sharpe Ratio (3.25 vs 1.49), 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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