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Performance analysis of GUNR (FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND)

Annual Return

Over the past 3 years, GUNR has had an average annual return of +10.23%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, GUNR has had an average annual return of +10.40%, underperforming the benchmark SPY, which returned +12.55% annual.

Over the past 10 years, GUNR has had an average annual return of +9.95%, underperforming the benchmark SPY, which returned +14.95% annual.

Since Sep 22, 2011, GUNR has had an average annual return of +6.01%, underperforming the benchmark SPY, which returned +15.54% annual.

202620252024202320222021202020192018201720162015
+12.03%+30.03%-8.37%-2.39%+14.91%+26.13%+0.51%+18.40%-9.40%+18.73%+31.27%-24.16%
2014201320122011
-8.29%-1.72%+9.06%+0.55%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+10.45%+9.88%-0.49%-0.20%-2.04%-7.99%+3.13%+12.03%
2025+4.35%-0.23%+3.24%-2.58%+3.30%+3.59%+0.57%+6.59%+2.64%-0.76%+3.31%+2.86%+30.03%
2024-6.18%+0.19%+7.13%+0.78%+2.80%-4.64%+1.87%-0.49%+2.18%-3.54%-0.63%-7.23%-8.37%
2023+5.77%-7.18%-0.50%+1.04%-9.83%+5.35%+6.54%-4.00%-0.62%-4.62%+3.78%+3.47%-2.39%
2022+4.63%+6.56%+7.19%-4.59%+5.22%-14.33%+3.83%+0.78%-8.12%+10.22%+9.29%-3.45%+14.91%
2021+1.44%+7.61%+2.55%+4.08%+4.65%-2.24%-1.26%-1.40%-0.34%+5.98%-3.68%+6.82%+26.13%
2020-6.77%-11.07%-17.88%+14.68%+4.57%+3%+5.31%+2.10%-5.72%-3.60%+15.62%+5.78%+0.51%
2019+9.66%+1.43%+1.44%+0.37%-6.57%+8.46%-1.91%-4.91%+2.10%+0.77%+1.47%+5.95%+18.40%
2018+4.30%-5.21%-0.50%+4.24%+1.09%-0.48%+0.39%-2.62%+3.03%-6.98%-1.90%-4.44%-9.40%
2017+5.02%-1.69%-0.06%-0.54%-1.06%-0.71%+5.88%+1.49%+2.18%+1.64%+0.44%+5.06%+18.73%

Drawdown analysis of GUNR (FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND)

The maximum drawdown for the GUNR was -45.72%, occurring on Jan 20, 2016. Recovery took 493 trading sessions.

The current GUNR drawdown is -8.43%.

Since Sep 22, 2011 GUNR has experienced the following drawdowns:

  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 3 times
  • 10% or more: 11 times
DepthStartTo BottomBottomTo RecoverEndTotal
-45.72%Jul 24, 2014375Jan 20, 2016493Jan 3, 2018868
-43.04%Jan 2, 202052Mar 18, 2020182Dec 4, 2020234
-24.02%Apr 18, 202260Jul 14, 2022793Sep 11, 2025853
-18.56%May 21, 2018150Dec 24, 2018253Dec 26, 2019403
-17.58%Feb 27, 201268Jun 4, 2012163Jan 29, 2013231
-15.68%Jan 29, 2013101Jun 24, 2013219May 7, 2014320
-13.93%Oct 28, 201119Nov 25, 201142Jan 27, 201261
-11.69%Apr 13, 202655Jul 1, 2026OngoingOngoingOngoing
-11.23%Jun 2, 202176Sep 20, 202122Oct 20, 202198
-10.30%Sep 22, 20117Oct 3, 20117Oct 12, 201114
-10.19%Jan 26, 20189Feb 8, 201867May 16, 201876
-7.43%Jan 14, 202110Jan 29, 202111Feb 16, 202121
-7.10%Oct 20, 202129Dec 1, 202117Dec 27, 202146
-6.80%Mar 2, 202614Mar 20, 202611Apr 7, 202625
-5.92%Mar 12, 20217Mar 23, 202116Apr 15, 202123
-4.61%Mar 10, 20223Mar 15, 20224Mar 21, 20227
-4.49%Feb 24, 20212Feb 26, 20218Mar 10, 202110
-4.26%Nov 12, 20256Nov 20, 20255Nov 28, 202511
-4.16%Jan 19, 20223Jan 24, 20227Feb 2, 202210
-3.89%Jan 29, 20262Feb 2, 20265Feb 9, 20267
-3.67%May 7, 202112May 25, 20215Jun 2, 202117
-3.43%Dec 17, 20203Dec 22, 20207Jan 4, 202110
-3.31%Jan 27, 20122Jan 31, 201216Feb 23, 201218
-3.19%Oct 6, 202521Nov 4, 20254Nov 10, 202525
-3.08%Feb 16, 20225Feb 24, 20223Mar 1, 20228