DFSD vs GUNR
Comparison between DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF) and FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND (GUNR, ETF).
5-Year PerformanceGUNR has outperformed DFSD, delivering a return of +13.6% compared to +2.5%
DFSD vs GUNR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DFSD vs GUNR - Historical Returns
Returns include dividend reinvestment.
DFSD vs GUNR - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | DFSD | GUNR |
|---|---|---|
| 2026 | +1.03% | +23.51% |
| 2025 | +6.52% | +29.00% |
| 2024 | +4.53% | -8.48% |
| 2023 | +6.02% | -0.79% |
| 2022 | -5.69% | +14.22% |
| 2021 | -0.02% | +23.80% |
| 2020 | N/A | +0.09% |
| 2019 | N/A | +18.20% |
| 2018 | N/A | -11.09% |
| 2017 | N/A | +17.38% |
| 2016 | N/A | +32.10% |
| 2015 | N/A | -24.58% |
| 2014 | N/A | -7.45% |
| 2013 | N/A | -3.62% |
| 2012 | N/A | +4.44% |
| 2011 | N/A | +0.55% |
DFSD vs GUNR Drawdown Comparison
The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.
The maximum drawdown for GUNR was -45.72%, occurring on Jan 20, 2016. Recovery took 868 trading sessions.
The current DFSD drawdown is -0.14%.
| Rank | DFSD | GUNR |
|---|---|---|
| #1 | -8.45% Nov 18, 2021 - Feb 1, 2024 | -45.72% Jul 24, 2014 - Jan 3, 2018 |
| #2 | -1.47% Feb 27, 2026 - Jun 26, 2026 | -43.04% Jan 2, 2020 - Dec 4, 2020 |
| #3 | -1.34% Apr 3, 2025 - Apr 28, 2025 | -24.02% Apr 18, 2022 - Sep 11, 2025 |
| #4 | -0.67% Oct 1, 2024 - Nov 29, 2024 | -18.56% May 21, 2018 - Dec 26, 2019 |
| #5 | -0.67% Dec 6, 2024 - Jan 27, 2025 | -17.58% Feb 27, 2012 - Jan 29, 2013 |
| #6 | -0.62% Jun 26, 2026 - Aug 13, 2026 | -15.68% Jan 29, 2013 - May 7, 2014 |
| #7 | -0.52% Apr 30, 2025 - May 27, 2025 | -13.93% Oct 28, 2011 - Jan 27, 2012 |
| #8 | -0.50% Mar 27, 2024 - May 3, 2024 | -11.69% Apr 13, 2026 - Aug 20, 2026 |
| #9 | -0.42% Feb 1, 2024 - Mar 5, 2024 | -11.23% Jun 2, 2021 - Oct 20, 2021 |
| #10 | -0.42% Feb 5, 2025 - Feb 21, 2025 | -10.30% Sep 22, 2011 - Oct 12, 2011 |
| #11 | -0.40% Jun 4, 2025 - Jun 12, 2025 | -10.19% Jan 26, 2018 - May 16, 2018 |
| #12 | -0.37% Oct 22, 2025 - Nov 21, 2025 | -7.43% Jan 14, 2021 - Feb 16, 2021 |
| #13 | -0.35% Nov 26, 2025 - Dec 16, 2025 | -7.09% Oct 20, 2021 - Dec 27, 2021 |
| #14 | -0.34% Mar 3, 2025 - Mar 19, 2025 | -6.80% Mar 2, 2026 - Apr 7, 2026 |
| #15 | -0.29% Jun 30, 2025 - Jul 21, 2025 | -5.92% Mar 12, 2021 - Apr 15, 2021 |
Correlation
Correlation between DFSD and GUNR is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2011 - 2026)
DFSD vs GUNR dividend yield comparison.
| Year | DFSD | GUNR |
|---|---|---|
| 2026 | 2.45% | 0.96% |
| 2025 | 4.12% | 2.81% |
| 2024 | 4.81% | 3.39% |
| 2023 | 3.89% | 3.55% |
| 2022 | 2.12% | 4.12% |
| 2021 | 0.11% | 3.61% |
| 2020 | 0.00% | 2.79% |
| 2019 | 0.00% | 3.25% |
| 2018 | 0.00% | 3.27% |
| 2017 | 0.00% | 2.00% |
| 2016 | 0.00% | 1.73% |
| 2015 | 0.00% | 4.50% |
| 2014 | 0.00% | 2.80% |
| 2013 | 0.00% | 2.03% |
| 2012 | 0.00% | 1.03% |
| 2011 | 0.00% | 0.54% |
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