GUNR vs CGBL
Comparison between FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND (GUNR, ETF) and CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF).
GUNR vs CGBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GUNR
$7.20B
CGBL
$7.20B
Expense Ratio
GUNR
0.46%
Winner
CGBL
0.33%
Max Drawdown
GUNR
49.68%
Winner
CGBL
12.01%
Sharpe Ratio
Winner
GUNR
1.96
CGBL
1.07
5Y Beta
Winner
GUNR
0.55
CGBL
0.65
5Y Dividends CAGR
GUNR
6.80%
CGBL
N/A
GUNR vs CGBL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GUNR
+10.33%
CGBL
+2.11%
3M
Winner
GUNR
+5.16%
CGBL
+3.41%
6M
Winner
GUNR
+6.81%
CGBL
+5.41%
1Y
Winner
GUNR
+39.56%
CGBL
+15.73%
5Y(CAGR)
GUNR
+13.64%
CGBL
N/A
10Y(CAGR)
GUNR
+11.00%
CGBL
N/A
Max(CAGR)
GUNR
+6.79%
Winner
CGBL
+17.88%
GUNR vs CGBL - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | GUNR | CGBL |
|---|---|---|
| 2026 | +23.51% | +8.37% |
| 2025 | +29.00% | +15.25% |
| 2024 | -8.48% | +17.28% |
| 2023 | -0.79% | +9.80% |
| 2022 | +14.22% | N/A |
| 2021 | +23.80% | N/A |
| 2020 | +0.09% | N/A |
| 2019 | +18.20% | N/A |
| 2018 | -11.09% | N/A |
| 2017 | +17.38% | N/A |
| 2016 | +32.10% | N/A |
| 2015 | -24.58% | N/A |
| 2014 | -7.45% | N/A |
| 2013 | -3.62% | N/A |
| 2012 | +4.44% | N/A |
| 2011 | +0.55% | N/A |
GUNR vs CGBL Drawdown Comparison
The maximum drawdown for GUNR was -45.72%, occurring on Jan 20, 2016. Recovery took 868 trading sessions.
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The current CGBL drawdown is -0.91%.
| Rank | GUNR | CGBL |
|---|---|---|
| #1 | -45.72% Jul 24, 2014 - Jan 3, 2018 | -11.66% Feb 6, 2025 - Jun 3, 2025 |
| #2 | -43.04% Jan 2, 2020 - Dec 4, 2020 | -7.88% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -24.02% Apr 18, 2022 - Sep 11, 2025 | -5.93% Jul 16, 2024 - Aug 30, 2024 |
| #4 | -18.56% May 21, 2018 - Dec 26, 2019 | -4.38% Oct 11, 2023 - Nov 14, 2023 |
| #5 | -17.58% Feb 27, 2012 - Jan 29, 2013 | -3.82% Dec 16, 2024 - Jan 24, 2025 |
| #6 | -15.68% Jan 29, 2013 - May 7, 2014 | -3.78% Mar 28, 2024 - May 15, 2024 |
| #7 | -13.93% Oct 28, 2011 - Jan 27, 2012 | -3.57% Jun 2, 2026 - Jun 18, 2026 |
| #8 | -11.69% Apr 13, 2026 - Aug 20, 2026 | -3.57% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -11.23% Jun 2, 2021 - Oct 20, 2021 | -3.12% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -10.30% Sep 22, 2011 - Oct 12, 2011 | -2.95% Jul 6, 2026 - Aug 4, 2026 |
| #11 | -10.19% Jan 26, 2018 - May 16, 2018 | -2.59% Nov 8, 2024 - Dec 2, 2024 |
| #12 | -7.43% Jan 14, 2021 - Feb 16, 2021 | -2.48% May 14, 2026 - May 27, 2026 |
| #13 | -7.09% Oct 20, 2021 - Dec 27, 2021 | -2.18% Dec 11, 2025 - Dec 24, 2025 |
| #14 | -6.80% Mar 2, 2026 - Apr 7, 2026 | -2.17% Jan 28, 2026 - Feb 20, 2026 |
| #15 | -5.92% Mar 12, 2021 - Apr 15, 2021 | -2.09% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between GUNR and CGBL is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2011 - 2026)
GUNR vs CGBL dividend yield comparison.
| Year | GUNR | CGBL |
|---|---|---|
| 2026 | 0.96% | 0.76% |
| 2025 | 2.81% | 1.98% |
| 2024 | 3.39% | 1.92% |
| 2023 | 3.55% | 0.48% |
| 2022 | 4.12% | 0.00% |
| 2021 | 3.61% | 0.00% |
| 2020 | 2.79% | 0.00% |
| 2019 | 3.25% | 0.00% |
| 2018 | 3.27% | 0.00% |
| 2017 | 2.00% | 0.00% |
| 2016 | 1.73% | 0.00% |
| 2015 | 4.50% | 0.00% |
| 2014 | 2.80% | 0.00% |
| 2013 | 2.03% | 0.00% |
| 2012 | 1.03% | 0.00% |
| 2011 | 0.54% | 0.00% |
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