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GUNR vs JMST

Comparison between FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND (GUNR, ETF) and JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF (JMST, ETF).

5-Year PerformanceGUNR has outperformed JMST, delivering a return of +10.3% compared to +2.3%

GUNR vs JMST - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GUNR
$6.70B
JMST
$6.70B
Expense Ratio
GUNR
0.46%
Winner
JMST
0.18%
Max Drawdown
GUNR
49.68%
Winner
JMST
2.41%
Sharpe Ratio
Winner
GUNR
1.42
JMST
-1.94
5Y Beta
GUNR
0.57
Winner
JMST
0.00
5Y Dividends CAGR
GUNR
6.80%
Winner
JMST
40.91%

GUNR vs JMST - Historical Returns

Returns include dividend reinvestment.

1M
GUNR
-3.44%
Winner
JMST
+0.07%
3M
GUNR
-8.37%
Winner
JMST
+0.59%
6M
Winner
GUNR
+4.29%
JMST
+0.98%
1Y
Winner
GUNR
+28.32%
JMST
+2.65%
5Y(CAGR)
Winner
GUNR
+10.27%
JMST
+2.31%
10Y(CAGR)
GUNR
+9.69%
JMST
N/A
Max(CAGR)
Winner
GUNR
+5.99%
JMST
+2.13%

GUNR vs JMST - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearGUNRJMST
2026+9.71%+1.20%
2025+29.00%+3.33%
2024-8.48%+3.33%
2023-0.79%+3.57%
2022+14.22%+0.09%
2021+23.80%+0.33%
2020+0.09%+2.00%
2019+18.20%+2.07%
2018-11.09%+0.70%
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 JMST Drawdown Comparison

The maximum drawdown for GUNR was -45.72%, occurring on Jan 20, 2016. Recovery took 868 trading sessions.

The maximum drawdown for JMST was -2.41%, occurring on Mar 20, 2020. Recovery took 29 trading sessions.

The current GUNR drawdown is -8.90%. The current JMST drawdown is -0.08%.

RankGUNRJMST
#1-45.72%
Jul 24, 2014 - Jan 3, 2018
-2.41%
Mar 9, 2020 - Apr 20, 2020
#2-43.04%
Jan 2, 2020 - Dec 4, 2020
-1.15%
Dec 29, 2021 - Dec 13, 2022
#3-24.02%
Apr 18, 2022 - Sep 11, 2025
-0.71%
Apr 1, 2025 - May 15, 2025
#4-18.56%
May 21, 2018 - Dec 26, 2019
-0.32%
May 16, 2023 - Jun 6, 2023
#5-17.58%
Feb 27, 2012 - Jan 29, 2013
-0.26%
Jan 31, 2023 - Mar 10, 2023
#6-15.68%
Jan 29, 2013 - May 7, 2014
-0.25%
Oct 29, 2025 - Nov 6, 2025
#7-13.93%
Oct 28, 2011 - Jan 27, 2012
-0.25%
Apr 13, 2023 - May 11, 2023
#8-11.69%
Apr 13, 2026 - Jul 1, 2026
-0.22%
Sep 13, 2023 - Oct 10, 2023
#9-11.23%
Jun 2, 2021 - Oct 20, 2021
-0.21%
Mar 17, 2026 - Apr 20, 2026
#10-10.30%
Sep 22, 2011 - Oct 12, 2011
-0.20%
Mar 25, 2025 - Apr 1, 2025
#11-10.19%
Jan 26, 2018 - May 16, 2018
-0.19%
Sep 20, 2021 - Dec 29, 2021
#12-7.43%
Jan 14, 2021 - Feb 16, 2021
-0.18%
Aug 21, 2019 - Oct 4, 2019
#13-7.09%
Oct 20, 2021 - Dec 27, 2021
-0.17%
Nov 5, 2024 - Nov 8, 2024
#14-6.80%
Mar 2, 2026 - Apr 7, 2026
-0.17%
Aug 6, 2024 - Aug 19, 2024
#15-5.92%
Mar 12, 2021 - Apr 15, 2021
-0.16%
Jan 31, 2024 - Feb 15, 2024

Correlation

Correlation between GUNR and JMST is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (2011 - 2026)

GUNR vs JMST dividend yield comparison.

YearGUNRJMST
20261.08%1.27%
20252.81%2.84%
20243.39%3.32%
20233.55%3.09%
20224.12%1.10%
20213.61%0.27%
20202.79%0.87%
20193.25%1.63%
20183.27%0.28%
20172.00%0.00%
20161.73%0.00%
20154.50%0.00%
20142.80%0.00%
20132.03%0.00%
20121.03%0.00%
20110.54%0.00%

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