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GUNR vs PDI

Comparison between FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND (GUNR, ETF) and PIMCO Dynamic Income Fund (PDI, ETF).

5-Year PerformanceGUNR has outperformed PDI, delivering a return of +9.6% compared to +2.7%

GUNR vs PDI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GUNR
$7.40B
PDI
$7.40B
Expense Ratio
GUNR
0.46%
PDI
N/A
Max Drawdown
Winner
GUNR
49.68%
PDI
54.44%
Sharpe Ratio
Winner
GUNR
1.74
PDI
-0.25
5Y Beta
GUNR
0.58
Winner
PDI
0.44
5Y Dividends CAGR
Winner
GUNR
5.36%
PDI
1.62%

GUNR vs PDI - Historical Returns

Returns include dividend reinvestment.

1M
GUNR
-3.34%
Winner
PDI
-0.76%
3M
GUNR
-2.65%
Winner
PDI
-2.33%
6M
Winner
GUNR
+16.99%
PDI
+0.54%
1Y
Winner
GUNR
+31.60%
PDI
+2.04%
5Y(CAGR)
Winner
GUNR
+9.59%
PDI
+2.68%
10Y(CAGR)
Winner
GUNR
+10.99%
PDI
+7.59%
Max(CAGR)
GUNR
+6.27%
Winner
PDI
+10.08%

GUNR vs PDI - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearGUNRPDI
2026+13.55%-0.75%
2025+29.00%+10.00%
2024-8.48%+16.01%
2023-0.79%+10.48%
2022+14.22%-17.75%
2021+23.80%+7.61%
2020+0.09%-10.00%
2019+18.20%+20.57%
2018-11.09%+6.86%
2017+17.38%+17.07%
2016+32.10%+15.64%
2015-24.58%+7.21%
2014-7.45%+20.29%
2013-3.62%+11.49%
2012+4.44%+25.15%
2011+0.55%N/A

GUNR vs PDI Drawdown Comparison

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

The maximum drawdown for PDI was -46.44%, occurring on Mar 23, 2020. Recovery took 332 trading sessions.

The current GUNR drawdown is -5.71%. The current PDI drawdown is -7.37%.

RankGUNRPDI
#1-45.72%
Jul 24, 2014 - Jan 3, 2018
-46.44%
Feb 11, 2020 - Jun 7, 2021
#2-43.04%
Jan 2, 2020 - Dec 4, 2020
-27.13%
Jun 10, 2021 - Aug 22, 2024
#3-24.02%
Apr 18, 2022 - Sep 11, 2025
-17.80%
Oct 2, 2018 - Mar 13, 2019
#4-18.56%
May 21, 2018 - Dec 26, 2019
-15.70%
May 10, 2013 - Jan 21, 2014
#5-17.58%
Feb 27, 2012 - Jan 29, 2013
-14.43%
Mar 21, 2025 - Jul 10, 2025
#6-15.68%
Jan 29, 2013 - May 7, 2014
-10.95%
Oct 6, 2025 - Nov 19, 2025
#7-13.93%
Oct 28, 2011 - Jan 27, 2012
-9.10%
Oct 8, 2024 - Feb 25, 2025
#8-11.23%
Jun 2, 2021 - Oct 20, 2021
-8.77%
Jan 12, 2016 - Apr 22, 2016
#9-10.30%
Sep 22, 2011 - Oct 12, 2011
-8.41%
Oct 31, 2016 - Dec 2, 2016
#10-10.19%
Jan 26, 2018 - May 16, 2018
-8.10%
Jun 30, 2014 - Oct 5, 2015
#11-7.77%
Apr 13, 2026 - Jun 10, 2026
-6.32%
Jun 19, 2019 - Oct 4, 2019
#12-7.43%
Jan 14, 2021 - Feb 16, 2021
-5.92%
Aug 7, 2017 - Sep 22, 2017
#13-7.09%
Oct 20, 2021 - Dec 27, 2021
-4.82%
Oct 13, 2017 - Dec 8, 2017
#14-6.80%
Mar 2, 2026 - Apr 7, 2026
-4.80%
Mar 3, 2014 - Apr 10, 2014
#15-5.92%
Mar 12, 2021 - Apr 15, 2021
-4.79%
Mar 19, 2019 - May 30, 2019

Correlation

Correlation between GUNR and PDI is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (2011 - 2026)

GUNR vs PDI dividend yield comparison.

YearGUNRPDI
20260.37%8.02%
20252.81%14.94%
20243.39%14.43%
20233.55%14.74%
20224.12%17.84%
20213.61%10.21%
20202.79%10.01%
20193.25%9.45%
20183.27%10.78%
20172.00%8.81%
20161.73%14.79%
20154.50%18.70%
20142.80%13.43%
20132.03%11.93%
20121.03%6.57%
20110.54%0.00%

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