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JMST vs GUNR

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

5-Year PerformanceGUNR has outperformed JMST, delivering a return of +13.6% compared to +2.3%

JMST vs GUNR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JMST
$7.10B
Winner
GUNR
$7.20B
Expense Ratio
Winner
JMST
0.18%
GUNR
0.46%
Max Drawdown
Winner
JMST
2.41%
GUNR
49.68%
Sharpe Ratio
JMST
-2.07
Winner
GUNR
1.96
5Y Beta
Winner
JMST
0.00
GUNR
0.55
5Y Dividends CAGR
Winner
JMST
41.68%
GUNR
6.80%

JMST vs GUNR - Historical Returns

Returns include dividend reinvestment.

1M
JMST
+0.27%
Winner
GUNR
+10.33%
3M
JMST
+0.75%
Winner
GUNR
+5.16%
6M
JMST
+0.97%
Winner
GUNR
+6.81%
1Y
JMST
+2.50%
Winner
GUNR
+39.56%
5Y(CAGR)
JMST
+2.35%
Winner
GUNR
+13.64%
10Y(CAGR)
JMST
N/A
GUNR
+11.00%
Max(CAGR)
JMST
+2.14%
Winner
GUNR
+6.79%

JMST vs GUNR - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearJMSTGUNR
2026+1.48%+23.51%
2025+3.33%+29.00%
2024+3.33%-8.48%
2023+3.57%-0.79%
2022+0.09%+14.22%
2021+0.33%+23.80%
2020+2.00%+0.09%
2019+2.07%+18.20%
2018+0.70%-11.09%
2017N/A+17.38%
2016N/A+32.10%
2015N/A-24.58%
2014N/A-7.45%
2013N/A-3.62%
2012N/A+4.44%
2011N/A+0.55%

JMST vs GUNR Drawdown Comparison

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

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

The current JMST drawdown is -0.02%.

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

Correlation

Correlation between JMST and GUNR is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2011 - 2026)

JMST vs GUNR dividend yield comparison.

YearJMSTGUNR
20261.48%0.96%
20252.84%2.81%
20243.32%3.39%
20233.09%3.55%
20221.10%4.12%
20210.27%3.61%
20200.87%2.79%
20191.63%3.25%
20180.28%3.27%
20170.00%2.00%
20160.00%1.73%
20150.00%4.50%
20140.00%2.80%
20130.00%2.03%
20120.00%1.03%
20110.00%0.54%

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