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UNG vs BGR

Comparison between United States Natural Gas Fund (UNG, ETF) and Blackrock Energy & Resources Trust (BGR, ETF).

5-Year PerformanceBGR has outperformed UNG, delivering a return of +21.5% compared to -29.8%

UNG vs BGR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
UNG
$468M
BGR
$466M
Expense Ratio
UNG
1.17%
BGR
N/A
Max Drawdown
UNG
99.88%
Winner
BGR
87.71%
Sharpe Ratio
UNG
-0.00
Winner
BGR
1.37
5Y Beta
Winner
UNG
-0.09
BGR
0.38
5Y Dividends CAGR
UNG
N/A
BGR
21.46%

UNG vs BGR - Historical Returns

Returns include dividend reinvestment.

1M
UNG
+3.17%
Winner
BGR
+4.81%
3M
UNG
-6.71%
Winner
BGR
+10.35%
6M
UNG
-9.46%
Winner
BGR
+10.93%
1Y
UNG
-14.44%
Winner
BGR
+35.36%
5Y(CAGR)
UNG
-29.84%
Winner
BGR
+21.53%
10Y(CAGR)
UNG
-22.64%
Winner
BGR
+9.02%
Max(CAGR)
UNG
-28.28%
Winner
BGR
+6.44%

UNG vs BGR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearUNGBGR
2026-13.52%+27.52%
2025-27.92%+15.82%
2024-19.03%+6.81%
2023-60.33%+8.65%
2022+10.42%+35.34%
2021+32.17%+40.63%
2020-44.14%-36.99%
2019-31.16%+19.20%
2018+2.79%-22.52%
2017-30.10%+3.74%
2016+9.50%+22.24%
2015-42.05%-33.12%
2014-29.43%-7.63%
2013+13.43%+18.24%
2012-26.97%+0.04%
2011-48.81%-9.68%
2010-43.69%+16.48%
2009-59.37%+67.69%
2008-39.42%-48.37%
2007-28.60%+30.98%
2006N/A+15.81%
2005N/A+11.02%
2004N/A+0.12%

UNG vs BGR Drawdown Comparison

The maximum drawdown for UNG was -99.88%, occurring on Aug 6, 2026. This drawdown has not yet recovered.

The maximum drawdown for BGR was -72.81%, occurring on Mar 18, 2020. Recovery took 2437 trading sessions.

The current UNG drawdown is -99.87%. The current BGR drawdown is -3.44%.

RankUNGBGR
#1-99.88%
Jul 1, 2008 - Aug 6, 2026
-72.81%
Jul 24, 2014 - Apr 1, 2024
#2-36.72%
May 17, 2007 - Apr 28, 2008
-69.70%
Jul 1, 2008 - Feb 25, 2011
#3-6.30%
Apr 28, 2008 - May 7, 2008
-31.48%
Apr 5, 2011 - Dec 26, 2013
#4-5.82%
May 9, 2008 - May 21, 2008
-20.56%
Jul 17, 2007 - Dec 26, 2007
#5-4.77%
May 28, 2008 - Jun 3, 2008
-18.26%
Feb 19, 2025 - Jun 20, 2025
#6-4.29%
Jun 18, 2008 - Jun 30, 2008
-14.48%
Mar 27, 2026 - Aug 14, 2026
#7-3.46%
May 3, 2007 - May 14, 2007
-14.27%
Jan 3, 2008 - Feb 26, 2008
#8-2.42%
Apr 18, 2007 - Apr 23, 2007
-12.37%
Oct 3, 2005 - Jan 10, 2006
#9-2.23%
Apr 25, 2007 - Apr 27, 2007
-12.12%
Mar 4, 2005 - Jul 5, 2005
#10-1.91%
Jun 6, 2008 - Jun 12, 2008
-11.34%
Feb 28, 2008 - Apr 8, 2008
#11-1.61%
Apr 27, 2007 - May 3, 2007
-9.69%
Jan 7, 2014 - Apr 9, 2014
#12-1.30%
Jun 12, 2008 - Jun 16, 2008
-9.38%
May 10, 2006 - Oct 19, 2006
#13-1.17%
May 14, 2007 - May 17, 2007
-8.60%
Nov 26, 2024 - Feb 11, 2025
#14-1.15%
May 23, 2008 - May 28, 2008
-7.67%
Aug 26, 2024 - Oct 3, 2024
#15-0.61%
May 21, 2008 - May 23, 2008
-7.45%
Jan 30, 2006 - Apr 19, 2006

Correlation

Correlation between UNG and BGR is -0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.26
-101

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