---
title: Commodities Are Rocking
description: Contrarian value investors at Goehring & Rozencwajg, specialists in commodity and natural resource investing, share statistics on recent performance of the S&P 500 and commodities markets.
---

[G&R Blog](https://blog.gorozen.com/blog)

# [Commodities Are Rocking](https://blog.gorozen.com/blog/commodities-are-rocking)

 Written by [Goehring & Rozencwajg Team](https://blog.gorozen.com/blog/author/goehring-rozencwajg-team) | August 2, 2018

## **Did you know? **

- Over the last year, the S&P500 is up 14.37% while the S&P GSCI is up 30.04%1
- Commodities is only an 8.9% weighting in the S&P5001
- Energy is one of the best performing sectors in the S&P500 up 19.87% over the last year1
- Commodities have never been cheaper relative to the S&P5001

 

If you are looking for ways to incorporate commodities/natural resources into your portfolios, schedule time to talk with our team.

 

We can share how the contrarian value process utilized by G&R since 1992 has generated returns that beat the S&P500 with less than half the correlation2.

 

1Source: Bloomberg. Data as of 6/30/18

2Source: Goehring & Rozencwajg. Time period: 1/1/92 – 6/30/18. Returns: G&R (net) 9.89% vs S&P500 9.53%, Correlation 0.49

 

  

 

 

[View full post](https://blog.gorozen.com/blog/commodities-are-rocking)

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