De-Fracking a Hard Asset: Natural-Gas Related ETPs

Posted on 08/13/2012

How bad has the slide in Natural Gas prices been? Well, on the one hand, Natural Gas Spot Prices (NG/) have outperformed American International Group (AIG) since the mid-point of 2008.  Then again, on the other hand AIG was down 94% and some of the Natural Gas-related ETFs underperformed AIG over the same period.  From June 30th, 2008 Natural Gas prices are down 76% (Continuous Commodity Index (UV/Y) was -5% over the same period), and are only a few months removed from their lowest levels in 13 years.

While a lot of people were elsewhere, there has been a great deal of "product" come out of the exchange-traded industry.  While we are not saying that Natural Gas is an established leader, it is deserving of the great deal of interest it has attracted in recent weeks from our client base.  Demand appears to be returning, and is doing so with prices of most Gas-related securities still very depressed relative to where they were a few years hence.  In addition to the interest from our clients, so too has come a great deal of questions regarding all of the different investment options available.  Which invest in Natural Gas prices and which invest in Natural Price companies? Which generate a k-1, and which don't?  We thought it timely to go through the motions of aggregating all of the Natural Gas-related product now available, as a reference tool if nothing else.  The two tables below show exchange-traded products that are commodity-based, for both single beta and inverse/leveraged products.

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Symbol Performance
SILJ 133.531%
GLDX 90.566%
SLVP 83.452%
SIL 78.768%
RING 75.365%
GDXJ 74.857%
SGDM 70.778%
GDX 63.776%
PSAU 63.404%
EPU 44.698%
XME 39.130%
Sector Symbol Performance
Basic Materials SILJ 133.531%
Energy KOL 23.200%
Utilities FIW 14.746%
Telecommunications LTL 14.487%
Consumer Noncyclical PSCC 14.281%
Industrial EVX 10.185%
Financial SDY 10.154%
Healthcare IHI 6.695%
Technology PSCT 5.084%
Financial Services FREL 3.601%
Consumer Cyclical BJK 2.332%

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