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Lagging#92 of 115 by 1M spread

Natural Resources vs the S&P 500 (CSNR): is it outperforming?

Over the past month, CSNR has underperformed the S&P 500 by 6.7 points. Here is where that puts it in the sector rotation — updated daily.

1M spread vs SPY
−6.7 pts
Quadrant
Lagging
Momentum
Strong
RS health
Broken
Holdings P/E

Where CSNR sits on the rotation map

Natural Resources highlighted against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window — the methodology explains the math.

CSNR vs SPY: head-to-head returns

CSNR (natural resources) and SPY (the S&P 500) side by side over every window Zensei tracks. The spread is the difference — positive means CSNR won that window.

Window
CSNR
SPY
Spread
1 week+1.2%−0.3%+1.5 pts
2 weeks+1.8%+2.8%−1.0 pts
1 month−5.5%+1.2%−6.7 pts
3 months−9.4%+9.5%−18.8 pts
6 months+5.4%+8.5%−3.1 pts
1 year+28.1%+21.4%+6.7 pts

Data as of 2026-07-13 · computed from daily adjusted closes · how we measure

The read

Natural Resources (CSNR) is out of favor: it trails the S&P 500 on both rotation windows — 6.7 points behind over the past month and 12.2 points behind over the longer, time-shifted window. That is the lagging quadrant. Ranked by one-month spread, it currently stands #92 of the 115 groups Zensei tracks.

On the shorter tape, CSNR's momentum reads strong: the recent hourly trend is positive across every lookback Zensei measures. CSNR's relative-strength line has broken below its long-term average — the long-term outperformance trend is no longer intact. That tension — a firm short-term tape against a damaged longer trend — is usually resolved within a few weeks, one way or the other.

The thing to watch from here is the one-month spread: laggards only become interesting when the recent window turns positive first — until then, the market is voting elsewhere.

Natural Resources vs the market — common questions

Is natural resources outperforming the S&P 500?

Right now, no: over the past month CSNR has underperformed the S&P 500 by 6.7 points. This page updates daily, so the answer reflects current market data rather than a dated article.

What is CSNR?

CSNR is Mission Timber & Natural Resources ETF, the fund Zensei uses to measure the natural resources group against the S&P 500 benchmark (SPY).

What quadrant is natural resources in right now?

As of the latest daily data, natural resources is in the lagging quadrant — trailing the S&P 500 on both windows. The quadrant rules are documented on the Zensei methodology page.

Related sectors

Track natural resources against the whole market

Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.