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GIRAX: Goldman Sachs Intl Real Estate Sec A (MUTUAL FUND)
Basic Info
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/04/2006 |
Last Dividend Date: | 04/20/2022 |
12-Mo. Yield | 5.14% |
Expenses | 0.99% |
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Performance Analytics (As of 05/06/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -10.5 | -20.6 | -10.8 | -2.6 | -5.1 | -3.1 | -11.2 | 1.2 | -50.9 | 20.4 | -7.2 | 17.9 | -1.8 | -2.2 | 1.1 | 5.8 | 41.7 | -19.5 | 13.0 | 33.5 | -52.1 | -2.6 | 21.4 |
Sharpe Ratio | NA | -0.85 | -0.5 | -0.35 | -0.12 | NA | -0.14 | -2.02 | 0.1 | -0.72 | 2.26 | -0.81 | 2.21 | -0.12 | -0.17 | 0.11 | 0.42 | 2.37 | -0.81 | 0.67 | 1.09 | -1.15 | -0.26 | 7.28 |
Draw Down(%) | NA | 16.2 | 56.2 | 56.2 | 56.2 | NA | 71.7 | 11.3 | 12.4 | 56.2 | 5.6 | 12.7 | 4.7 | 12.9 | 13.5 | 10.2 | 16.7 | 9.2 | 26.7 | 17.7 | 35.0 | 63.2 | 18.0 | 1.9 |
Standard Deviation(%) | NA | 12.5 | 41.9 | 33.0 | 25.4 | NA | 26.5 | 14.6 | 12.0 | 70.9 | 8.4 | 10.5 | 7.9 | 16.7 | 13.5 | 9.5 | 13.9 | 17.8 | 24.0 | 19.4 | 30.7 | 46.1 | 22.0 | 8.0 |
Treynor Ratio | NA | -0.15 | -0.3 | -0.16 | -0.04 | NA | -0.04 | -0.46 | 0.02 | -0.74 | 0.23 | -0.1 | 0.2 | -0.02 | -0.03 | 0.01 | 0.07 | 0.47 | -0.24 | 0.16 | 0.4 | -0.53 | -0.06 | 0.98 |
Alpha | NA | -0.02 | -0.06 | -0.03 | -0.01 | NA | -0.01 | -0.03 | -0.03 | -0.19 | 0.01 | 0.0 | 0.02 | -0.01 | 0.0 | -0.01 | 0.01 | 0.02 | -0.03 | -0.02 | 0.01 | -0.01 | 0.02 | 0.16 |
Beta | NA | 0.7 | 0.71 | 0.72 | 0.78 | NA | 0.86 | 0.64 | 0.75 | 0.69 | 0.84 | 0.81 | 0.86 | 0.9 | 0.8 | 0.78 | 0.86 | 0.89 | 0.82 | 0.81 | 0.84 | 0.99 | 0.93 | 0.59 |
RSquared | NA | 0.62 | 0.19 | 0.21 | 0.34 | NA | 0.58 | 0.58 | 0.56 | 0.15 | 0.73 | 0.84 | 0.71 | 0.9 | 0.87 | 0.8 | 0.87 | 0.57 | 0.88 | 0.9 | 0.86 | 0.79 | 0.87 | 0.05 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2006
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