Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GER (Goldman Sachs MLP & Energy) | NA | 61.98% | 43.04% | -16.40% | NA | NA | NA | -22.26% |
Data as of 07/07/2023, AR inception is 09/26/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GER (Goldman Sachs MLP & Energy) | 09/26/2014 | 07/07/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | 61.98 | 43.04 | -16.40 | NA | NA | NA | -22.26 | 32.83 | 39.01 | 46.28 | -79.43 | -2.68 | -29.43 | -15.33 | 29.73 | -61.87 | -29.19 |
| Sharpe Ratio | NA | 2.03 | 1.43 | -0.35 | NA | NA | NA | -0.47 | 2.40 | 1.20 | 1.92 | -0.84 | -0.15 | -0.99 | -0.63 | 0.59 | -1.49 | -1.86 |
| Standard Deviation(%) | NA | 28.79 | 29.23 | 49.49 | NA | NA | NA | 45.26 | 29.33 | 31.40 | 24.08 | 94.45 | 27.40 | 31.10 | 25.61 | 49.60 | 41.62 | 39.43 |
| Draw Down(%) | NA | 16.11 | 22.86 | 90.21 | NA | NA | NA | 96.46 | 11.14 | 21.92 | 20.68 | 85.72 | 35.34 | 45.17 | 40.05 | 39.46 | 69.96 | 36.49 |
| Yield(%) | 0.00 | 7.49 | 9.72 | 1.66 | 0.44 | 0.29 | 0.22 | 0.55 | 3.68 | 6.66 | 8.54 | 1.58 | 4.72 | 1.11 | 0.97 | 1.27 | 1.00 | 0.18 |
Data as of 07/07/2023, AR inception is 09/26/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GER (Goldman Sachs MLP & Energy) |
-54.56%
Mar 2017 - Mar 2020 |
-43.78%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GER (Goldman Sachs MLP & Energy) |
40.97%
Jun 2020 - Jun 2023 |
-16.20%
Jun 2018 - Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart