Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLERX (GOLDMAN SACHS MLP & ENERGY FUND CLASS R SHARES) | 24.58% | 27.54% | 27.58% | 20.54% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLERX (GOLDMAN SACHS MLP & ENERGY FUND CLASS R SHARES) | 10/06/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | 27.54 | 27.58 | 20.54 | NA | NA | NA | … | … | 24.58 | -4.86 | 40.29 | 14.56 | 20.54 | 37.49 | -17.76 | 16.25 | -15.61 | 1.44 |
| Sharpe Ratio | NA | 1.52 | 1.46 | 0.92 | NA | NA | NA | … | … | 3.43 | -0.37 | 2.59 | 0.68 | 0.69 | 1.77 | -0.34 | 0.97 | -0.87 | 0.35 |
| Standard Deviation(%) | NA | 14.56 | 16.73 | 19.98 | NA | NA | NA | … | … | 16.35 | 21.01 | 14.15 | 16.28 | 27.76 | 21.22 | 52.38 | 15.26 | 19.57 | 15.75 |
| Draw Down(%) | NA | 7.31 | 17.10 | 20.56 | NA | NA | NA | … | … | 6.86 | 17.10 | 9.79 | 10.85 | 20.56 | 13.37 | 57.10 | 14.65 | 24.59 | 8.23 |
| Yield(%) | 0.00 | 8.86 | 13.08 | 11.13 | 6.53 | 4.36 | 3.27 | … | … | 0.00 | 8.92 | 17.12 | 10.48 | 6.69 | 10.16 | 2.83 | 4.76 | 2.38 | 0.61 |
Data as of 06/04/2026, Common starting date is 10/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLERX (GOLDMAN SACHS MLP & ENERGY FUND CLASS R SHARES) |
-6.91%
Dec 2017 – Dec 2020 |
5.30%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLERX (GOLDMAN SACHS MLP & ENERGY FUND CLASS R SHARES) |
34.70%
Mar 2020 – Mar 2023 |
33.08%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart