Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GREAX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND CLASS A) | 0.47% | 1.91% | 1.66% | 3.42% | 2.62% | 6.38% | 4.32% | 7.38% |
Data as of 07/21/2025, AR inception is 09/23/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GREAX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND CLASS A) | 09/23/1998 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 1.91 | 1.66 | 3.42 | 2.62 | 6.38 | 4.32 | 7.38 | 0.47 | 0.94 | 13.62 | -30.41 | 36.44 | -15.72 | 25.17 | -5.39 | 2.73 | 5.37 | 3.13 | 29.11 | 2.14 | 16.16 | 9.80 | 27.44 | 25.00 | -41.45 | -16.15 | 34.28 | 13.25 | 26.46 | 39.26 | 2.89 | 6.63 | 31.85 | -1.01 | -1.51 |
| Sharpe Ratio | NA | -0.02 | -0.03 | 0.05 | 0.05 | NA | NA | 0.21 | -0.14 | -0.34 | 0.47 | -1.25 | 2.12 | -0.36 | 1.90 | -0.40 | 0.08 | 0.31 | 0.19 | 2.64 | 0.14 | 1.18 | 0.33 | 1.00 | 0.39 | -0.57 | -0.74 | 2.13 | 0.65 | 1.52 | 3.17 | 0.11 | 0.31 | 2.30 | -0.39 | -0.45 |
| Standard Deviation(%) | NA | 17.91 | 19.97 | 20.64 | 23.05 | NA | NA | 27.06 | 19.58 | 16.80 | 20.18 | 25.48 | 17.18 | 44.14 | 12.48 | 16.87 | 26.29 | 16.50 | 16.65 | 11.04 | 15.08 | 13.81 | 29.77 | 27.49 | 63.68 | 74.30 | 25.85 | 14.62 | 16.96 | 16.76 | 12.16 | 15.97 | 14.33 | 12.09 | 10.98 | 18.55 |
| Draw Down(%) | NA | 17.27 | 25.84 | 36.03 | 43.04 | NA | NA | 74.50 | 15.16 | 14.57 | 18.56 | 33.67 | 7.41 | 43.04 | 6.16 | 13.99 | 17.30 | 14.67 | 15.33 | 7.17 | 17.11 | 9.26 | 22.38 | 15.97 | 41.01 | 65.41 | 28.84 | 8.88 | 11.11 | 17.28 | 6.61 | 20.36 | 15.20 | 8.31 | 20.09 | 15.72 |
| Yield(%) | 0.00 | 6.26 | 3.29 | 2.58 | 6.41 | 8.46 | 5.69 | 10.11 | 0.65 | 7.28 | 1.61 | 1.01 | 1.23 | 1.10 | 20.19 | 14.59 | 18.18 | 11.56 | 4.13 | 1.33 | 1.51 | 1.54 | 1.56 | 2.35 | 2.69 | 6.30 | 15.36 | 9.79 | 8.39 | 2.43 | 5.56 | 5.86 | 7.68 | 4.67 | 4.46 | 1.54 |
Data as of 07/21/2025, AR inception is 09/23/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GREAX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND CLASS A) |
-26.34%
Mar 2006 - Mar 2009 |
-10.06%
Mar 2004 - Mar 2009 |
2.07%
Jan 2015 - Jan 2025 |
2.57%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GREAX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND CLASS A) |
40.77%
Mar 2009 - Mar 2012 |
27.78%
Feb 2009 - Feb 2014 |
16.97%
Feb 2009 - Feb 2019 |
11.87%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart