Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GREIX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND INSTITUTIONAL) | 0.93% | 2.55% | 1.98% | 3.64% | 3.10% | 6.60% | 4.76% | 7.88% |
Data as of 07/22/2025, AR inception is 09/23/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GREIX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND INSTITUTIONAL) | 09/23/1998 | 07/22/2025 |
| 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 (%) | 1.35 | 2.55 | 1.98 | 3.64 | 3.10 | 6.60 | 4.76 | 7.88 | 0.93 | 1.55 | 14.11 | -30.00 | 37.20 | -15.04 | 25.71 | -5.03 | 3.29 | 5.81 | 3.54 | 29.50 | 2.55 | 16.65 | 10.35 | 28.07 | 25.18 | -41.10 | -15.81 | 34.82 | 13.72 | 26.93 | 39.91 | 3.31 | 7.05 | 32.46 | -0.64 | -1.34 |
| Sharpe Ratio | NA | 0.00 | -0.01 | 0.08 | 0.07 | NA | NA | 0.23 | -0.12 | -0.30 | 0.50 | -1.24 | 2.24 | -0.35 | 1.94 | -0.38 | 0.10 | 0.34 | 0.21 | 2.68 | 0.17 | 1.21 | 0.35 | 1.02 | 0.39 | -0.56 | -0.73 | 2.17 | 0.68 | 1.55 | 3.21 | 0.13 | 0.33 | 2.38 | -0.35 | -0.41 |
| Standard Deviation(%) | NA | 17.88 | 19.90 | 20.48 | 22.90 | NA | NA | 27.01 | 19.55 | 16.74 | 20.06 | 25.45 | 16.60 | 43.96 | 12.51 | 16.88 | 25.74 | 16.51 | 16.66 | 11.01 | 15.09 | 13.80 | 29.67 | 27.50 | 63.52 | 74.35 | 25.85 | 14.62 | 17.06 | 16.75 | 12.22 | 16.35 | 14.37 | 11.94 | 10.95 | 18.72 |
| Draw Down(%) | NA | 17.17 | 25.40 | 35.35 | 42.98 | NA | NA | 74.21 | 15.13 | 14.33 | 18.43 | 33.50 | 7.37 | 42.98 | 6.06 | 13.93 | 16.90 | 14.56 | 15.11 | 7.15 | 17.02 | 9.27 | 22.31 | 15.87 | 40.93 | 65.31 | 28.60 | 8.86 | 11.08 | 17.23 | 6.51 | 20.23 | 15.16 | 8.20 | 19.88 | 15.67 |
| Yield(%) | 0.00 | 6.07 | 3.30 | 2.68 | 6.49 | 8.43 | 5.87 | 10.61 | 0.69 | 7.12 | 1.77 | 1.18 | 1.49 | 1.30 | 19.95 | 14.45 | 18.16 | 11.74 | 4.35 | 1.57 | 1.80 | 1.85 | 1.85 | 2.68 | 2.93 | 6.55 | 15.58 | 10.08 | 8.77 | 2.85 | 5.99 | 6.27 | 8.07 | 5.11 | 4.81 | 1.60 |
Data as of 07/22/2025, 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 |
|---|---|---|---|---|
| GREIX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND INSTITUTIONAL) |
-25.99%
Mar 2006 - Mar 2009 |
-9.66%
Mar 2004 - Mar 2009 |
2.56%
Jan 2015 - Jan 2025 |
3.03%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GREIX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND INSTITUTIONAL) |
41.32%
Mar 2009 - Mar 2012 |
28.29%
Feb 2009 - Feb 2014 |
17.44%
Feb 2009 - Feb 2019 |
12.33%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart