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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
GRERX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND CLASS R) 2.34% 3.98% 1.68% 3.19% 2.60% 5.88% NA 2.49%
Data as of 07/23/2025, AR inception is 12/06/2007
More Performance Analytics Comparison
Name Start Date End Date
GRERX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND CLASS R) 12/06/2007 07/23/2025
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
Annualized Return (%) 2.00 3.98 1.68 3.19 2.60 5.88 NA 2.49 2.34 0.53 13.25 -30.60 35.82 -15.96 24.81 -5.62 2.48 5.08 2.87 28.81 1.91 15.95 9.53 27.20 24.68 -41.51 -22.46
Sharpe Ratio NA -0.01 -0.04 0.04 0.04 NA NA 0.04 -0.11 -0.36 0.45 -1.26 2.13 -0.37 1.87 -0.41 0.07 0.29 0.17 2.62 0.12 1.17 0.32 0.99 0.39 -0.57 -1.22
Standard Deviation(%) NA 17.97 19.99 20.60 23.05 NA NA 31.65 19.73 16.86 20.20 25.49 16.77 44.09 12.54 16.92 26.49 16.52 16.64 10.99 15.08 13.76 29.73 27.45 63.57 74.31 82.28
Draw Down(%) NA 17.36 26.12 36.46 43.05 NA NA 73.57 15.14 14.73 18.73 33.85 7.43 43.05 6.17 13.94 17.43 14.74 15.45 7.15 17.16 9.39 22.42 16.04 41.01 65.41 26.17
Yield(%) 0.00 6.32 3.18 2.41 6.35 7.83 3.62 4.26 0.62 7.28 1.44 0.87 1.04 0.95 20.12 14.54 18.06 11.41 3.99 1.20 1.34 1.37 1.37 2.18 2.61 6.11 0.00
Data as of 07/23/2025, AR inception is 12/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GRERX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND CLASS R) -7.78%
Sep 2019 - Sep 2022
-2.50%
Apr 2019 - Apr 2024
1.77%
Jan 2015 - Jan 2025
2.90%
May 2008 - May 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GRERX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND CLASS R) 40.48%
Mar 2009 - Mar 2012
27.47%
Feb 2009 - Feb 2014
16.69%
Feb 2009 - Feb 2019
10.71%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart