Performance Comparison
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) | 1.89% | 6.77% | 1.53% | 3.06% | 2.51% | 5.67% | NA | 2.46% |
Data as of 07/25/2025, 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 | 07/25/2025 |
| 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 (%) | 1.45 | 6.77 | 1.53 | 3.06 | 2.51 | 5.67 | NA | 2.46 | 1.89 | 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 | 0.20 | -0.09 | 0.05 | 0.05 | NA | NA | 0.05 | 0.02 | -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 | 17.87 | 19.95 | 20.59 | 23.06 | NA | NA | 31.63 | 19.51 | 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 | 6.52 | 3.18 | 2.40 | 6.32 | 7.64 | 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 07/25/2025, 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