Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GRETX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND CLASS IR) | 0.17% | 2.15% | 0.20% | 2.53% | 2.88% | 6.16% | NA | 2.90% |
Data as of 07/30/2025, AR inception is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRETX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND CLASS IR) | 12/06/2007 | 07/30/2025 |
| 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 (%) | -2.30 | 2.15 | 0.20 | 2.53 | 2.88 | 6.16 | NA | 2.90 | 0.17 | 1.27 | 13.98 | -30.21 | 36.80 | -15.38 | 25.53 | -5.18 | 3.10 | 5.65 | 3.42 | 29.36 | 2.34 | 16.50 | 10.02 | 27.36 | 25.28 | -41.15 | -22.46 |
| Sharpe Ratio | NA | 0.22 | -0.07 | 0.09 | 0.07 | NA | NA | 0.06 | 0.03 | -0.32 | 0.49 | -1.24 | 2.21 | -0.35 | 1.92 | -0.39 | 0.10 | 0.33 | 0.20 | 2.66 | 0.15 | 1.21 | 0.34 | 0.99 | 0.40 | -0.56 | -1.22 |
| Standard Deviation(%) | NA | 17.94 | 19.99 | 20.55 | 23.01 | NA | NA | 31.63 | 19.61 | 16.80 | 20.20 | 25.49 | 16.67 | 44.09 | 12.53 | 16.86 | 26.15 | 16.50 | 16.59 | 11.04 | 15.04 | 13.73 | 29.74 | 27.45 | 63.70 | 74.33 | 82.32 |
| Draw Down(%) | NA | 17.19 | 25.57 | 35.67 | 43.02 | NA | NA | 73.36 | 15.06 | 14.52 | 18.44 | 33.57 | 7.38 | 43.02 | 6.09 | 13.93 | 17.20 | 14.64 | 15.20 | 7.15 | 17.04 | 9.30 | 22.40 | 16.01 | 40.91 | 65.36 | 26.17 |
| Yield(%) | 0.00 | 6.29 | 3.23 | 2.59 | 6.53 | 8.15 | 3.85 | 4.52 | 0.70 | 7.32 | 1.76 | 1.14 | 1.44 | 1.23 | 20.26 | 14.65 | 18.34 | 11.76 | 4.30 | 1.51 | 1.72 | 1.75 | 1.78 | 2.21 | 2.95 | 6.48 | 0.00 |
Data as of 07/30/2025, 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 |
|---|---|---|---|---|
| GRETX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND CLASS IR) |
-7.19%
Sep 2019 - Sep 2022 |
-1.87%
Apr 2019 - Apr 2024 |
2.36%
Jan 2015 - Jan 2025 |
3.42%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRETX (GOLDMAN SACHS REAL ESTATE SECURITIES FUND CLASS IR) |
40.96%
Mar 2009 - Mar 2012 |
28.02%
Feb 2009 - Feb 2014 |
17.24%
Feb 2009 - Feb 2019 |
11.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart