Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSREX (Goldman Sachs Real Estate Diversified Income Fund) | -3.69% | -2.52% | -4.44% | 1.66% | NA | NA | NA | 1.64% |
Data as of 07/25/2025, AR inception is 06/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSREX (Goldman Sachs Real Estate Diversified Income Fund) | 06/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | -2.52 | -4.44 | 1.66 | NA | NA | NA | 1.64 | -3.69 | -4.56 | -0.93 | -2.14 | 16.58 | 4.40 |
| Sharpe Ratio | NA | -1.07 | -1.09 | -0.06 | NA | NA | NA | -0.07 | -1.66 | -1.41 | -0.63 | -0.39 | 3.92 | 1.79 |
| Standard Deviation(%) | NA | 5.30 | 7.16 | 6.58 | NA | NA | NA | 6.53 | 5.74 | 5.79 | 7.35 | 9.22 | 4.23 | 4.23 |
| Draw Down(%) | NA | 6.24 | 18.14 | 18.14 | NA | NA | NA | 18.14 | 5.28 | 10.42 | 11.23 | 8.77 | 2.44 | 2.05 |
| Yield(%) | 0.00 | 6.41 | 5.19 | 5.89 | 3.03 | 2.02 | 1.52 | 6.07 | 1.68 | 7.30 | 5.38 | 5.38 | 6.55 | 4.07 |
Data as of 07/25/2025, AR inception is 06/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSREX (Goldman Sachs Real Estate Diversified Income Fund) |
-3.89%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSREX (Goldman Sachs Real Estate Diversified Income Fund) |
5.41%
Jul 2020 - Jul 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart