Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSREX (Goldman Sachs Real Estate Diversified Income Fund) | 2.74% | 1.75% | -1.09% | 0.07% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSREX (Goldman Sachs Real Estate Diversified Income Fund) | 06/02/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 1.75 | -1.09 | 0.07 | NA | NA | NA | … | … | 2.74 | -3.12 | -4.56 | -0.93 | -2.14 | 16.58 | 4.40 |
| Sharpe Ratio | NA | -0.19 | -0.69 | -0.35 | NA | NA | NA | … | … | 1.10 | -1.34 | -1.41 | -0.63 | -0.39 | 3.92 | 1.79 |
| Standard Deviation(%) | NA | 4.02 | 5.45 | 6.56 | NA | NA | NA | … | … | 4.59 | 4.51 | 5.79 | 7.35 | 9.22 | 4.23 | 4.23 |
| Draw Down(%) | NA | 3.20 | 11.16 | 18.14 | NA | NA | NA | … | … | 3.20 | 4.70 | 10.42 | 11.23 | 8.77 | 2.44 | 2.05 |
| Yield(%) | 0.00 | 5.23 | 5.70 | 5.51 | 3.46 | 2.30 | 1.73 | … | … | 0.00 | 6.72 | 7.30 | 5.38 | 5.38 | 6.55 | 4.07 |
Data as of 06/04/2026, Common starting date 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) |
-4.78%
Jul 2022 – Jul 2025 |
0.11%
Mar 2021 – Mar 2026 |
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 |
1.95%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart