Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSRQX (Goldman Sachs Real Estate Diversified Income Fund) | -3.56% | -1.98% | -3.75% | 2.43% | NA | NA | NA | 2.41% |
Data as of 07/25/2025, AR inception is 06/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSRQX (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 (%) | 0.13 | -1.98 | -3.75 | 2.43 | NA | NA | NA | 2.41 | -3.56 | -3.69 | -0.07 | -1.56 | 17.58 | 4.87 |
| Sharpe Ratio | NA | -0.95 | -0.98 | 0.05 | NA | NA | NA | 0.05 | -1.58 | -1.25 | -0.51 | -0.32 | 3.75 | 1.97 |
| Standard Deviation(%) | NA | 5.45 | 7.25 | 6.69 | NA | NA | NA | 6.64 | 5.91 | 5.83 | 7.38 | 9.29 | 4.68 | 4.24 |
| Draw Down(%) | NA | 6.24 | 17.10 | 17.10 | NA | NA | NA | 17.10 | 5.37 | 10.28 | 10.72 | 8.82 | 2.31 | 1.78 |
| Yield(%) | 0.00 | 7.00 | 5.73 | 6.54 | 3.37 | 2.25 | 1.69 | 6.74 | 1.82 | 8.01 | 5.99 | 6.02 | 7.22 | 4.62 |
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 |
|---|---|---|---|---|
| GSRQX (Goldman Sachs Real Estate Diversified Income Fund) |
-3.25%
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 |
|---|---|---|---|---|
| GSRQX (Goldman Sachs Real Estate Diversified Income Fund) |
6.20%
Jul 2020 - Jul 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart