Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XGERX (Goldman Sachs MLP and Energy Renaissance Fund) | NA | 19.76% | 28.15% | -20.17% | NA | NA | NA | 4.60% |
Data as of 07/10/2023, AR inception is 09/29/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XGERX (Goldman Sachs MLP and Energy Renaissance Fund) | 09/29/2014 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 19.76 | 28.15 | -20.17 | NA | NA | NA | 4.60 | -0.69 | 22.82 | 1,022.93 | -76.43 | -1.88 | -26.23 | -19.00 | 36.29 | -59.88 | -21.79 |
| Sharpe Ratio | NA | 0.40 | 0.18 | -0.15 | NA | NA | NA | -0.02 | -0.34 | 0.72 | 14.57 | -0.88 | -0.11 | -0.81 | -0.77 | 0.74 | -1.46 | -1.51 |
| Standard Deviation(%) | NA | 24.21 | 34.67 | 202.14 | NA | NA | NA | 171.71 | 17.53 | 30.08 | 275.33 | 87.45 | 28.87 | 34.18 | 25.65 | 48.62 | 40.99 | 40.66 |
| Draw Down(%) | NA | 17.17 | 41.73 | 92.74 | NA | NA | NA | 92.74 | 11.67 | 21.26 | 14.93 | 88.96 | 37.75 | 42.82 | 38.08 | 37.52 | 67.22 | 31.41 |
| Yield(%) | 0.00 | 6.01 | 8.12 | 1.05 | 3.33 | 2.22 | 1.67 | 4.17 | 2.95 | 5.46 | 6.57 | 1.46 | 0.74 | 9.50 | 8.00 | 10.87 | 8.86 | 1.68 |
Data as of 07/10/2023, AR inception is 09/29/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XGERX (Goldman Sachs MLP and Energy Renaissance Fund) |
-39.86%
Aug 2018 - Aug 2021 |
-20.50%
May 2018 - May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XGERX (Goldman Sachs MLP and Energy Renaissance Fund) |
139.11%
Jan 2016 - Jan 2019 |
32.52%
Dec 2014 - Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart