Performance analysis of GER (Goldman Sachs MLP and Energy Renaissance Fund)
Annual Return
Over the past 3 years, GER has had an average annual return of +18.01%, outperforming the benchmark SPY, which returned +4.14% annual.
Over the past 5 years, GER has had an average annual return of +21.99%, outperforming the benchmark SPY, which returned +4.04% annual.
Over the past 10 years, GER has had an average annual return of -14.73%, underperforming the benchmark SPY, which returned +13.06% annual.
Since Sep 26, 2014, GER has had an average annual return of -21.81%, underperforming the benchmark SPY, which returned +11.64% annual.
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +26.98% | +31.40% | +43.96% | -79.02% | -0.61% | -27.79% | -13.60% | +32.73% | -60.89% | -28.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +7.49% | -1.43% | -1.66% | +0.85% | -1.47% | +22.77% | -0.09% | +26.98% | |||||
| 2022 | +10.85% | +3.79% | +3.52% | +2.31% | +7.48% | -14.92% | +15.19% | +5.07% | -9.87% | +14.17% | +1.04% | -6.30% | +31.40% |
| 2021 | +7.71% | +9.28% | +9.91% | +7.73% | +11.96% | -0.53% | -7.38% | +2.03% | +0.99% | +4.36% | -5.66% | -1.29% | +43.96% |
| 2020 | -9.53% | -22.27% | -76.38% | +31.58% | +2.40% | -10.55% | -5.90% | +3.25% | -17.08% | +0.81% | +30.38% | -1.03% | -79.02% |
| 2019 | +24.59% | -3.52% | +5.13% | +0.38% | -6.37% | +1.94% | +0.75% | -10.97% | +2.12% | -4.35% | -14.58% | +9.68% | -0.61% |
| 2018 | +10.57% | -8.06% | -7.93% | +8.01% | +6.24% | -6.54% | +8.16% | -1.10% | -1.52% | -12.73% | -5.37% | -17.31% | -27.79% |
| 2017 | +13.06% | +5.01% | -4.93% | -0.74% | -6.51% | -3.98% | +1.81% | -5.35% | +0.45% | -13.25% | -5.68% | +8.47% | -13.60% |
Drawdown analysis of GER (Goldman Sachs MLP and Energy Renaissance Fund)
The maximum drawdown for the GER was -96.55%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current GER drawdown is -88.61%.
Since Sep 26, 2014 GER has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.55% | Oct 17, 2014 | 1365 | Mar 23, 2020 | Ongoing | Ongoing | Ongoing |
| -4.99% | Sep 30, 2014 | 10 | Oct 14, 2014 | 3 | Oct 17, 2014 | 13 |