Goldman Sachs Global Real Estate Securities Fund (GARJX)
The investment seeks total return comprised of long-term growth of capital and dividend income. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in a portfolio of equity investments in issuers that are primarily engaged in or related to the real estate industry ("real estate industry companies") within and outside the U.S. It may also invest up to 20% of its net assets in issuers that are not real estate industry companies, or fixed income investments, such as government, corporate and bank debt obligations.
Fund Info
US38148U7349
Aug 30, 2015
$0
Mid-Cap
Blend
Expense Ratio
GARJX has a high expense ratio of 1.09%, indicating above-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Goldman Sachs Global Real Estate Securities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Goldman Sachs Global Real Estate Securities Fund (GARJX) returned -9.44% year-to-date (YTD) and -4.57% over the past 12 months.
GARJX
-9.44%
0.35%
-14.16%
-4.57%
1.78%
N/A
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
Monthly Returns
The table below presents the monthly returns of GARJX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.58% | 2.60% | -3.01% | -10.42% | 0.00% | -9.44% | |||||||
| 2024 | -4.18% | -0.21% | 3.28% | -6.82% | 4.39% | -0.16% | 6.20% | 5.84% | 2.24% | -5.06% | 2.41% | -7.07% | -0.41% |
| 2023 | 9.74% | -4.33% | -2.41% | 2.56% | -4.33% | 3.26% | 3.09% | -2.89% | -5.94% | -4.37% | 11.23% | 8.88% | 13.20% |
| 2022 | -6.02% | -3.04% | 3.94% | -5.87% | -4.63% | -7.80% | 7.64% | -6.91% | -12.53% | 1.88% | 7.25% | -5.26% | -28.87% |
| 2021 | -1.47% | 3.67% | 2.92% | 6.61% | 1.31% | 1.83% | 4.00% | 1.64% | -5.94% | 5.24% | -1.80% | 6.19% | 26.17% |
| 2020 | 0.36% | -7.98% | -20.71% | 7.15% | 1.61% | 2.68% | 4.43% | 2.12% | -2.74% | -2.80% | 10.18% | 2.71% | -6.59% |
| 2019 | 10.31% | -0.00% | 3.27% | -0.54% | -0.09% | 2.08% | 0.62% | 2.21% | 2.07% | 1.79% | -1.01% | -2.16% | 19.60% |
| 2018 | -0.00% | -6.38% | 3.17% | 1.17% | 1.35% | 1.56% | 0.66% | 0.56% | -1.43% | -4.11% | 3.89% | -5.49% | -5.50% |
| 2017 | 0.40% | 2.88% | -1.32% | 0.20% | 0.39% | 0.74% | 2.14% | -0.19% | -0.08% | -0.58% | 2.41% | 1.57% | 8.80% |
| 2016 | -5.55% | 0.61% | 9.65% | -0.92% | -0.28% | 3.29% | 4.72% | -2.43% | -0.97% | -6.22% | -2.60% | 1.07% | -0.68% |
| 2015 | 3.58% | 5.63% | -1.78% | 0.51% | 8.01% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of GARJX is 8, meaning it’s performing worse than 92% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Goldman Sachs Global Real Estate Securities Fund (GARJX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Goldman Sachs Global Real Estate Securities Fund provided a 2.56% dividend yield over the last twelve months, with an annual payout of $0.22 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.22 | $0.30 | $0.16 | $0.16 | $0.27 | $0.13 | $0.60 | $0.27 | $0.27 | $0.33 | $0.12 |
Dividend yield | 2.56% | 3.16% | 1.66% | 1.78% | 2.14% | 1.25% | 5.39% | 2.79% | 2.57% | 3.23% | 1.18% |
Monthly Dividends
The table displays the monthly dividend distributions for Goldman Sachs Global Real Estate Securities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | |||||||
| 2024 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.30 |
| 2023 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.16 |
| 2022 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.16 |
| 2021 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.14 | $0.27 |
| 2020 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.13 |
| 2019 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.44 | $0.60 |
| 2018 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.05 | $0.27 |
| 2017 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.12 | $0.27 |
| 2016 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.19 | $0.33 |
| 2015 | $0.12 | $0.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Goldman Sachs Global Real Estate Securities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Goldman Sachs Global Real Estate Securities Fund was 42.06%, occurring on Mar 23, 2020. Recovery took 271 trading sessions.
The current Goldman Sachs Global Real Estate Securities Fund drawdown is 27.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.06% | Feb 18, 2020 | 25 | Mar 23, 2020 | 271 | Apr 20, 2021 | 296 |
| -34.83% | Jan 3, 2022 | 458 | Oct 27, 2023 | — | — | — |
| -13.73% | Aug 2, 2016 | 79 | Nov 21, 2016 | 549 | Jan 30, 2019 | 628 |
| -12.19% | Nov 3, 2015 | 69 | Feb 11, 2016 | 24 | Mar 17, 2016 | 93 |
| -7.21% | Sep 3, 2021 | 19 | Sep 30, 2021 | 60 | Dec 27, 2021 | 79 |
Volatility
Volatility Chart
The current Goldman Sachs Global Real Estate Securities Fund volatility is 1.81%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.