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Goldman Sachs MLP & Energy R (GLERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.75+0.06 (+0.47%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.53%
5-year average return12.10%
Number of years up4
Number of years down2
Best 1-yr total return (27 Jun 2024)37.56%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return37.56%
Worst 3-yr total return-6.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGLERXCategory
YTD14.05%38.02%
1-month2.86%4.39%
3-month9.49%17.34%
1-year34.43%54.67%
3-year18.39%0.06%
5-year12.26%0.07%
10-year0.00%1.70%
Last bull market17.98%11.80%
Last bear market-9.72%-7.14%

Annual total return (%) history

Year
GLERXCategory
2024
N/AN/A
2023
14.42%N/A
2022
20.51%N/A
2021
37.56%N/A
2020
-17.76%-23.34%
2019
16.25%13.05%
2018
-15.61%-16.32%
2017
N/A-5.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.51%N/AN/AN/A
2023-0.47%4.61%4.61%5.06%
202220.45%-9.72%0.50%10.26%
202116.21%16.80%0.61%0.73%
2020-44.49%33.31%-8.59%21.60%
201921.27%-0.73%-3.76%0.33%
2018-11.77%13.65%1.90%-17.41%
20171.77%N/AN/AN/A

Rank in category (by total return)

YTD53
1-month49
3-month53
1-year44
3-year57
5-year23

Load adjusted returns

1-year34.43%
3-year18.39%
5-year12.26%
10-yearN/A