Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GABPX (GOLDMAN SACHS EQUITY INCOME FUND CLASS P SHARES) | 7.64% | 14.24% | 12.58% | 12.53% | NA | NA | NA | 10.31% |
Data as of 07/25/2025, AR inception is 04/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GABPX (GOLDMAN SACHS EQUITY INCOME FUND CLASS P SHARES) | 04/23/2018 | 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 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.34 | 14.24 | 12.58 | 12.53 | NA | NA | NA | 10.31 | 7.64 | 16.15 | 8.57 | -4.11 | 22.19 | 3.82 | 25.38 | -3.99 |
| Sharpe Ratio | NA | 0.70 | 0.66 | 0.73 | NA | NA | NA | 0.46 | 0.60 | 1.23 | 0.42 | -0.30 | 1.84 | 0.10 | 2.35 | -0.57 |
| Standard Deviation(%) | NA | 15.73 | 14.05 | 14.40 | NA | NA | NA | 17.79 | 18.38 | 10.20 | 11.85 | 18.58 | 12.04 | 34.06 | 10.18 | 12.56 |
| Draw Down(%) | NA | 14.66 | 14.66 | 15.70 | NA | NA | NA | 35.09 | 14.65 | 6.47 | 9.17 | 15.70 | 5.11 | 35.09 | 5.16 | 15.56 |
| Yield(%) | 0.00 | 9.25 | 6.99 | 7.28 | 4.64 | 3.09 | 2.32 | 6.63 | 0.30 | 10.56 | 5.06 | 5.00 | 9.32 | 1.82 | 6.86 | 2.46 |
Data as of 07/25/2025, AR inception is 04/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GABPX (GOLDMAN SACHS EQUITY INCOME FUND CLASS P SHARES) |
4.60%
Sep 2019 - Sep 2022 |
6.41%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GABPX (GOLDMAN SACHS EQUITY INCOME FUND CLASS P SHARES) |
16.73%
Dec 2018 - Dec 2021 |
15.09%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart