Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GADGX (GOLDMAN SACHS ENHANCED DIVIDEND GLOBAL EQUITY PORTFOLIO CLASS A) | 11.29% | 24.69% | 17.01% | 10.07% | 10.15% | 7.68% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GADGX (GOLDMAN SACHS ENHANCED DIVIDEND GLOBAL EQUITY PORTFOLIO CLASS A) | 05/02/2008 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 24.69 | 17.01 | 10.07 | 10.15 | 7.68 | NA | … | … | 11.29 | 15.75 | 14.41 | 17.78 | -12.02 | 18.16 | 7.99 | 19.52 | -8.62 | 15.16 | 9.90 | -2.79 | 2.98 | 13.37 | 9.06 | -5.63 | 12.58 | 25.74 | -32.94 |
| Sharpe Ratio | NA | 2.34 | 1.12 | 0.56 | 0.59 | NA | NA | … | … | 2.25 | 0.89 | 0.87 | 1.43 | -0.72 | 1.87 | 0.28 | 1.97 | -0.79 | 2.52 | 0.75 | -0.22 | 0.31 | 1.38 | 0.72 | -0.26 | 0.75 | 1.02 | -1.05 |
| Standard Deviation(%) | NA | 9.56 | 12.51 | 13.53 | 14.38 | NA | NA | … | … | 11.65 | 14.52 | 12.36 | 9.99 | 18.71 | 9.71 | 27.63 | 9.17 | 12.65 | 5.79 | 12.95 | 12.94 | 9.47 | 9.63 | 12.57 | 22.07 | 16.73 | 25.22 | 43.74 |
| Draw Down(%) | NA | 7.35 | 17.18 | 19.60 | 29.99 | NA | NA | … | … | 7.35 | 14.50 | 7.31 | 8.47 | 19.60 | 3.75 | 29.99 | 5.40 | 16.54 | 1.96 | 11.92 | 13.76 | 8.50 | 6.24 | 12.02 | 20.33 | 13.28 | 26.53 | 44.34 |
| Yield(%) | 0.00 | 6.11 | 6.39 | 6.41 | 6.33 | 5.13 | 3.79 | … | … | 0.00 | 6.47 | 7.64 | 4.59 | 7.94 | 8.92 | 1.75 | 5.15 | 4.73 | 3.82 | 2.95 | 5.43 | 4.07 | 0.00 | 0.00 | 0.00 | 0.38 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GADGX (GOLDMAN SACHS ENHANCED DIVIDEND GLOBAL EQUITY PORTFOLIO CLASS A) |
-1.70%
Mar 2017 – Mar 2020 |
0.64%
Mar 2015 – Mar 2020 |
3.26%
Mar 2010 – Mar 2020 |
5.03%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GADGX (GOLDMAN SACHS ENHANCED DIVIDEND GLOBAL EQUITY PORTFOLIO CLASS A) |
20.97%
Feb 2009 – Feb 2012 |
15.08%
Feb 2009 – Feb 2014 |
10.34%
Feb 2016 – Feb 2026 |
9.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart