Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GADGX (GOLDMAN SACHS ENHANCED DIVIDEND GLOBAL EQUITY PORTFOLIO CLASS A) | 7.42% | 13.03% | 12.94% | 11.20% | 7.93% | 7.41% | NA | 5.52% |
Data as of 07/25/2025, AR inception 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 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 13.03 | 12.94 | 11.20 | 7.93 | 7.41 | NA | 5.52 | 7.42 | 14.70 | 17.50 | -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 | 0.65 | 0.73 | 0.69 | 0.44 | NA | NA | 0.26 | 0.59 | 1.20 | 1.39 | -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 | 15.17 | 13.07 | 13.35 | 14.58 | NA | NA | 17.38 | 17.85 | 9.22 | 10.03 | 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 | 14.50 | 14.50 | 19.60 | 29.99 | NA | NA | 49.71 | 14.50 | 6.34 | 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 | 6.46 | 6.80 | 6.79 | 5.62 | 5.27 | 3.37 | 3.96 | 0.16 | 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 07/25/2025, AR inception 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 |
5.08%
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 |
9.79%
Feb 2009 - Feb 2019 |
9.31%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart