Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAOPX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS P SHARES) | 5.18% | 8.56% | 7.75% | 5.25% | NA | NA | NA | 5.41% |
Data as of 07/25/2025, AR inception is 04/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAOPX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO 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 (%) | 0.80 | 8.56 | 7.75 | 5.25 | NA | NA | NA | 5.41 | 5.18 | 8.61 | 12.49 | -13.82 | 8.02 | 11.19 | 15.70 | -6.02 |
| Sharpe Ratio | NA | 0.63 | 0.55 | 0.41 | NA | NA | NA | 0.39 | 0.67 | 0.74 | 1.36 | -1.51 | 1.27 | 0.74 | 2.93 | -1.57 |
| Standard Deviation(%) | NA | 8.61 | 7.91 | 7.88 | NA | NA | NA | 8.72 | 9.55 | 6.75 | 6.55 | 10.15 | 6.29 | 14.68 | 4.86 | 6.43 |
| Draw Down(%) | NA | 8.29 | 9.97 | 18.02 | NA | NA | NA | 18.96 | 8.24 | 3.53 | 6.21 | 17.89 | 3.47 | 18.96 | 2.06 | 8.51 |
| Yield(%) | 0.00 | 3.89 | 3.98 | 4.12 | 2.86 | 1.91 | 1.43 | 4.09 | 0.98 | 4.25 | 2.33 | 4.47 | 6.48 | 2.44 | 2.84 | 4.00 |
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 |
|---|---|---|---|---|
| GAOPX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS P SHARES) |
0.68%
Apr 2021 - Apr 2024 |
3.21%
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 |
|---|---|---|---|---|
| GAOPX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS P SHARES) |
11.59%
Dec 2018 - Dec 2021 |
7.00%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart