Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCMAX (GOLDMAN SACHS MID CAP VALUE FUND CLASS A) | -0.22% | 7.34% | 4.72% | 6.18% | 3.83% | 7.42% | 6.14% | 7.67% |
Data as of 06/20/2025, AR inception is 08/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCMAX (GOLDMAN SACHS MID CAP VALUE FUND CLASS A) | 08/27/1997 | 06/20/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 7.34 | 4.72 | 6.18 | 3.83 | 7.42 | 6.14 | 7.67 | -0.22 | 4.52 | 7.02 | -20.77 | 11.20 | 8.36 | 31.56 | -10.88 | 10.66 | 12.85 | -9.42 | 13.22 | 32.34 | 18.03 | -6.61 | 24.36 | 32.68 | -36.75 | 2.91 | 15.60 | 12.97 | 25.45 | 27.49 | -5.01 | 11.93 | 30.84 | -0.70 | -5.86 | 0.91 |
| Sharpe Ratio | NA | 0.21 | 0.11 | 0.20 | 0.12 | NA | NA | 0.30 | -0.15 | -0.14 | 0.18 | -0.84 | 0.49 | 0.20 | 2.66 | -0.83 | 1.14 | 0.86 | -0.61 | 1.08 | 2.57 | 1.27 | -0.24 | 1.09 | 1.08 | -0.95 | 0.00 | 1.13 | 0.71 | 2.14 | 1.94 | -0.30 | 0.61 | 1.66 | -0.31 | -0.54 | -0.05 |
| Standard Deviation(%) | NA | 19.05 | 19.08 | 20.45 | 20.69 | NA | NA | 19.93 | 23.27 | 15.08 | 15.70 | 26.34 | 23.02 | 39.55 | 11.36 | 14.72 | 8.84 | 14.67 | 15.62 | 12.21 | 12.55 | 14.23 | 27.74 | 22.25 | 30.08 | 39.50 | 17.05 | 10.92 | 15.28 | 11.43 | 13.78 | 20.70 | 16.09 | 16.13 | 12.54 | 17.14 | 16.63 |
| Draw Down(%) | NA | 21.52 | 22.91 | 36.52 | 42.62 | NA | NA | 55.56 | 19.40 | 14.34 | 15.01 | 22.62 | 18.66 | 42.62 | 5.19 | 19.52 | 4.39 | 14.18 | 15.34 | 10.42 | 6.14 | 10.72 | 25.77 | 18.00 | 25.16 | 50.65 | 14.57 | 9.38 | 7.25 | 7.34 | 12.32 | 23.91 | 15.25 | 13.09 | 21.45 | 32.55 | 8.55 |
| Yield(%) | 0.00 | 7.30 | 2.94 | 2.23 | 4.53 | 7.80 | 6.38 | 8.54 | 0.00 | 7.60 | 0.62 | 0.42 | 0.30 | 0.39 | 3.94 | 13.69 | 14.79 | 1.15 | 10.78 | 19.72 | 18.34 | 0.99 | 0.46 | 0.46 | 1.24 | 0.84 | 11.40 | 5.19 | 7.68 | 8.59 | 0.74 | 2.60 | 3.61 | 0.00 | 9.68 | 4.47 | 12.02 |
Data as of 06/20/2025, AR inception is 08/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCMAX (GOLDMAN SACHS MID CAP VALUE FUND CLASS A) |
-15.09%
Feb 2006 - Feb 2009 |
-3.20%
Feb 2004 - Feb 2009 |
3.46%
Apr 2015 - Apr 2025 |
4.89%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCMAX (GOLDMAN SACHS MID CAP VALUE FUND CLASS A) |
26.19%
Feb 2009 - Feb 2012 |
24.08%
Feb 2009 - Feb 2014 |
13.98%
Feb 2009 - Feb 2019 |
12.59%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison Chart