Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCMRX (GOLDMAN SACHS MID CAP VALUE FUND CLASS R) | 5.48% | 11.32% | 10.33% | 13.36% | 8.35% | 9.86% | NA | 11.55% |
Data as of 07/25/2025, AR inception is 01/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCMRX (GOLDMAN SACHS MID CAP VALUE FUND CLASS R) | 01/06/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.45 | 11.32 | 10.33 | 13.36 | 8.35 | 9.86 | NA | 11.55 | 5.48 | 11.49 | 11.27 | -10.79 | 29.99 | 8.09 | 31.23 | -11.11 | 10.41 | 12.59 | -9.68 | 12.93 | 32.02 | 17.76 | -6.87 | 24.06 | 31.83 |
| Sharpe Ratio | NA | 0.43 | 0.39 | 0.63 | 0.35 | NA | NA | 0.51 | 0.32 | 0.59 | 0.49 | -0.52 | 1.89 | 0.20 | 2.62 | -0.87 | 1.11 | 0.85 | -0.62 | 1.06 | 2.55 | 1.26 | -0.25 | 1.08 | 1.07 |
| Standard Deviation(%) | NA | 19.04 | 17.75 | 18.23 | 19.66 | NA | NA | 19.99 | 21.88 | 13.37 | 15.78 | 23.78 | 15.86 | 39.54 | 11.35 | 14.38 | 8.83 | 14.63 | 15.62 | 12.22 | 12.56 | 14.19 | 27.73 | 22.26 | 30.13 |
| Draw Down(%) | NA | 21.58 | 21.58 | 21.58 | 42.63 | NA | NA | 42.63 | 19.45 | 8.41 | 15.06 | 20.24 | 6.86 | 42.63 | 5.22 | 19.60 | 4.40 | 14.17 | 15.41 | 10.44 | 6.17 | 10.74 | 25.83 | 18.05 | 23.73 |
| Yield(%) | 0.00 | 7.32 | 8.24 | 10.61 | 7.99 | 10.34 | 10.62 | 13.28 | 0.00 | 7.75 | 5.01 | 11.15 | 19.56 | 0.15 | 3.79 | 13.85 | 14.95 | 1.01 | 10.85 | 19.97 | 18.40 | 0.88 | 0.45 | 0.52 | 4.37 |
Data as of 07/25/2025, AR inception is 01/06/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCMRX (GOLDMAN SACHS MID CAP VALUE FUND CLASS R) |
-4.43%
Mar 2017 - Mar 2020 |
-2.06%
Mar 2015 - Mar 2020 |
5.54%
Mar 2010 - Mar 2020 |
8.62%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCMRX (GOLDMAN SACHS MID CAP VALUE FUND CLASS R) |
25.42%
Feb 2009 - Feb 2012 |
23.51%
Feb 2009 - Feb 2014 |
13.57%
Feb 2009 - Feb 2019 |
12.62%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart