Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GCMTX (GOLDMAN SACHS MID CAP VALUE FUND CLASS IR) | 15.09% | 26.93% | 16.83% | 3.35% | 7.83% | 8.25% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCMTX (GOLDMAN SACHS MID CAP VALUE FUND CLASS IR) | 12/06/2007 | 06/04/2026 |
| 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.52 | 26.93 | 16.83 | 3.35 | 7.83 | 8.25 | NA | … | … | 15.09 | 9.68 | 12.02 | 11.85 | -20.88 | 10.98 | 8.65 | 31.89 | -10.67 | 10.96 | 13.14 | -9.21 | 13.51 | 32.68 | 18.34 | -6.37 | 24.68 | 32.95 | -36.59 | -12.66 |
| Sharpe Ratio | NA | 1.44 | 0.80 | 0.01 | 0.29 | NA | NA | … | … | 1.66 | 0.37 | 0.63 | 0.52 | -0.84 | 0.47 | 0.21 | 2.68 | -0.82 | 1.17 | 0.88 | -0.59 | 1.10 | 2.60 | 1.30 | -0.23 | 1.10 | 1.09 | -0.95 | -1.74 |
| Standard Deviation(%) | NA | 14.16 | 15.84 | 19.98 | 20.49 | NA | NA | … | … | 16.32 | 18.51 | 13.37 | 15.78 | 26.51 | 23.31 | 39.50 | 11.36 | 14.73 | 8.82 | 14.64 | 15.62 | 12.21 | 12.55 | 14.23 | 27.74 | 22.26 | 30.07 | 39.54 | 52.00 |
| Draw Down(%) | NA | 9.15 | 21.45 | 36.73 | 42.58 | NA | NA | … | … | 9.15 | 19.34 | 8.39 | 14.95 | 22.75 | 18.98 | 42.58 | 5.20 | 19.51 | 4.34 | 14.15 | 15.25 | 10.41 | 6.13 | 10.66 | 25.68 | 17.95 | 25.14 | 50.61 | 16.14 |
| Yield(%) | 0.00 | 14.84 | 10.22 | 4.70 | 6.55 | 7.96 | 5.55 | … | … | 0.00 | 14.81 | 8.18 | 5.44 | 0.68 | 0.59 | 0.65 | 4.39 | 14.23 | 15.22 | 1.56 | 11.19 | 20.44 | 18.87 | 1.31 | 0.82 | 0.85 | 1.68 | 1.08 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCMTX (GOLDMAN SACHS MID CAP VALUE FUND CLASS IR) |
-4.65%
Apr 2021 – Apr 2024 |
-1.56%
Mar 2015 – Mar 2020 |
3.79%
Oct 2013 – Oct 2023 |
5.10%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCMTX (GOLDMAN SACHS MID CAP VALUE FUND CLASS IR) |
26.52%
Feb 2009 – Feb 2012 |
24.40%
Feb 2009 – Feb 2014 |
14.27%
Feb 2009 – Feb 2019 |
11.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart