Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GFVSX (GOLDMAN SACHS FOCUSED VALUE FUND INSTITUTIONAL SHARES) | 4.15% | 13.07% | 15.13% | 14.83% | NA | NA | NA | 11.28% |
Data as of 07/25/2025, AR inception is 08/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GFVSX (GOLDMAN SACHS FOCUSED VALUE FUND INSTITUTIONAL SHARES) | 08/06/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.13 | 13.07 | 15.13 | 14.83 | NA | NA | NA | 11.28 | 4.15 | 19.08 | 14.88 | -6.11 | 24.86 | 9.84 | 28.98 | -9.36 | 12.91 | 14.97 | -6.00 |
| Sharpe Ratio | NA | 0.58 | 0.76 | 0.81 | NA | NA | NA | 0.48 | 0.23 | 1.31 | 0.87 | -0.37 | 1.88 | 0.27 | 2.32 | -0.65 | 1.34 | 0.99 | -0.68 |
| Standard Deviation(%) | NA | 16.95 | 15.38 | 15.85 | NA | NA | NA | 18.16 | 19.54 | 11.83 | 12.96 | 20.72 | 13.21 | 35.48 | 11.88 | 16.61 | 9.22 | 14.87 | 20.99 |
| Draw Down(%) | NA | 17.22 | 17.22 | 18.92 | NA | NA | NA | 36.07 | 17.22 | 5.54 | 11.77 | 18.92 | 6.60 | 36.07 | 6.28 | 19.39 | 4.38 | 12.49 | 13.15 |
| Yield(%) | 0.00 | 9.47 | 7.84 | 7.91 | 6.31 | 4.20 | 3.15 | 7.01 | 0.00 | 10.37 | 1.83 | 9.04 | 7.78 | 2.09 | 2.03 | 5.59 | 9.27 | 1.54 | 0.49 |
Data as of 07/25/2025, AR inception is 08/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFVSX (GOLDMAN SACHS FOCUSED VALUE FUND INSTITUTIONAL SHARES) |
-1.37%
Mar 2017 - Mar 2020 |
6.26%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFVSX (GOLDMAN SACHS FOCUSED VALUE FUND INSTITUTIONAL SHARES) |
20.94%
Dec 2018 - Dec 2021 |
17.85%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart