Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GFVUX (GOLDMAN SACHS FOCUSED VALUE FUND CLASS R6 SHARES) | 2.92% | 10.77% | 15.91% | 14.65% | NA | NA | NA | 11.16% |
Data as of 07/18/2025, AR inception is 08/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GFVUX (GOLDMAN SACHS FOCUSED VALUE FUND CLASS R6 SHARES) | 08/06/2015 | 07/18/2025 |
| 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 (%) | -0.38 | 10.77 | 15.91 | 14.65 | NA | NA | NA | 11.16 | 2.92 | 19.05 | 14.93 | -6.12 | 24.94 | 9.87 | 28.91 | -9.33 | 13.03 | 14.99 | -5.99 |
| Sharpe Ratio | NA | 0.45 | 0.81 | 0.78 | NA | NA | NA | 0.47 | 0.12 | 1.30 | 0.87 | -0.37 | 1.89 | 0.27 | 2.32 | -0.65 | 1.35 | 1.00 | -0.67 |
| Standard Deviation(%) | NA | 16.98 | 15.47 | 15.87 | NA | NA | NA | 18.18 | 19.87 | 11.83 | 13.01 | 20.74 | 13.21 | 35.54 | 11.80 | 16.67 | 9.17 | 14.76 | 21.09 |
| Draw Down(%) | NA | 17.21 | 17.21 | 18.90 | NA | NA | NA | 36.13 | 17.21 | 5.49 | 11.80 | 18.90 | 6.61 | 36.13 | 6.29 | 19.46 | 4.38 | 12.38 | 13.15 |
| Yield(%) | 0.00 | 9.42 | 8.12 | 7.98 | 6.35 | 4.23 | 3.18 | 7.06 | 0.00 | 10.40 | 1.84 | 9.07 | 7.91 | 2.10 | 2.03 | 5.78 | 9.29 | 1.57 | 0.50 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| GFVUX (GOLDMAN SACHS FOCUSED VALUE FUND CLASS R6 SHARES) |
-1.36%
Mar 2017 - Mar 2020 |
6.29%
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 |
|---|---|---|---|---|
| GFVUX (GOLDMAN SACHS FOCUSED VALUE FUND CLASS R6 SHARES) |
20.95%
Dec 2018 - Dec 2021 |
17.89%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart