Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GGIYX (BALANCED ALLOCATION FUND I GS2) | NA | 3.45% | 1.03% | 0.61% | 0.35% | -0.01% | NA | … | … |
Data as of 01/30/2023, Common starting date is 09/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGIYX (BALANCED ALLOCATION FUND I GS2) | 09/15/2005 | 01/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 3.45 | 1.03 | 0.61 | 0.35 | -0.01 | NA | … | … | 6.07 | -21.55 | 15.36 | -8.07 | -2.62 | 6.26 | 7.59 | -3.01 | 7.11 | 19.52 | -31.98 | -2.47 | 0.27 | -3.00 |
| Sharpe Ratio | NA | -0.65 | -0.15 | -0.11 | -0.15 | NA | NA | … | … | 12.66 | -1.38 | 0.13 | -0.93 | -0.36 | 0.91 | 1.00 | -0.25 | 0.70 | 1.39 | -1.59 | -0.56 | -0.36 | -1.31 |
| Standard Deviation(%) | NA | 16.44 | 14.75 | 14.75 | 11.30 | NA | NA | … | … | 9.12 | 16.64 | 13.70 | 9.70 | 7.39 | 6.86 | 7.61 | 12.20 | 10.01 | 14.00 | 20.69 | 9.83 | 8.42 | 9.46 |
| Draw Down(%) | NA | 22.90 | 27.96 | 27.96 | 29.23 | NA | NA | … | … | 0.69 | 27.06 | 5.97 | 11.74 | 8.36 | 5.74 | 5.07 | 10.19 | 7.35 | 15.34 | 33.15 | 10.94 | 8.10 | 5.59 |
| Yield(%) | 0.00 | 1.27 | 0.68 | 0.41 | 1.24 | 1.58 | 1.08 | … | … | 0.42 | 0.85 | 0.78 | 0.00 | 6.30 | 3.91 | 4.38 | 4.10 | 4.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/30/2023, Common starting date is 09/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGIYX (BALANCED ALLOCATION FUND I GS2) |
-16.08%
Feb 2006 – Feb 2009 |
-4.56%
Nov 2006 – Nov 2011 |
-3.57%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGIYX (BALANCED ALLOCATION FUND I GS2) |
13.30%
Feb 2009 – Feb 2012 |
9.89%
Feb 2009 – Feb 2014 |
-0.43%
Aug 2011 – Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart