Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GHTMX (GOLDMAN SACHS INTERNATIONAL TAX-MANAGED EQUITY FUND INSTITUTIONAL) | 24.80% | 23.11% | 17.90% | 11.76% | 7.66% | 7.81% | NA | 4.97% |
Data as of 07/25/2025, AR inception is 02/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GHTMX (GOLDMAN SACHS INTERNATIONAL TAX-MANAGED EQUITY FUND INSTITUTIONAL) | 02/04/2008 | 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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.19 | 23.11 | 17.90 | 11.76 | 7.66 | 7.81 | NA | 4.97 | 24.80 | 6.30 | 20.20 | -14.93 | 12.32 | 10.14 | 19.01 | -16.49 | 29.42 | 1.26 | 4.26 | -5.48 | 22.70 | 17.66 | -12.93 | 9.17 | 24.46 | -38.02 |
| Sharpe Ratio | NA | 0.89 | 0.97 | 0.60 | 0.35 | NA | NA | 0.19 | 2.24 | -0.02 | 1.26 | -0.78 | 0.90 | 0.34 | 1.66 | -1.27 | 3.59 | 0.06 | 0.28 | -0.47 | 1.74 | 1.04 | -0.47 | 0.41 | 0.85 | -0.97 |
| Standard Deviation(%) | NA | 17.07 | 15.63 | 15.91 | 16.68 | NA | NA | 20.41 | 18.86 | 12.94 | 12.77 | 21.08 | 13.62 | 29.04 | 10.60 | 14.11 | 8.07 | 17.18 | 15.15 | 11.74 | 12.99 | 17.06 | 27.83 | 22.06 | 28.59 | 43.11 |
| Draw Down(%) | NA | 13.60 | 15.38 | 29.93 | 38.63 | NA | NA | 58.41 | 13.60 | 8.46 | 9.18 | 28.09 | 7.93 | 34.78 | 8.49 | 24.76 | 2.56 | 11.99 | 13.52 | 13.96 | 9.80 | 16.33 | 25.96 | 20.43 | 29.56 | 53.55 |
| Yield(%) | 0.00 | 2.10 | 2.96 | 2.87 | 2.50 | 3.16 | 1.83 | 2.15 | 0.00 | 2.29 | 2.72 | 2.92 | 3.25 | 1.55 | 2.29 | 1.34 | 2.37 | 1.87 | 1.52 | 2.75 | 2.65 | 3.26 | 2.97 | 2.19 | 2.44 | 1.89 |
Data as of 07/25/2025, AR inception is 02/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GHTMX (GOLDMAN SACHS INTERNATIONAL TAX-MANAGED EQUITY FUND INSTITUTIONAL) |
-5.19%
May 2008 - May 2011 |
-2.46%
May 2008 - May 2013 |
2.70%
May 2008 - May 2018 |
2.48%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GHTMX (GOLDMAN SACHS INTERNATIONAL TAX-MANAGED EQUITY FUND INSTITUTIONAL) |
18.60%
Feb 2009 - Feb 2012 |
17.32%
Feb 2009 - Feb 2014 |
9.79%
Feb 2009 - Feb 2019 |
9.09%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart