Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GIDGX (GOLDMAN SACHS ENHANCED DIVIDEND GLOBAL EQUITY PORTFOLIO INSTITUTIONAL) | 7.54% | 13.34% | 13.28% | 11.56% | 8.33% | 7.72% | NA | 5.80% |
Data as of 07/25/2025, AR inception is 05/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIDGX (GOLDMAN SACHS ENHANCED DIVIDEND GLOBAL EQUITY PORTFOLIO INSTITUTIONAL) | 05/02/2008 | 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 (%) | 0.83 | 13.34 | 13.28 | 11.56 | 8.33 | 7.72 | NA | 5.80 | 7.54 | 15.10 | 17.92 | -11.72 | 18.54 | 8.41 | 19.96 | -8.27 | 15.78 | 10.35 | -2.43 | 3.16 | 13.43 | 9.15 | -5.62 | 12.65 | 25.66 | -32.74 |
| Sharpe Ratio | NA | 0.67 | 0.76 | 0.72 | 0.47 | NA | NA | 0.28 | 0.61 | 1.24 | 1.45 | -0.71 | 1.84 | 0.29 | 2.04 | -0.77 | 2.62 | 0.78 | -0.19 | 0.33 | 1.39 | 0.73 | -0.26 | 0.75 | 1.01 | -1.04 |
| Standard Deviation(%) | NA | 15.12 | 13.06 | 13.38 | 14.61 | NA | NA | 17.40 | 17.80 | 9.26 | 9.95 | 18.70 | 10.04 | 27.69 | 9.08 | 12.63 | 5.81 | 13.06 | 12.94 | 9.54 | 9.63 | 12.64 | 22.08 | 16.77 | 25.20 | 43.75 |
| Draw Down(%) | NA | 14.43 | 14.43 | 19.39 | 29.92 | NA | NA | 49.51 | 14.43 | 6.25 | 8.36 | 19.39 | 4.13 | 29.92 | 5.42 | 16.17 | 1.86 | 11.85 | 13.59 | 8.47 | 6.22 | 12.07 | 20.37 | 13.34 | 26.46 | 44.24 |
| Yield(%) | 0.00 | 6.61 | 7.02 | 7.08 | 5.94 | 5.59 | 3.58 | 4.22 | 0.24 | 7.88 | 4.87 | 8.15 | 9.23 | 2.10 | 5.53 | 4.90 | 4.31 | 3.23 | 5.67 | 4.16 | 0.00 | 0.00 | 0.00 | 0.47 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 05/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIDGX (GOLDMAN SACHS ENHANCED DIVIDEND GLOBAL EQUITY PORTFOLIO INSTITUTIONAL) |
-1.29%
Mar 2017 - Mar 2020 |
1.05%
Mar 2015 - Mar 2020 |
3.51%
Mar 2010 - Mar 2020 |
5.36%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIDGX (GOLDMAN SACHS ENHANCED DIVIDEND GLOBAL EQUITY PORTFOLIO INSTITUTIONAL) |
21.03%
Feb 2009 - Feb 2012 |
15.12%
Feb 2009 - Feb 2014 |
10.01%
Feb 2009 - Feb 2019 |
9.58%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart