Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GIPAX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS A) | 5.25% | 14.48% | 10.68% | 3.85% | 5.55% | 4.75% | 4.68% | … | … |
Data as of 06/03/2026, Common starting date is 01/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIPAX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS A) | 01/28/1998 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 14.48 | 10.68 | 3.85 | 5.55 | 4.75 | 4.68 | … | … | 5.25 | 11.49 | 8.03 | 12.26 | -15.17 | 4.41 | 10.75 | 15.25 | -6.89 | 11.54 | 3.18 | 0.83 | 2.20 | 8.24 | 9.98 | -1.88 | 12.78 | 19.94 | -20.39 | 4.66 | 11.10 | 5.62 | 10.29 | 16.13 | -3.76 | -2.66 | -0.66 | 10.59 | 5.44 |
| Sharpe Ratio | NA | 1.88 | 1.04 | 0.16 | 0.48 | NA | NA | … | … | 1.22 | 1.10 | 0.64 | 1.33 | -1.62 | 0.56 | 0.71 | 2.81 | -1.23 | 2.98 | 0.45 | 0.13 | 0.43 | 1.39 | 1.81 | -0.20 | 1.21 | 1.67 | -1.32 | 0.21 | 1.58 | 0.72 | 1.56 | 2.64 | -0.67 | -0.66 | -0.72 | 1.21 | 0.35 |
| Standard Deviation(%) | NA | 6.50 | 7.36 | 7.88 | 8.18 | NA | NA | … | … | 8.22 | 7.88 | 6.85 | 6.52 | 10.27 | 7.78 | 14.73 | 4.90 | 6.73 | 3.67 | 6.61 | 6.04 | 5.07 | 5.91 | 5.54 | 9.61 | 10.46 | 11.86 | 16.07 | 7.39 | 4.87 | 4.69 | 5.95 | 5.84 | 7.33 | 7.84 | 6.80 | 5.94 | 6.93 |
| Draw Down(%) | NA | 5.66 | 8.24 | 20.73 | 20.73 | NA | NA | … | … | 5.66 | 8.24 | 3.53 | 6.22 | 18.06 | 5.09 | 18.98 | 2.15 | 11.47 | 1.16 | 6.13 | 6.28 | 4.86 | 7.12 | 4.98 | 10.87 | 8.00 | 11.40 | 28.53 | 5.35 | 4.78 | 3.20 | 4.84 | 4.36 | 10.69 | 10.80 | 4.81 | 3.45 | 9.85 |
| Yield(%) | 0.00 | 5.61 | 4.24 | 3.31 | 3.53 | 3.38 | 3.68 | … | … | 0.47 | 6.10 | 3.86 | 1.93 | 3.04 | 2.99 | 2.04 | 2.41 | 3.82 | 4.72 | 1.12 | 5.00 | 2.86 | 2.76 | 2.83 | 1.64 | 6.40 | 4.61 | 4.09 | 5.84 | 7.85 | 4.66 | 2.27 | 2.66 | 2.65 | 4.42 | 6.93 | 3.81 | 3.19 |
Data as of 06/03/2026, Common starting date is 01/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIPAX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS A) |
-5.86%
Feb 2006 – Feb 2009 |
-0.59%
Feb 2004 – Feb 2009 |
1.83%
Feb 1999 – Feb 2009 |
2.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIPAX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS A) |
14.65%
Feb 2009 – Feb 2012 |
11.59%
Feb 2009 – Feb 2014 |
7.15%
Feb 2009 – Feb 2019 |
6.10%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart