Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GIPCX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS C) | 4.05% | 5.53% | 6.47% | 3.15% | 3.50% | 3.98% | 3.55% | 3.72% |
Data as of 07/18/2025, AR inception is 01/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIPCX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS C) | 01/28/1998 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 5.53 | 6.47 | 3.15 | 3.50 | 3.98 | 3.55 | 3.72 | 4.05 | 5.28 | 11.23 | -15.83 | 3.71 | 9.93 | 14.31 | -7.58 | 10.41 | 2.47 | -0.02 | 1.66 | 7.43 | 9.20 | -2.65 | 11.26 | 19.04 | -21.00 | 3.93 | 10.23 | 2.30 | 9.47 | 15.27 | -4.50 | -3.40 | -1.31 | 9.62 | 4.87 |
| Sharpe Ratio | NA | 0.27 | 0.39 | 0.15 | 0.26 | NA | NA | 0.27 | 0.48 | -0.19 | 1.08 | -1.68 | 0.54 | 0.66 | 2.71 | -1.33 | 2.82 | 0.34 | -0.01 | 0.33 | 1.26 | 1.67 | -0.28 | 1.09 | 1.62 | -1.36 | 0.13 | 1.44 | 0.02 | 1.43 | 2.54 | -0.79 | -0.77 | -0.80 | 1.09 | 0.28 |
| Standard Deviation(%) | NA | 8.61 | 7.91 | 7.98 | 8.05 | NA | NA | 8.00 | 9.62 | 7.04 | 6.54 | 10.26 | 6.83 | 14.64 | 4.77 | 6.72 | 3.48 | 6.61 | 6.01 | 5.03 | 5.88 | 5.51 | 9.58 | 10.28 | 11.67 | 16.01 | 7.42 | 4.85 | 5.51 | 5.98 | 5.74 | 7.10 | 7.54 | 6.72 | 5.88 | 6.94 |
| Draw Down(%) | NA | 8.57 | 10.20 | 21.44 | 21.44 | NA | NA | 30.93 | 8.39 | 4.66 | 6.40 | 18.68 | 5.15 | 18.96 | 2.09 | 12.18 | 1.16 | 6.23 | 6.65 | 5.05 | 7.21 | 5.07 | 11.15 | 8.12 | 11.52 | 28.83 | 5.35 | 4.87 | 3.38 | 4.94 | 4.46 | 10.93 | 11.15 | 5.09 | 3.45 | 10.01 |
| Yield(%) | 0.00 | 2.97 | 2.50 | 2.16 | 2.40 | 2.50 | 2.81 | 3.04 | 0.71 | 3.03 | 1.07 | 2.33 | 2.38 | 1.25 | 1.53 | 2.93 | 3.64 | 0.41 | 4.24 | 2.21 | 2.00 | 2.06 | 0.88 | 5.15 | 3.80 | 3.41 | 5.12 | 7.13 | 1.37 | 1.51 | 1.89 | 1.90 | 3.68 | 6.19 | 3.00 | 2.54 |
Data as of 07/18/2025, AR inception is 01/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIPCX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS C) |
-6.57%
Feb 2006 - Feb 2009 |
-1.82%
Feb 2004 - Feb 2009 |
0.82%
Feb 1999 - Feb 2009 |
1.98%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIPCX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS C) |
13.55%
Feb 2009 - Feb 2012 |
10.63%
Feb 2009 - Feb 2014 |
6.27%
Feb 2009 - Feb 2019 |
5.25%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart