Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GIPRX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS R) | 4.13% | 5.91% | 6.94% | 3.61% | 4.03% | 4.51% | NA | 3.59% |
Data as of 07/18/2025, AR inception is 12/14/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIPRX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS R) | 12/14/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 5.91 | 6.94 | 3.61 | 4.03 | 4.51 | NA | 3.59 | 4.13 | 7.96 | 11.77 | -15.45 | 4.28 | 10.41 | 14.94 | -7.07 | 11.10 | 3.15 | 0.50 | 2.09 | 8.00 | 9.69 | -2.10 | 12.11 | 19.66 | -20.62 | -3.99 |
| Sharpe Ratio | NA | 0.32 | 0.45 | 0.20 | 0.32 | NA | NA | 0.29 | 0.49 | 0.20 | 1.17 | -1.64 | 0.62 | 0.69 | 2.76 | -1.26 | 2.91 | 0.45 | 0.08 | 0.41 | 1.35 | 1.74 | -0.22 | 1.17 | 1.67 | -1.35 | -2.86 |
| Standard Deviation(%) | NA | 8.66 | 7.93 | 7.98 | 8.07 | NA | NA | 8.83 | 9.63 | 6.73 | 6.48 | 10.28 | 6.81 | 14.63 | 4.91 | 6.66 | 3.61 | 6.61 | 6.09 | 5.04 | 5.89 | 5.58 | 9.70 | 10.28 | 11.68 | 15.89 | 23.05 |
| Draw Down(%) | NA | 8.46 | 10.10 | 20.94 | 20.94 | NA | NA | 31.52 | 8.34 | 3.55 | 6.22 | 18.29 | 5.06 | 18.98 | 2.11 | 11.77 | 1.17 | 5.97 | 6.43 | 4.86 | 7.15 | 5.00 | 10.93 | 7.93 | 11.52 | 28.56 | 5.03 |
| Yield(%) | 0.00 | 3.39 | 3.04 | 2.65 | 2.96 | 3.13 | 2.47 | 2.91 | 0.84 | 3.59 | 1.70 | 2.83 | 2.76 | 1.79 | 2.16 | 3.59 | 4.47 | 0.89 | 4.77 | 2.65 | 2.52 | 2.61 | 1.45 | 6.02 | 4.55 | 3.86 | 0.00 |
Data as of 07/18/2025, AR inception is 12/14/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIPRX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS R) |
-1.35%
Apr 2021 - Apr 2024 |
0.68%
Sep 2017 - Sep 2022 |
2.34%
Oct 2013 - Oct 2023 |
3.06%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIPRX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS R) |
14.22%
Feb 2009 - Feb 2012 |
11.25%
Feb 2009 - Feb 2014 |
6.87%
Feb 2009 - Feb 2019 |
5.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart