Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GIPSX (Goldman Sachs Trust Incme Strategy Portfolio S) | 4.82% | 7.07% | 6.07% | 3.77% | 4.34% | 4.60% | 4.07% | 4.34% |
Data as of 07/30/2025, AR inception is 01/27/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIPSX (Goldman Sachs Trust Incme Strategy Portfolio S) | 01/27/1998 | 07/30/2025 |
| 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 | 7.07 | 6.07 | 3.77 | 4.34 | 4.60 | 4.07 | 4.34 | 4.82 | 5.76 | 11.93 | -15.23 | 4.36 | 10.56 | 14.99 | -6.93 | 11.35 | 3.91 | 0.64 | 2.20 | 8.08 | 9.98 | -2.10 | 8.63 | 19.76 | -20.47 | 4.61 | 10.87 | 3.02 | 10.14 | 15.97 | -3.83 | -3.30 | -0.11 | 10.46 | 5.66 |
| Sharpe Ratio | NA | 0.59 | 0.43 | 0.23 | 0.36 | NA | NA | 0.35 | 0.65 | -0.12 | 1.18 | -1.62 | 0.64 | 0.70 | 2.74 | -1.24 | 2.99 | 0.56 | 0.10 | 0.44 | 1.37 | 1.79 | -0.22 | 0.91 | 1.68 | -1.33 | 0.22 | 1.57 | 0.16 | 1.53 | 2.60 | -0.69 | -0.73 | -0.60 | 1.22 | 0.40 |
| Standard Deviation(%) | NA | 8.55 | 7.92 | 8.00 | 8.11 | NA | NA | 8.00 | 9.43 | 7.16 | 6.55 | 10.32 | 6.79 | 14.76 | 4.95 | 6.70 | 3.60 | 6.64 | 6.16 | 5.03 | 5.87 | 5.58 | 9.70 | 9.38 | 11.73 | 16.01 | 7.36 | 4.85 | 5.44 | 6.01 | 5.87 | 7.19 | 7.82 | 7.00 | 5.91 | 6.90 |
| Draw Down(%) | NA | 8.33 | 10.05 | 20.83 | 20.83 | NA | NA | 30.31 | 8.23 | 4.75 | 6.26 | 18.14 | 5.03 | 18.93 | 2.13 | 11.59 | 1.15 | 5.46 | 6.40 | 4.87 | 7.19 | 4.96 | 10.90 | 7.81 | 11.48 | 28.51 | 5.42 | 4.86 | 3.23 | 4.84 | 4.35 | 10.72 | 11.27 | 4.46 | 3.36 | 9.88 |
| Yield(%) | 0.00 | 3.42 | 2.98 | 2.69 | 3.06 | 3.18 | 3.27 | 3.62 | 0.85 | 3.63 | 1.76 | 2.89 | 2.80 | 1.89 | 2.22 | 3.66 | 4.52 | 1.01 | 4.88 | 2.76 | 2.64 | 2.73 | 1.52 | 2.54 | 4.48 | 3.95 | 5.70 | 7.74 | 1.98 | 2.14 | 2.53 | 2.58 | 4.32 | 6.83 | 3.70 | 3.11 |
Data as of 07/30/2025, AR inception is 01/27/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIPSX (Goldman Sachs Trust Incme Strategy Portfolio S) |
-5.96%
Feb 2006 - Feb 2009 |
-1.18%
Feb 2004 - Feb 2009 |
1.48%
Feb 1999 - Feb 2009 |
2.49%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIPSX (Goldman Sachs Trust Incme Strategy Portfolio S) |
13.11%
Feb 2009 - Feb 2012 |
10.66%
Feb 2009 - Feb 2014 |
6.72%
Feb 2009 - Feb 2019 |
5.77%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart