Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GIPTX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS IR) | 4.59% | 6.47% | 6.98% | 4.11% | 4.57% | 5.03% | NA | 3.86% |
Data as of 07/21/2025, AR inception is 12/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIPTX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS IR) | 12/03/2007 | 07/21/2025 |
| 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 (%) | 0.40 | 6.47 | 6.98 | 4.11 | 4.57 | 5.03 | NA | 3.86 | 4.59 | 6.03 | 12.32 | -14.94 | 4.70 | 11.00 | 15.50 | -6.62 | 11.83 | 3.45 | 1.01 | 2.52 | 8.46 | 10.33 | -1.79 | 8.86 | 20.29 | -20.21 | -4.73 |
| Sharpe Ratio | NA | 0.35 | 0.51 | 0.27 | 0.38 | NA | NA | 0.32 | 0.53 | -0.08 | 1.25 | -1.59 | 0.69 | 0.73 | 2.90 | -1.18 | 3.07 | 0.49 | 0.16 | 0.50 | 1.42 | 1.88 | -0.19 | 0.93 | 1.73 | -1.33 | -2.78 |
| Standard Deviation(%) | NA | 8.64 | 7.93 | 7.98 | 8.09 | NA | NA | 8.78 | 9.61 | 7.21 | 6.50 | 10.28 | 6.77 | 14.72 | 4.86 | 6.72 | 3.67 | 6.62 | 6.07 | 4.97 | 5.92 | 5.52 | 9.69 | 9.39 | 11.69 | 15.88 | 17.79 |
| Draw Down(%) | NA | 8.23 | 9.97 | 20.49 | 20.49 | NA | NA | 32.31 | 8.22 | 4.92 | 6.18 | 17.92 | 4.86 | 18.89 | 2.07 | 11.36 | 1.10 | 6.16 | 6.26 | 4.81 | 7.14 | 4.89 | 10.76 | 7.79 | 11.40 | 28.43 | 6.73 |
| Yield(%) | 0.00 | 3.76 | 3.47 | 3.13 | 3.47 | 3.71 | 2.70 | 3.18 | 0.96 | 4.14 | 2.21 | 3.28 | 3.27 | 2.32 | 2.69 | 4.07 | 5.07 | 1.39 | 5.28 | 3.09 | 3.05 | 3.13 | 1.94 | 2.84 | 4.90 | 4.31 | 0.00 |
Data as of 07/21/2025, AR inception is 12/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIPTX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS IR) |
-0.85%
Apr 2021 - Apr 2024 |
1.20%
Sep 2017 - Sep 2022 |
2.84%
Oct 2013 - Oct 2023 |
3.32%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIPTX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS IR) |
13.45%
Feb 2009 - Feb 2012 |
11.03%
Feb 2009 - Feb 2014 |
7.01%
Feb 2009 - Feb 2019 |
6.09%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart