Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GIPUX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS R6 SHARES) | 4.84% | 6.88% | 7.63% | 5.12% | NA | NA | NA | 5.82% |
Data as of 07/22/2025, AR inception is 08/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIPUX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS R6 SHARES) | 08/06/2015 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 6.88 | 7.63 | 5.12 | NA | NA | NA | 5.82 | 4.84 | 8.61 | 12.39 | -13.73 | 8.08 | 11.09 | 15.70 | -6.51 | 11.99 | 3.67 | -0.03 |
| Sharpe Ratio | NA | 0.37 | 0.59 | 0.40 | NA | NA | NA | 0.47 | 0.53 | 0.74 | 1.33 | -1.49 | 1.29 | 0.74 | 2.90 | -1.13 | 3.05 | 0.51 | -0.02 |
| Standard Deviation(%) | NA | 8.63 | 7.92 | 7.88 | NA | NA | NA | 8.09 | 9.63 | 6.71 | 6.60 | 10.21 | 6.24 | 14.62 | 4.91 | 7.00 | 3.73 | 6.74 | 7.30 |
| Draw Down(%) | NA | 8.21 | 9.97 | 17.97 | NA | NA | NA | 18.90 | 8.16 | 3.53 | 6.12 | 17.88 | 3.55 | 18.90 | 2.10 | 11.50 | 1.16 | 6.04 | 4.52 |
| Yield(%) | 0.00 | 3.84 | 3.98 | 4.11 | 4.09 | 2.73 | 2.05 | 4.55 | 0.98 | 4.25 | 2.33 | 4.48 | 6.46 | 2.44 | 2.84 | 4.20 | 5.25 | 1.52 | 4.64 |
Data as of 07/22/2025, AR inception is 08/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIPUX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS R6 SHARES) |
0.70%
Apr 2021 - Apr 2024 |
1.93%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIPUX (GOLDMAN SACHS BALANCED STRATEGY PORTFOLIO CLASS R6 SHARES) |
11.58%
Dec 2018 - Dec 2021 |
7.91%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart