Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GIRGX (GOLDMAN SACHS DYNAMIC U.S. EQUITY FUND CLASS IR) | -7.61% | -0.28% | 13.10% | 8.00% | 8.52% | 10.93% | NA | 10.75% |
Data as of 07/18/2025, AR inception is 12/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIRGX (GOLDMAN SACHS DYNAMIC U.S. EQUITY FUND CLASS IR) | 12/01/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.28 | 13.10 | 8.00 | 8.52 | 10.93 | NA | 10.75 | -7.61 | 21.78 | 21.53 | -20.58 | 25.03 | 9.87 | 32.16 | -1.80 | 18.80 | 4.93 | -2.02 | 12.65 | 33.40 | 18.53 | -4.89 | 13.47 | 1.19 |
| Sharpe Ratio | NA | -0.22 | 0.55 | 0.35 | 0.40 | NA | NA | 0.53 | -0.75 | 1.21 | 1.32 | -0.89 | 1.84 | 0.27 | 2.66 | -0.19 | 2.44 | 0.33 | -0.13 | 1.09 | 2.90 | 1.40 | -0.20 | 0.72 | 1.48 |
| Standard Deviation(%) | NA | 19.35 | 17.14 | 18.20 | 18.67 | NA | NA | 17.85 | 22.98 | 12.58 | 13.21 | 24.88 | 13.62 | 35.08 | 11.58 | 16.68 | 7.46 | 14.15 | 15.95 | 11.61 | 11.49 | 13.31 | 24.66 | 18.71 | 10.23 |
| Draw Down(%) | NA | 20.89 | 20.89 | 30.08 | 32.20 | NA | NA | 32.20 | 20.89 | 8.16 | 11.89 | 28.97 | 6.45 | 32.20 | 5.44 | 17.84 | 3.43 | 14.58 | 14.41 | 7.50 | 5.99 | 10.82 | 22.40 | 15.90 | 1.58 |
| Yield(%) | 0.00 | 10.71 | 5.58 | 3.55 | 5.98 | 9.27 | 6.79 | 9.05 | 9.36 | 0.78 | 0.80 | 0.41 | 0.18 | 0.71 | 6.24 | 9.27 | 23.08 | 0.84 | 9.92 | 17.69 | 11.20 | 1.15 | 1.28 | 1.21 | 0.00 |
Data as of 07/18/2025, AR inception is 12/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIRGX (GOLDMAN SACHS DYNAMIC U.S. EQUITY FUND CLASS IR) |
1.86%
Sep 2019 - Sep 2022 |
5.47%
Mar 2015 - Mar 2020 |
8.09%
Oct 2013 - Oct 2023 |
10.20%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIRGX (GOLDMAN SACHS DYNAMIC U.S. EQUITY FUND CLASS IR) |
22.97%
Sep 2011 - Sep 2014 |
17.24%
Oct 2016 - Oct 2021 |
14.63%
Sep 2011 - Sep 2021 |
11.69%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart