Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMCUX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS R6 SHARES) | 18.58% | 31.62% | 15.73% | 7.10% | 10.02% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMCUX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS R6 SHARES) | 08/06/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | 31.62 | 15.73 | 7.10 | 10.02 | NA | NA | … | … | 18.58 | 5.78 | 11.14 | 11.75 | -15.47 | 30.88 | 8.14 | 26.70 | -14.89 | 15.40 | 17.43 | -4.96 |
| Sharpe Ratio | NA | 1.54 | 0.67 | 0.21 | 0.39 | NA | NA | … | … | 2.10 | 0.14 | 0.45 | 0.46 | -0.67 | 1.57 | 0.19 | 1.92 | -1.06 | 1.49 | 1.12 | -0.65 |
| Standard Deviation(%) | NA | 17.84 | 18.99 | 20.28 | 21.44 | NA | NA | … | … | 21.25 | 21.20 | 16.74 | 17.69 | 25.14 | 19.62 | 41.67 | 13.12 | 15.46 | 9.94 | 15.43 | 18.30 |
| Draw Down(%) | NA | 10.15 | 25.26 | 25.26 | 44.30 | NA | NA | … | … | 10.15 | 23.00 | 9.03 | 15.92 | 23.64 | 9.01 | 44.30 | 7.17 | 22.40 | 4.92 | 13.89 | 10.47 |
| Yield(%) | 0.00 | 6.04 | 3.52 | 4.12 | 4.91 | 3.28 | 2.46 | … | … | 0.00 | 5.79 | 2.42 | 0.99 | 6.25 | 7.32 | 0.73 | 1.22 | 6.09 | 4.93 | 1.07 | 0.68 |
Data as of 06/05/2026, Common starting date is 08/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMCUX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS R6 SHARES) |
-6.68%
Mar 2017 – Mar 2020 |
4.36%
Oct 2015 – Oct 2020 |
8.15%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMCUX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS R6 SHARES) |
21.71%
Mar 2020 – Mar 2023 |
15.40%
Mar 2020 – Mar 2025 |
10.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart