Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GMCUX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS R6 SHARES) | 1.27% | 2.22% | 6.12% | 12.01% | NA | NA | NA | 8.53% |
Data as of 07/29/2025, AR inception 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 | 07/29/2025 |
| 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 (%) | 0.90 | 2.22 | 6.12 | 12.01 | NA | NA | NA | 8.53 | 1.27 | 11.14 | 11.75 | -15.47 | 30.88 | 8.14 | 26.70 | -14.89 | 15.40 | 17.43 | -4.96 |
| Sharpe Ratio | NA | -0.02 | 0.19 | 0.49 | NA | NA | NA | 0.29 | -0.09 | 0.45 | 0.46 | -0.67 | 1.57 | 0.19 | 1.92 | -1.06 | 1.49 | 1.12 | -0.65 |
| Standard Deviation(%) | NA | 22.03 | 19.92 | 20.72 | NA | NA | NA | 21.40 | 24.49 | 16.74 | 17.69 | 25.14 | 19.62 | 41.67 | 13.12 | 15.46 | 9.94 | 15.43 | 18.30 |
| Draw Down(%) | NA | 25.26 | 25.26 | 25.26 | NA | NA | NA | 44.30 | 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 | 2.19 | 3.43 | 4.82 | 4.05 | 2.70 | 2.03 | 4.50 | 0.00 | 2.42 | 0.99 | 6.25 | 7.32 | 0.73 | 1.22 | 6.09 | 4.93 | 1.07 | 0.68 |
Data as of 07/29/2025, 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 |
|---|---|---|---|---|
| GMCUX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS R6 SHARES) |
-6.68%
Mar 2017 - Mar 2020 |
4.36%
Oct 2015 - Oct 2020 |
0.00%
NA |
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 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart