Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GMHPX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS P SHARES) | 5.08% | 6.72% | 12.42% | 14.53% | NA | NA | NA | 11.82% |
Data as of 07/25/2025, AR inception is 04/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMHPX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS P SHARES) | 04/20/2018 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 6.72 | 12.42 | 14.53 | NA | NA | NA | 11.82 | 5.08 | 11.88 | 17.89 | -6.65 | 30.16 | 8.96 | 26.03 | -5.47 |
| Sharpe Ratio | NA | 0.19 | 0.55 | 0.75 | NA | NA | NA | 0.48 | 0.29 | 0.67 | 1.10 | -0.36 | 2.22 | 0.24 | 1.98 | -0.63 |
| Standard Deviation(%) | NA | 18.60 | 16.37 | 16.65 | NA | NA | NA | 19.96 | 21.71 | 12.30 | 13.05 | 22.36 | 13.54 | 36.36 | 12.37 | 14.67 |
| Draw Down(%) | NA | 18.58 | 18.58 | 18.58 | NA | NA | NA | 38.98 | 17.59 | 7.12 | 10.17 | 17.43 | 6.11 | 38.98 | 6.36 | 19.30 |
| Yield(%) | 0.00 | 11.28 | 11.29 | 11.77 | 8.45 | 5.64 | 4.23 | 12.08 | 0.47 | 12.90 | 9.82 | 11.63 | 11.65 | 4.58 | 13.13 | 46.75 |
Data as of 07/25/2025, AR inception is 04/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMHPX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS P SHARES) |
7.18%
Dec 2021 - Dec 2024 |
8.75%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMHPX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS P SHARES) |
23.52%
Mar 2020 - Mar 2023 |
18.80%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart