Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GMVCX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS C) | -0.13% | 1.52% | 5.93% | 10.95% | 6.50% | NA | NA | 6.87% |
Data as of 07/25/2025, AR inception is 02/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMVCX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS C) | 02/04/2014 | 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 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 1.52 | 5.93 | 10.95 | 6.50 | NA | NA | 6.87 | -0.13 | 9.98 | 10.51 | -16.40 | 29.43 | 6.88 | 25.27 | -15.86 | 14.08 | 16.13 | -5.50 | 12.08 |
| Sharpe Ratio | NA | -0.08 | 0.13 | 0.43 | 0.23 | NA | NA | 0.26 | -0.13 | 0.38 | 0.39 | -0.71 | 1.50 | 0.16 | 1.82 | -1.12 | 1.35 | 1.03 | -0.37 | 1.09 |
| Standard Deviation(%) | NA | 21.94 | 19.90 | 20.71 | 21.38 | NA | NA | 20.43 | 24.39 | 16.72 | 17.71 | 25.16 | 19.61 | 41.74 | 13.06 | 15.46 | 9.95 | 15.46 | 14.83 | 12.20 |
| Draw Down(%) | NA | 25.50 | 25.50 | 25.50 | 44.39 | NA | NA | 44.39 | 23.17 | 9.07 | 16.62 | 24.29 | 9.24 | 44.39 | 7.20 | 23.31 | 5.36 | 13.94 | 13.53 | 10.20 |
| Yield(%) | 0.00 | 1.21 | 2.70 | 3.91 | 3.18 | 2.42 | 1.82 | 3.30 | 0.00 | 1.31 | 0.00 | 5.77 | 6.95 | 0.00 | 0.00 | 5.82 | 3.98 | 0.24 | 0.50 | 1.68 |
Data as of 07/25/2025, AR inception is 02/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMVCX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS C) |
-7.74%
Mar 2017 - Mar 2020 |
-2.88%
Mar 2015 - Mar 2020 |
5.05%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMVCX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS C) |
20.37%
Mar 2020 - Mar 2023 |
14.13%
Mar 2020 - Mar 2025 |
7.30%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart