Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GMVRX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS R) | -0.61% | -1.30% | 5.01% | 11.36% | 6.66% | NA | NA | 7.34% |
Data as of 07/31/2025, AR inception is 02/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMVRX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS R) | 02/04/2014 | 07/31/2025 |
| 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 (%) | -0.80 | -1.30 | 5.01 | 11.36 | 6.66 | NA | NA | 7.34 | -0.61 | 10.49 | 11.10 | -15.99 | 30.03 | 7.41 | 25.92 | -15.41 | 14.61 | 16.64 | -5.10 | 12.69 |
| Sharpe Ratio | NA | -0.05 | 0.16 | 0.46 | 0.26 | NA | NA | 0.29 | -0.11 | 0.41 | 0.42 | -0.70 | 1.53 | 0.17 | 1.87 | -1.09 | 1.41 | 1.07 | -0.35 | 1.15 |
| Standard Deviation(%) | NA | 21.99 | 19.91 | 20.71 | 21.37 | NA | NA | 20.41 | 24.44 | 16.70 | 17.76 | 25.12 | 19.60 | 41.66 | 13.07 | 15.50 | 9.96 | 15.38 | 14.81 | 12.16 |
| Draw Down(%) | NA | 25.42 | 25.42 | 25.42 | 44.38 | NA | NA | 44.38 | 23.11 | 9.09 | 16.32 | 24.03 | 9.14 | 44.38 | 7.19 | 22.90 | 5.05 | 13.99 | 13.44 | 10.09 |
| Yield(%) | 0.00 | 1.61 | 2.92 | 4.16 | 3.34 | 2.62 | 1.96 | 3.57 | 0.00 | 1.79 | 0.39 | 5.88 | 6.76 | 0.00 | 0.41 | 5.78 | 4.31 | 0.33 | 0.50 | 1.68 |
Data as of 07/31/2025, 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 |
|---|---|---|---|---|
| GMVRX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS R) |
-7.25%
Mar 2017 - Mar 2020 |
-2.38%
Mar 2015 - Mar 2020 |
5.58%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMVRX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS R) |
20.94%
Mar 2020 - Mar 2023 |
14.69%
Mar 2020 - Mar 2025 |
7.82%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart