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Performance Comparison
Comparison Box

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) 0.18% 2.06% 6.48% 11.50% 7.03% NA NA 7.42%
Data as of 07/25/2025, 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 07/25/2025
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 2.06 6.48 11.50 7.03 NA NA 7.42 0.18 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 1.65 3.02 4.16 3.43 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 07/25/2025, 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
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