Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GOIAX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS A) | 7.06% | 10.16% | 9.30% | 7.36% | 6.51% | 6.59% | 5.37% | 5.15% |
Data as of 08/01/2025, AR inception is 03/23/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOIAX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS A) | 03/23/1998 | 08/01/2025 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.03 | 10.16 | 9.30 | 7.36 | 6.51 | 6.59 | 5.37 | 5.15 | 7.06 | 10.98 | 14.86 | -15.50 | 12.29 | 12.34 | 18.60 | -8.94 | 16.57 | 4.59 | 0.53 | 2.22 | 13.11 | 12.44 | -3.45 | 10.11 | 25.88 | -32.02 | 5.12 | 13.94 | 8.49 | 15.11 | 24.54 | -8.44 | -7.31 | -4.54 | 15.79 | -2.60 |
| Sharpe Ratio | NA | 0.56 | 0.56 | 0.50 | 0.45 | NA | NA | 0.31 | 0.72 | 0.76 | 1.41 | -1.20 | 1.41 | 0.57 | 2.37 | -1.05 | 3.21 | 0.48 | 0.06 | 0.31 | 1.64 | 1.53 | -0.24 | 0.75 | 1.46 | -1.31 | 0.18 | 1.45 | 0.92 | 1.68 | 2.86 | -0.90 | -0.90 | -0.86 | 1.50 | -0.63 |
| Standard Deviation(%) | NA | 12.54 | 10.64 | 10.84 | 11.31 | NA | NA | 11.62 | 13.12 | 9.66 | 8.00 | 14.10 | 8.69 | 21.17 | 7.23 | 9.82 | 4.97 | 9.20 | 8.66 | 7.15 | 7.96 | 8.17 | 14.40 | 13.35 | 17.61 | 25.18 | 11.24 | 7.28 | 6.81 | 8.42 | 8.35 | 10.70 | 10.97 | 10.25 | 8.27 | 10.63 |
| Draw Down(%) | NA | 13.49 | 13.49 | 20.80 | 25.15 | NA | NA | 45.20 | 11.52 | 6.27 | 7.77 | 20.80 | 4.39 | 25.15 | 3.90 | 15.71 | 1.34 | 8.00 | 8.68 | 6.79 | 8.12 | 7.39 | 15.44 | 11.24 | 17.49 | 41.10 | 8.26 | 7.89 | 4.93 | 6.94 | 6.88 | 17.33 | 18.16 | 9.21 | 5.00 | 16.60 |
| Yield(%) | 0.00 | 6.62 | 4.78 | 4.99 | 4.15 | 4.27 | 3.92 | 3.94 | 1.12 | 6.79 | 1.84 | 4.42 | 6.83 | 3.38 | 2.24 | 2.33 | 3.04 | 1.03 | 3.44 | 2.58 | 2.19 | 2.64 | 1.96 | 2.45 | 4.49 | 5.23 | 5.57 | 7.38 | 2.13 | 2.26 | 3.03 | 2.17 | 4.57 | 4.59 | 2.80 | 2.48 |
Data as of 08/01/2025, AR inception is 03/23/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOIAX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS A) |
-11.51%
Feb 2006 - Feb 2009 |
-2.84%
Feb 2004 - Feb 2009 |
0.59%
Feb 1999 - Feb 2009 |
2.94%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOIAX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS A) |
18.73%
Mar 2003 - Mar 2006 |
14.65%
Oct 2002 - Oct 2007 |
8.99%
Feb 2009 - Feb 2019 |
8.25%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart