Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GOIIX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL) | 7.21% | 7.54% | 8.08% | 5.99% | 5.99% | 6.50% | 5.31% | 5.53% |
Data as of 07/30/2025, AR inception is 01/23/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOIIX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL) | 01/23/1998 | 07/30/2025 |
| 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 (%) | -0.66 | 7.54 | 8.08 | 5.99 | 5.99 | 6.50 | 5.31 | 5.53 | 7.21 | 8.49 | 15.16 | -16.56 | 9.75 | 10.84 | 19.17 | -8.64 | 17.08 | 5.09 | 0.86 | 2.62 | 13.64 | 12.73 | -3.04 | 10.63 | 26.27 | -31.71 | 5.50 | 14.40 | 8.88 | 15.36 | 25.11 | -8.09 | -6.99 | -3.98 | 16.15 | 5.79 |
| Sharpe Ratio | NA | 0.49 | 0.54 | 0.39 | 0.42 | NA | NA | 0.34 | 0.87 | 0.21 | 1.35 | -1.27 | 1.09 | 0.51 | 2.47 | -1.01 | 3.29 | 0.53 | 0.10 | 0.36 | 1.71 | 1.57 | -0.21 | 0.79 | 1.49 | -1.29 | 0.22 | 1.54 | 0.98 | 1.70 | 2.92 | -0.87 | -0.86 | -0.79 | 1.55 | 0.28 |
| Standard Deviation(%) | NA | 12.25 | 10.60 | 10.87 | 11.23 | NA | NA | 11.58 | 13.29 | 9.15 | 8.15 | 14.21 | 8.95 | 20.64 | 7.20 | 9.92 | 5.03 | 9.23 | 8.67 | 7.16 | 7.96 | 8.14 | 14.41 | 13.40 | 17.56 | 25.19 | 11.23 | 7.24 | 6.82 | 8.48 | 8.36 | 10.61 | 11.02 | 10.25 | 8.35 | 10.19 |
| Draw Down(%) | NA | 13.33 | 13.33 | 22.26 | 25.07 | NA | NA | 44.88 | 11.46 | 6.24 | 7.65 | 20.56 | 4.89 | 25.07 | 3.81 | 15.37 | 1.41 | 7.98 | 8.54 | 6.75 | 8.09 | 7.36 | 15.29 | 11.29 | 17.43 | 40.86 | 8.23 | 7.87 | 4.82 | 6.92 | 6.75 | 17.22 | 17.94 | 8.92 | 5.00 | 16.48 |
| Yield(%) | 0.00 | 3.61 | 3.38 | 3.36 | 3.40 | 3.86 | 3.71 | 4.19 | 0.83 | 4.01 | 2.22 | 3.35 | 4.34 | 1.92 | 2.67 | 2.69 | 3.56 | 1.45 | 3.84 | 2.99 | 2.62 | 3.05 | 2.36 | 2.85 | 4.90 | 5.55 | 5.95 | 7.75 | 2.51 | 2.43 | 3.44 | 2.52 | 4.97 | 4.98 | 3.23 | 2.96 |
Data as of 07/30/2025, AR inception is 01/23/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOIIX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL) |
-11.16%
Feb 2006 - Feb 2009 |
-2.48%
Feb 2004 - Feb 2009 |
0.97%
Feb 1999 - Feb 2009 |
3.05%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOIIX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL) |
19.11%
Mar 2003 - Mar 2006 |
15.04%
Oct 2002 - Oct 2007 |
9.42%
Feb 2009 - Feb 2019 |
8.24%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart