Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GOISX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO SERVICE) | 7.72% | 9.93% | 9.61% | 6.29% | 5.81% | 6.25% | 5.02% | 5.12% |
Data as of 07/23/2025, AR inception is 01/23/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOISX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO SERVICE) | 01/23/1998 | 07/23/2025 |
| 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 (%) | 1.42 | 9.93 | 9.61 | 6.29 | 5.81 | 6.25 | 5.02 | 5.12 | 7.72 | 5.57 | 14.58 | -16.98 | 9.14 | 10.33 | 18.51 | -9.01 | 16.37 | 4.52 | 0.43 | 2.11 | 13.08 | 12.17 | -3.48 | 10.04 | 25.63 | -32.06 | 5.07 | 13.76 | 8.37 | 14.77 | 24.47 | -8.57 | -7.39 | -4.62 | 15.60 | 5.27 |
| Sharpe Ratio | NA | 0.46 | 0.63 | 0.38 | 0.38 | NA | NA | 0.31 | 0.71 | -0.11 | 1.29 | -1.31 | 1.01 | 0.49 | 2.37 | -1.06 | 3.17 | 0.47 | 0.05 | 0.29 | 1.63 | 1.50 | -0.24 | 0.74 | 1.46 | -1.31 | 0.18 | 1.46 | 0.90 | 1.63 | 2.87 | -0.93 | -0.90 | -0.85 | 1.49 | 0.23 |
| Standard Deviation(%) | NA | 12.04 | 10.49 | 10.77 | 11.17 | NA | NA | 11.54 | 13.46 | 9.54 | 8.09 | 14.12 | 8.99 | 20.61 | 7.23 | 9.80 | 4.99 | 9.21 | 8.69 | 7.26 | 8.02 | 8.12 | 14.36 | 13.47 | 17.52 | 25.11 | 11.27 | 7.24 | 6.86 | 8.46 | 8.30 | 10.45 | 10.92 | 10.27 | 8.30 | 10.20 |
| Draw Down(%) | NA | 11.53 | 11.81 | 22.70 | 25.09 | NA | NA | 45.22 | 11.53 | 7.84 | 7.83 | 20.87 | 5.01 | 25.09 | 3.84 | 15.76 | 1.42 | 8.02 | 8.67 | 6.84 | 8.14 | 7.40 | 15.43 | 11.26 | 17.41 | 41.13 | 8.27 | 7.91 | 4.88 | 6.86 | 6.89 | 17.31 | 18.14 | 9.28 | 5.10 | 16.72 |
| Yield(%) | 0.00 | 6.13 | 4.09 | 3.54 | 3.22 | 3.54 | 3.41 | 3.76 | 0.72 | 6.68 | 1.68 | 2.91 | 3.85 | 1.43 | 2.12 | 2.22 | 2.90 | 0.96 | 3.35 | 2.47 | 2.13 | 2.57 | 1.85 | 2.37 | 4.36 | 5.15 | 5.44 | 7.29 | 2.00 | 1.94 | 2.92 | 2.07 | 4.52 | 4.52 | 2.71 | 2.65 |
Data as of 07/23/2025, 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 |
|---|---|---|---|---|
| GOISX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO SERVICE) |
-11.57%
Feb 2006 - Feb 2009 |
-2.97%
Feb 2004 - Feb 2009 |
0.47%
Feb 1999 - Feb 2009 |
2.54%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOISX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO SERVICE) |
18.50%
Mar 2003 - Mar 2006 |
14.45%
Oct 2002 - Oct 2007 |
8.87%
Feb 2009 - Feb 2019 |
7.70%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart