Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GOIUX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS R6 SHARES) | 7.29% | 9.49% | 10.57% | 7.83% | NA | NA | NA | 7.75% |
Data as of 07/22/2025, AR inception is 08/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOIUX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS R6 SHARES) | 08/06/2015 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 9.49 | 10.57 | 7.83 | NA | NA | NA | 7.75 | 7.29 | 11.58 | 15.08 | -15.22 | 12.77 | 12.76 | 19.11 | -8.61 | 17.20 | 5.00 | -1.58 |
| Sharpe Ratio | NA | 0.49 | 0.74 | 0.55 | NA | NA | NA | 0.49 | 0.73 | 0.91 | 1.42 | -1.19 | 1.47 | 0.60 | 2.43 | -0.98 | 3.32 | 0.51 | -0.38 |
| Standard Deviation(%) | NA | 12.10 | 10.47 | 10.69 | NA | NA | NA | 11.22 | 13.55 | 8.75 | 8.12 | 14.04 | 8.68 | 20.59 | 7.25 | 10.25 | 5.00 | 9.37 | 10.27 |
| Draw Down(%) | NA | 11.46 | 11.81 | 20.55 | NA | NA | NA | 25.08 | 11.46 | 5.42 | 7.66 | 20.51 | 4.39 | 25.08 | 3.88 | 15.82 | 1.56 | 7.98 | 6.86 |
| Yield(%) | 0.00 | 6.46 | 5.10 | 5.29 | 4.54 | 3.03 | 2.27 | 5.05 | 0.84 | 7.17 | 2.22 | 4.75 | 7.18 | 3.76 | 2.69 | 2.70 | 3.59 | 1.45 | 3.27 |
Data as of 07/22/2025, AR inception is 08/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOIUX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS R6 SHARES) |
1.44%
Mar 2017 - Mar 2020 |
2.74%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOIUX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS R6 SHARES) |
14.84%
Dec 2018 - Dec 2021 |
10.32%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart