Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GPIRX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS R) | 7.69% | 11.64% | 9.48% | 6.10% | 5.78% | 6.05% | NA | 3.94% |
Data as of 07/25/2025, AR inception is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPIRX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS R) | 12/06/2007 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 11.64 | 9.48 | 6.10 | 5.78 | 6.05 | NA | 3.94 | 7.69 | 5.45 | 14.40 | -17.11 | 9.03 | 10.19 | 18.31 | -9.10 | 16.14 | 4.33 | 0.30 | 1.97 | 12.75 | 12.16 | -3.76 | 9.96 | 25.51 | -32.18 | -6.67 |
| Sharpe Ratio | NA | 0.71 | 0.58 | 0.39 | 0.38 | NA | NA | 0.23 | 0.83 | -0.12 | 1.26 | -1.31 | 1.00 | 0.48 | 2.35 | -1.07 | 3.14 | 0.45 | 0.03 | 0.27 | 1.59 | 1.50 | -0.26 | 0.73 | 1.45 | -1.32 | -3.13 |
| Standard Deviation(%) | NA | 11.98 | 10.48 | 10.79 | 11.18 | NA | NA | 12.68 | 13.30 | 9.55 | 8.12 | 14.15 | 8.97 | 20.70 | 7.18 | 9.73 | 4.96 | 9.22 | 8.67 | 7.19 | 8.00 | 8.12 | 14.57 | 13.44 | 17.52 | 25.07 | 21.81 |
| Draw Down(%) | NA | 11.50 | 11.78 | 22.78 | 25.15 | NA | NA | 47.05 | 11.50 | 7.85 | 7.83 | 20.84 | 5.07 | 25.15 | 3.85 | 15.85 | 1.35 | 8.05 | 8.76 | 6.82 | 8.16 | 7.51 | 15.42 | 11.37 | 17.51 | 41.22 | 8.78 |
| Yield(%) | 0.00 | 6.20 | 4.01 | 3.44 | 3.15 | 3.37 | 2.18 | 2.56 | 0.70 | 6.60 | 1.57 | 2.85 | 3.78 | 1.33 | 2.01 | 2.10 | 2.78 | 0.84 | 3.23 | 2.33 | 1.98 | 2.43 | 1.76 | 2.30 | 4.37 | 5.06 | 0.00 |
Data as of 07/25/2025, AR inception is 12/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPIRX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS R) |
-0.19%
Jan 2008 - Jan 2011 |
1.22%
Sep 2017 - Sep 2022 |
3.40%
Oct 2013 - Oct 2023 |
3.24%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPIRX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS R) |
17.20%
Feb 2009 - Feb 2012 |
14.05%
Feb 2009 - Feb 2014 |
8.70%
Feb 2009 - Feb 2019 |
7.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart