Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GPITX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS IR) | 7.93% | 12.14% | 10.02% | 6.62% | 6.33% | 6.59% | NA | 4.46% |
Data as of 07/25/2025, AR inception is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPITX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS IR) | 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 (%) | 1.11 | 12.14 | 10.02 | 6.62 | 6.33 | 6.59 | NA | 4.46 | 7.93 | 5.79 | 15.01 | -16.68 | 9.57 | 10.79 | 18.91 | -8.68 | 16.86 | 4.97 | 0.72 | 2.49 | 13.36 | 12.66 | -3.18 | 10.34 | 26.00 | -31.86 | -6.74 |
| Sharpe Ratio | NA | 0.75 | 0.63 | 0.43 | 0.43 | NA | NA | 0.27 | 0.87 | -0.08 | 1.33 | -1.27 | 1.07 | 0.51 | 2.42 | -1.02 | 3.25 | 0.52 | 0.08 | 0.35 | 1.66 | 1.55 | -0.22 | 0.75 | 1.47 | -1.30 | -3.11 |
| Standard Deviation(%) | NA | 11.95 | 10.49 | 10.81 | 11.19 | NA | NA | 12.71 | 13.27 | 9.60 | 8.14 | 14.23 | 8.93 | 20.69 | 7.25 | 9.81 | 5.01 | 9.17 | 8.71 | 7.18 | 8.03 | 8.19 | 14.51 | 13.70 | 17.59 | 25.15 | 22.08 |
| Draw Down(%) | NA | 11.46 | 11.81 | 22.43 | 25.07 | NA | NA | 46.73 | 11.46 | 7.98 | 7.68 | 20.59 | 4.93 | 25.07 | 3.91 | 15.42 | 1.42 | 7.87 | 8.59 | 6.76 | 8.14 | 7.32 | 15.35 | 11.18 | 17.39 | 41.01 | 8.78 |
| Yield(%) | 0.00 | 6.56 | 4.48 | 3.92 | 3.70 | 4.02 | 2.56 | 3.01 | 0.82 | 7.10 | 2.11 | 3.27 | 4.26 | 1.82 | 2.54 | 2.59 | 3.42 | 1.31 | 3.72 | 2.86 | 2.47 | 2.92 | 2.25 | 2.75 | 4.67 | 5.45 | 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 |
|---|---|---|---|---|
| GPITX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS IR) |
0.21%
Jan 2008 - Jan 2011 |
1.72%
Sep 2017 - Sep 2022 |
3.94%
Oct 2013 - Oct 2023 |
3.75%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPITX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS IR) |
17.66%
Feb 2009 - Feb 2012 |
14.56%
Feb 2009 - Feb 2014 |
9.23%
Feb 2009 - Feb 2019 |
8.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart