Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GQIRX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS IR SHARES) | 9.38% | 26.14% | 20.99% | 12.01% | 13.77% | 13.43% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GQIRX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS IR SHARES) | 09/03/2010 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.03 | 26.14 | 20.99 | 12.01 | 13.77 | 13.43 | NA | … | … | 9.38 | 15.27 | 25.87 | 23.70 | -20.31 | 29.12 | 17.43 | 27.82 | -7.95 | 20.14 | 9.43 | -0.02 | 13.57 | 38.49 | 16.06 | 3.35 | 15.54 |
| Sharpe Ratio | NA | 1.85 | 1.13 | 0.54 | 0.64 | NA | NA | … | … | 1.46 | 0.64 | 1.58 | 1.45 | -0.88 | 1.99 | 0.48 | 1.99 | -0.53 | 2.47 | 0.66 | 0.00 | 1.06 | 3.15 | 1.22 | 0.14 | 4.36 |
| Standard Deviation(%) | NA | 12.67 | 15.73 | 17.74 | 18.95 | NA | NA | … | … | 14.22 | 19.33 | 14.05 | 13.99 | 24.85 | 14.61 | 35.82 | 13.22 | 17.67 | 7.92 | 14.06 | 15.96 | 12.79 | 12.22 | 13.21 | 24.36 | 12.79 |
| Draw Down(%) | NA | 10.01 | 20.19 | 25.91 | 35.54 | NA | NA | … | … | 10.01 | 20.19 | 9.15 | 10.30 | 25.46 | 5.82 | 35.54 | 8.05 | 22.61 | 3.29 | 13.68 | 12.43 | 8.75 | 5.95 | 11.32 | 19.91 | 3.91 |
| Yield(%) | 0.00 | 0.52 | 1.19 | 0.89 | 1.55 | 2.32 | 2.14 | … | … | 0.00 | 0.52 | 2.11 | 0.58 | 0.49 | 0.46 | 0.72 | 2.50 | 0.70 | 0.86 | 0.96 | 0.89 | 0.69 | 2.56 | 1.54 | 1.32 | 1.18 |
Data as of 06/05/2026, Common starting date is 09/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GQIRX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS IR SHARES) |
1.68%
Mar 2017 – Mar 2020 |
3.63%
Mar 2015 – Mar 2020 |
9.44%
Oct 2013 – Oct 2023 |
12.25%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GQIRX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS IR SHARES) |
24.68%
Dec 2018 – Dec 2021 |
17.67%
Mar 2020 – Mar 2025 |
15.75%
Sep 2011 – Sep 2021 |
13.55%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart