Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GRGVX (GOLDMAN SACHS DYNAMIC U.S. EQUITY FUND CLASS R) | -7.77% | -1.16% | 10.97% | 7.44% | 8.06% | 10.41% | NA | 10.22% |
Data as of 07/21/2025, AR inception is 12/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRGVX (GOLDMAN SACHS DYNAMIC U.S. EQUITY FUND CLASS R) | 12/01/2009 | 07/21/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.16 | 10.97 | 7.44 | 8.06 | 10.41 | NA | 10.22 | -7.77 | 21.68 | 20.94 | -21.01 | 24.50 | 9.21 | 32.15 | -2.22 | 18.13 | 4.37 | -2.41 | 12.12 | 32.62 | 18.01 | -5.36 | 12.72 | 1.19 |
| Sharpe Ratio | NA | -0.20 | 0.54 | 0.30 | 0.35 | NA | NA | 0.50 | -0.75 | 1.21 | 1.28 | -0.90 | 1.79 | 0.26 | 2.63 | -0.21 | 2.35 | 0.29 | -0.15 | 1.05 | 2.84 | 1.36 | -0.22 | 0.68 | 1.50 |
| Standard Deviation(%) | NA | 19.23 | 17.07 | 18.18 | 18.64 | NA | NA | 17.82 | 22.55 | 12.50 | 13.19 | 24.85 | 13.64 | 34.99 | 11.71 | 16.66 | 7.47 | 14.16 | 15.91 | 11.58 | 11.48 | 13.28 | 24.68 | 18.63 | 10.11 |
| Draw Down(%) | NA | 20.95 | 20.95 | 30.41 | 32.18 | NA | NA | 32.18 | 20.95 | 8.20 | 12.02 | 29.26 | 6.54 | 32.18 | 5.52 | 17.90 | 3.43 | 14.61 | 14.44 | 7.55 | 6.01 | 11.00 | 22.50 | 16.16 | 1.58 |
| Yield(%) | 0.00 | 10.13 | 4.74 | 3.02 | 5.57 | 8.61 | 6.29 | 8.39 | 9.27 | 0.27 | 0.10 | 0.11 | 0.00 | 0.26 | 6.28 | 8.92 | 22.53 | 0.02 | 9.31 | 17.23 | 10.86 | 0.54 | 0.99 | 0.40 | 0.00 |
Data as of 07/21/2025, AR inception is 12/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRGVX (GOLDMAN SACHS DYNAMIC U.S. EQUITY FUND CLASS R) |
1.36%
Sep 2019 - Sep 2022 |
5.06%
Mar 2015 - Mar 2020 |
7.60%
Oct 2013 - Oct 2023 |
9.69%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRGVX (GOLDMAN SACHS DYNAMIC U.S. EQUITY FUND CLASS R) |
22.37%
Sep 2011 - Sep 2014 |
16.76%
Oct 2016 - Oct 2021 |
14.12%
Sep 2011 - Sep 2021 |
11.16%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart