Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSAJX (Goldman Sachs Small Cap Growth Fund) | 1.29% | 7.82% | 11.14% | 8.52% | NA | NA | NA | 13.17% |
Data as of 08/01/2025, AR inception is 11/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSAJX (Goldman Sachs Small Cap Growth Fund) | 11/01/2019 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 7.82 | 11.14 | 8.52 | NA | NA | NA | 13.17 | 1.29 | 20.40 | 20.24 | -28.72 | 8.51 | 54.90 | 5.65 |
| Sharpe Ratio | NA | 0.11 | 0.41 | 0.30 | NA | NA | NA | 0.34 | -0.06 | 0.82 | 0.90 | -0.86 | 0.34 | 1.45 | 4.13 |
| Standard Deviation(%) | NA | 25.48 | 22.79 | 25.52 | NA | NA | NA | 27.99 | 27.52 | 20.51 | 18.57 | 35.27 | 24.98 | 37.50 | 9.74 |
| Draw Down(%) | NA | 27.03 | 27.03 | 41.66 | NA | NA | NA | 41.66 | 24.91 | 10.40 | 15.87 | 36.66 | 17.12 | 37.91 | 2.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.35 | 2.70 | 1.80 | 1.35 | 5.40 | 0.00 | 0.00 | 0.00 | 0.00 | 10.47 | 10.53 | 0.23 |
Data as of 08/01/2025, AR inception is 11/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSAJX (Goldman Sachs Small Cap Growth Fund) |
-4.35%
Jan 2021 - Jan 2024 |
9.14%
Jul 2020 - Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSAJX (Goldman Sachs Small Cap Growth Fund) |
17.57%
Mar 2020 - Mar 2023 |
14.47%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart