Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSBAX (Goldman Sachs Small Cap Growth Fund Class C Shares) | 0.75% | 4.01% | 11.65% | 8.18% | NA | NA | NA | 11.76% |
Data as of 07/22/2025, AR inception is 11/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSBAX (Goldman Sachs Small Cap Growth Fund Class C Shares) | 11/01/2019 | 07/22/2025 |
| 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 (%) | 1.30 | 4.01 | 11.65 | 8.18 | NA | NA | NA | 11.76 | 0.75 | 19.07 | 19.03 | -29.59 | 7.42 | 53.11 | 5.46 |
| Sharpe Ratio | NA | 0.14 | 0.46 | 0.26 | NA | NA | NA | 0.31 | 0.01 | 0.75 | 0.84 | -0.88 | 0.30 | 1.41 | 3.95 |
| Standard Deviation(%) | NA | 25.60 | 22.93 | 25.51 | NA | NA | NA | 28.00 | 27.89 | 20.51 | 18.58 | 35.23 | 25.03 | 37.40 | 9.78 |
| Draw Down(%) | NA | 27.27 | 27.27 | 42.03 | NA | NA | NA | 42.03 | 25.08 | 10.53 | 16.11 | 36.94 | 17.33 | 37.98 | 2.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.51 | 2.65 | 1.77 | 1.33 | 5.31 | 0.00 | 0.00 | 0.00 | 0.00 | 10.57 | 10.26 | 0.04 |
Data as of 07/22/2025, 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 |
|---|---|---|---|---|
| GSBAX (Goldman Sachs Small Cap Growth Fund Class C Shares) |
-5.38%
Jan 2021 - Jan 2024 |
8.97%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSBAX (Goldman Sachs Small Cap Growth Fund Class C Shares) |
16.30%
Mar 2020 - Mar 2023 |
13.23%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart