Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSBEX (Goldman Sachs Small Cap Growth Fund Class R6 Shares) | 0.77% | 6.54% | 12.62% | 9.65% | NA | NA | NA | 13.05% |
Data as of 07/24/2025, AR inception is 11/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSBEX (Goldman Sachs Small Cap Growth Fund Class R6 Shares) | 11/01/2019 | 07/24/2025 |
| 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 (%) | -1.57 | 6.54 | 12.62 | 9.65 | NA | NA | NA | 13.05 | 0.77 | 20.40 | 20.24 | -28.72 | 8.50 | 54.90 | 5.65 |
| Sharpe Ratio | NA | 0.18 | 0.51 | 0.30 | NA | NA | NA | 0.35 | 0.05 | 0.82 | 0.90 | -0.86 | 0.34 | 1.45 | 4.13 |
| Standard Deviation(%) | NA | 25.58 | 22.90 | 25.52 | NA | NA | NA | 28.03 | 27.89 | 20.47 | 18.49 | 35.30 | 25.02 | 37.53 | 9.74 |
| Draw Down(%) | NA | 27.03 | 27.03 | 41.60 | NA | NA | NA | 41.60 | 24.95 | 10.46 | 15.79 | 36.59 | 17.12 | 37.91 | 2.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.61 | 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 07/24/2025, 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 |
|---|---|---|---|---|
| GSBEX (Goldman Sachs Small Cap Growth Fund Class R6 Shares) |
-4.33%
Jan 2021 - Jan 2024 |
10.17%
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 |
|---|---|---|---|---|
| GSBEX (Goldman Sachs Small Cap Growth Fund Class R6 Shares) |
17.60%
Mar 2020 - Mar 2023 |
14.47%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart