Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSCZX (SMALL CAP EQUITY INVESTOR) | 14.64% | 28.86% | 14.85% | 1.25% | 7.53% | 8.03% | 5.62% | … | … |
Data as of 06/04/2026, Common starting date is 09/14/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSCZX (SMALL CAP EQUITY INVESTOR) | 09/14/2005 | 06/04/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 28.86 | 14.85 | 1.25 | 7.53 | 8.03 | 5.62 | … | … | 14.64 | 5.72 | 10.33 | 14.58 | -21.72 | 4.37 | 18.44 | 24.98 | -13.24 | 13.66 | 17.17 | -5.98 | 3.93 | 38.48 | 15.02 | 1.22 | 27.46 | 27.75 | -37.81 | -10.56 | 2.50 | -8.82 |
| Sharpe Ratio | NA | 1.51 | 0.60 | -0.06 | 0.26 | NA | NA | … | … | 1.82 | 0.13 | 0.36 | 0.58 | -0.86 | 0.16 | 0.45 | 1.50 | -0.84 | 1.12 | 0.91 | -0.37 | 0.25 | 2.68 | 0.92 | 0.04 | 1.21 | 0.89 | -0.91 | -0.67 | -0.05 | -1.17 |
| Standard Deviation(%) | NA | 17.67 | 19.88 | 22.66 | 22.95 | NA | NA | … | … | 19.31 | 22.05 | 18.61 | 19.10 | 27.14 | 26.64 | 40.40 | 15.70 | 17.40 | 11.69 | 18.61 | 16.29 | 15.79 | 14.36 | 16.35 | 31.64 | 22.57 | 31.11 | 42.26 | 20.44 | 17.64 | 25.19 |
| Draw Down(%) | NA | 11.12 | 26.60 | 40.51 | 40.87 | NA | NA | … | … | 11.12 | 24.57 | 9.48 | 17.61 | 25.64 | 22.96 | 39.49 | 9.35 | 28.27 | 6.78 | 16.48 | 15.79 | 11.93 | 5.15 | 13.45 | 28.28 | 17.78 | 30.80 | 51.50 | 20.15 | 16.02 | 12.45 |
| Yield(%) | 0.00 | 11.37 | 7.30 | 3.09 | 5.61 | 7.04 | 4.94 | … | … | 0.00 | 10.71 | 6.27 | 2.71 | 0.09 | 0.00 | 0.05 | 4.53 | 17.46 | 7.94 | 1.46 | 5.23 | 9.98 | 23.01 | 5.90 | 0.12 | 0.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/14/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSCZX (SMALL CAP EQUITY INVESTOR) |
-24.63%
Feb 2006 – Feb 2009 |
-4.94%
Nov 2005 – Nov 2010 |
2.14%
Jan 2006 – Jan 2016 |
4.13%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSCZX (SMALL CAP EQUITY INVESTOR) |
31.14%
Feb 2009 – Feb 2012 |
26.99%
Feb 2009 – Feb 2014 |
15.92%
Feb 2009 – Feb 2019 |
11.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart