Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSDPX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS P SHARES) | 5.32% | 12.18% | 18.73% | 14.36% | NA | NA | NA | 12.37% |
Data as of 07/18/2025, AR inception is 04/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSDPX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS P SHARES) | 04/23/2018 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 12.18 | 18.73 | 14.36 | NA | NA | NA | 12.37 | 5.32 | 25.96 | 23.83 | -20.25 | 29.22 | 17.53 | 25.95 | -9.69 |
| Sharpe Ratio | NA | 0.43 | 0.86 | 0.68 | NA | NA | NA | 0.49 | 0.29 | 1.59 | 1.47 | -0.88 | 2.00 | 0.48 | 1.87 | -0.91 |
| Standard Deviation(%) | NA | 20.69 | 17.84 | 18.42 | NA | NA | NA | 20.95 | 23.92 | 14.06 | 13.85 | 24.86 | 14.61 | 35.79 | 13.11 | 16.66 |
| Draw Down(%) | NA | 20.18 | 20.18 | 25.86 | NA | NA | NA | 35.52 | 20.18 | 9.15 | 10.29 | 25.40 | 5.82 | 35.52 | 8.00 | 22.57 |
| Yield(%) | 0.00 | 1.85 | 1.38 | 1.25 | 0.87 | 0.58 | 0.44 | 1.24 | 0.00 | 2.20 | 0.68 | 0.57 | 0.57 | 0.83 | 0.87 | 0.84 |
Data as of 07/18/2025, AR inception is 04/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSDPX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS P SHARES) |
6.60%
Dec 2019 - Dec 2022 |
7.17%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSDPX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS P SHARES) |
24.14%
Dec 2018 - Dec 2021 |
17.77%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart