Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSEPX (GOLDMAN SACHS U.S. EQUITY INSIGHTS FUND CLASS P SHARES) | 5.00% | 12.87% | 17.92% | 14.48% | NA | NA | NA | 13.14% |
Data as of 07/22/2025, AR inception is 04/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSEPX (GOLDMAN SACHS U.S. EQUITY INSIGHTS FUND CLASS P SHARES) | 04/23/2018 | 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 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | 12.87 | 17.92 | 14.48 | NA | NA | NA | 13.14 | 5.00 | 28.74 | 23.62 | -19.34 | 29.30 | 18.28 | 25.88 | -8.56 |
| Sharpe Ratio | NA | 0.47 | 0.90 | 0.71 | NA | NA | NA | 0.53 | 0.25 | 1.91 | 1.50 | -0.85 | 2.12 | 0.51 | 1.87 | -0.83 |
| Standard Deviation(%) | NA | 20.37 | 17.48 | 17.84 | NA | NA | NA | 20.47 | 23.99 | 13.16 | 13.44 | 24.40 | 13.82 | 34.98 | 13.06 | 16.40 |
| Draw Down(%) | NA | 20.30 | 20.30 | 24.74 | NA | NA | NA | 34.46 | 20.30 | 8.56 | 9.54 | 24.42 | 5.39 | 34.46 | 7.89 | 21.43 |
| Yield(%) | 0.00 | 14.39 | 8.13 | 11.13 | 6.91 | 4.61 | 3.46 | 9.88 | 0.00 | 17.36 | 3.33 | 0.88 | 27.00 | 5.05 | 2.12 | 4.08 |
Data as of 07/22/2025, 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 |
|---|---|---|---|---|
| GSEPX (GOLDMAN SACHS U.S. EQUITY INSIGHTS FUND CLASS P SHARES) |
6.65%
Apr 2021 - Apr 2024 |
7.63%
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 |
|---|---|---|---|---|
| GSEPX (GOLDMAN SACHS U.S. EQUITY INSIGHTS FUND CLASS P SHARES) |
24.40%
Dec 2018 - Dec 2021 |
17.80%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart