Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSFPX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND CLASS P SHARES) | 5.17% | 12.87% | 16.54% | 13.37% | NA | NA | NA | 12.07% |
Data as of 07/18/2025, AR inception is 04/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSFPX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM 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 (%) | 0.39 | 12.87 | 16.54 | 13.37 | NA | NA | NA | 12.07 | 5.17 | 22.20 | 21.50 | -14.56 | 22.90 | 14.07 | 25.75 | -5.58 |
| Sharpe Ratio | NA | 0.54 | 0.87 | 0.74 | NA | NA | NA | 0.54 | 0.31 | 1.89 | 1.62 | -0.72 | 2.24 | 0.41 | 2.30 | -0.64 |
| Standard Deviation(%) | NA | 17.90 | 15.17 | 15.35 | NA | NA | NA | 18.40 | 21.84 | 9.84 | 11.14 | 22.16 | 10.19 | 33.42 | 10.56 | 14.71 |
| Draw Down(%) | NA | 17.56 | 17.56 | 21.65 | NA | NA | NA | 32.66 | 17.56 | 6.69 | 8.83 | 21.65 | 3.95 | 32.66 | 5.50 | 17.75 |
| Yield(%) | 0.00 | 6.78 | 7.42 | 7.63 | 5.40 | 3.60 | 2.70 | 7.71 | 0.32 | 8.03 | 7.41 | 5.71 | 7.05 | 7.59 | 8.63 | 6.54 |
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 |
|---|---|---|---|---|
| GSFPX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND CLASS P SHARES) |
5.76%
Sep 2019 - Sep 2022 |
8.12%
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 |
|---|---|---|---|---|
| GSFPX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND CLASS P SHARES) |
20.80%
Dec 2018 - Dec 2021 |
16.28%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart