Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSIIX (GOLDMAN SACHS GROWTH AND INCOME FUND INSTITUTIONAL) | 7.06% | 15.47% | 10.93% | 10.29% | 7.54% | 10.05% | 6.97% | 6.47% |
Data as of 07/03/2025, AR inception is 06/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSIIX (GOLDMAN SACHS GROWTH AND INCOME FUND INSTITUTIONAL) | 06/27/1996 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.24 | 15.47 | 10.93 | 10.29 | 7.54 | 10.05 | 6.97 | 6.47 | 7.06 | 7.12 | 5.37 | -7.22 | 14.60 | 3.83 | 25.41 | -5.72 | 11.36 | 13.70 | -2.69 | 11.52 | 32.99 | 20.09 | -7.29 | 12.55 | 18.68 | -35.29 | 1.84 | 22.76 | 4.15 | 19.64 | 24.44 | -11.24 | -9.49 | -5.89 | 6.26 | -4.98 | 28.27 | 7.85 |
| Sharpe Ratio | NA | 0.64 | 0.42 | 0.59 | 0.34 | NA | NA | 0.27 | 0.36 | 0.04 | 0.10 | -0.46 | 1.05 | 0.11 | 2.36 | -0.50 | 1.44 | 0.99 | -0.18 | 1.03 | 2.91 | 1.46 | -0.28 | 0.64 | 0.72 | -0.93 | -0.07 | 2.05 | 0.19 | 1.85 | 1.70 | -0.58 | -0.63 | -0.49 | 0.21 | -0.53 | 1.68 | 0.83 |
| Standard Deviation(%) | NA | 15.69 | 14.21 | 14.81 | 16.87 | NA | NA | 17.96 | 19.45 | 13.17 | 11.66 | 18.80 | 13.83 | 34.10 | 10.18 | 14.10 | 7.50 | 13.64 | 15.30 | 11.14 | 11.32 | 13.84 | 25.79 | 19.41 | 25.96 | 38.93 | 16.36 | 9.56 | 10.22 | 10.10 | 13.95 | 21.21 | 19.01 | 20.38 | 14.38 | 15.78 | 14.66 | 15.02 |
| Draw Down(%) | NA | 14.67 | 14.67 | 18.02 | 35.07 | NA | NA | 54.65 | 14.67 | 13.73 | 9.17 | 15.70 | 7.74 | 35.07 | 5.16 | 15.83 | 4.54 | 11.68 | 14.80 | 8.57 | 5.49 | 10.73 | 24.78 | 16.68 | 26.36 | 46.12 | 11.92 | 7.18 | 6.61 | 6.51 | 13.06 | 25.26 | 25.05 | 13.27 | 17.36 | 26.83 | 9.27 | 8.44 |
| Yield(%) | 0.00 | 9.39 | 4.93 | 4.28 | 4.09 | 5.89 | 4.51 | 4.87 | 0.30 | 10.54 | 2.04 | 1.87 | 1.94 | 1.81 | 6.85 | 2.78 | 2.73 | 2.40 | 2.17 | 1.57 | 1.75 | 1.79 | 1.66 | 2.18 | 2.13 | 2.46 | 13.15 | 7.45 | 1.80 | 2.54 | 1.76 | 1.60 | 0.00 | 0.00 | 6.86 | 1.19 | 12.40 | 1.63 |
Data as of 07/03/2025, AR inception is 06/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSIIX (GOLDMAN SACHS GROWTH AND INCOME FUND INSTITUTIONAL) |
-13.90%
Feb 2006 - Feb 2009 |
-8.13%
Mar 1998 - Mar 2003 |
-1.67%
Apr 1999 - Apr 2009 |
1.77%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSIIX (GOLDMAN SACHS GROWTH AND INCOME FUND INSTITUTIONAL) |
23.80%
Sep 2011 - Sep 2014 |
19.39%
Feb 2009 - Feb 2014 |
13.09%
Feb 2009 - Feb 2019 |
10.89%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart