Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSIOX (GOLDMAN SACHS SMALL CAP GROWTH INSIGHTS FUND INSTITUTIONAL) | 2.01% | 8.02% | 13.71% | -7.21% | -0.16% | 5.27% | NA | 3.21% |
Data as of 07/25/2025, AR inception is 06/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSIOX (GOLDMAN SACHS SMALL CAP GROWTH INSIGHTS FUND INSTITUTIONAL) | 06/28/2007 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 8.02 | 13.71 | -7.21 | -0.16 | 5.27 | NA | 3.21 | 2.01 | 21.45 | 21.29 | -27.09 | -49.22 | 14.93 | 26.50 | -7.15 | 18.41 | 13.90 | 0.65 | 6.70 | 38.48 | 15.02 | 1.48 | 32.83 | 35.85 | -38.73 | -9.83 |
| Sharpe Ratio | NA | 0.18 | 0.44 | -0.21 | -0.05 | NA | NA | 0.07 | 0.02 | 0.68 | 0.88 | -0.90 | -0.59 | 0.35 | 1.44 | -0.44 | 1.41 | 0.71 | 0.03 | 0.37 | 2.54 | 0.87 | 0.04 | 1.28 | 1.04 | -0.87 | -0.84 |
| Standard Deviation(%) | NA | 26.21 | 23.42 | 43.33 | 35.12 | NA | NA | 32.13 | 27.98 | 22.00 | 19.53 | 31.85 | 82.82 | 41.83 | 17.42 | 19.51 | 12.70 | 19.27 | 17.72 | 17.91 | 15.13 | 17.32 | 33.46 | 25.49 | 34.51 | 45.36 | 25.21 |
| Draw Down(%) | NA | 28.21 | 28.21 | 71.86 | 71.86 | NA | NA | 71.86 | 26.14 | 10.90 | 18.26 | 33.89 | 59.84 | 43.43 | 9.45 | 28.29 | 5.78 | 17.10 | 15.50 | 12.43 | 5.61 | 13.26 | 28.60 | 19.45 | 28.89 | 53.11 | 17.42 |
| Yield(%) | 0.00 | 0.84 | 0.50 | 0.16 | 2.47 | 4.78 | 3.58 | 3.97 | 0.00 | 0.98 | 0.00 | 0.28 | 0.00 | 0.08 | 1.38 | 9.05 | 4.17 | 0.23 | 7.81 | 5.29 | 9.20 | 1.19 | 0.00 | 1.00 | 0.79 | 0.00 | 36.21 |
Data as of 07/25/2025, AR inception is 06/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSIOX (GOLDMAN SACHS SMALL CAP GROWTH INSIGHTS FUND INSTITUTIONAL) |
-25.27%
Apr 2021 - Apr 2024 |
-14.46%
Sep 2018 - Sep 2023 |
-2.56%
Oct 2013 - Oct 2023 |
0.98%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSIOX (GOLDMAN SACHS SMALL CAP GROWTH INSIGHTS FUND INSTITUTIONAL) |
34.62%
Feb 2009 - Feb 2012 |
28.86%
Feb 2009 - Feb 2014 |
18.73%
Feb 2009 - Feb 2019 |
8.36%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart