Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSITX (GOLDMAN SACHS SMALL CAP VALUE INSIGHTS FUND INSTITUTIONAL) | 19.26% | 45.14% | 20.64% | 3.88% | 8.82% | 8.91% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSITX (GOLDMAN SACHS SMALL CAP VALUE INSIGHTS FUND INSTITUTIONAL) | 06/27/2007 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 45.14 | 20.64 | 3.88 | 8.82 | 8.91 | NA | … | … | 19.26 | 12.95 | 10.02 | 19.26 | -14.66 | 5.28 | 0.32 | 23.52 | -10.69 | 7.49 | 31.61 | -4.77 | 6.17 | 32.20 | 12.39 | -1.67 | 30.08 | 22.79 | -31.29 | -14.77 |
| Sharpe Ratio | NA | 2.42 | 0.86 | 0.07 | 0.29 | NA | NA | … | … | 2.83 | 0.46 | 0.29 | 0.79 | -0.65 | 0.16 | 0.00 | 1.46 | -0.78 | 0.51 | 1.78 | -0.31 | 0.41 | 2.23 | 0.77 | -0.05 | 1.13 | 0.55 | -0.67 | -1.10 |
| Standard Deviation(%) | NA | 18.09 | 21.10 | 24.34 | 25.16 | NA | NA | … | … | 18.12 | 22.20 | 21.86 | 20.01 | 24.80 | 33.24 | 47.91 | 15.13 | 15.48 | 13.37 | 17.68 | 15.74 | 14.95 | 14.45 | 16.17 | 32.54 | 26.64 | 41.08 | 48.27 | 26.90 |
| Draw Down(%) | NA | 9.16 | 27.58 | 40.21 | 47.17 | NA | NA | … | … | 9.16 | 22.62 | 10.05 | 16.03 | 22.13 | 28.87 | 46.28 | 10.33 | 24.92 | 7.61 | 12.13 | 14.09 | 12.52 | 6.25 | 12.30 | 26.18 | 22.18 | 37.50 | 47.98 | 21.32 |
| Yield(%) | 0.00 | 5.63 | 8.39 | 3.69 | 5.39 | 5.89 | 13.09 | … | … | 0.00 | 5.24 | 15.44 | 1.59 | 1.07 | 0.81 | 0.72 | 0.87 | 7.45 | 8.96 | 4.62 | 5.09 | 1.88 | 0.87 | 1.35 | 0.73 | 0.96 | 6.74 | 1.19 | 54.68 |
Data as of 06/03/2026, Common starting date is 06/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSITX (GOLDMAN SACHS SMALL CAP VALUE INSIGHTS FUND INSTITUTIONAL) |
-8.73%
Mar 2017 – Mar 2020 |
-2.16%
May 2018 – May 2023 |
3.81%
Oct 2013 – Oct 2023 |
4.63%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSITX (GOLDMAN SACHS SMALL CAP VALUE INSIGHTS FUND INSTITUTIONAL) |
32.10%
Feb 2009 – Feb 2012 |
25.89%
Feb 2009 – Feb 2014 |
16.61%
Feb 2009 – Feb 2019 |
11.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart