Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GSMAX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS A) 17.54% 28.65% 13.08% 3.08% 14.08% 13.06% 12.02%
Data as of 06/03/2026, Common starting date is 07/28/2005
More Performance Analytics Comparison
Name Start Date End Date
GSMAX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS A) 07/28/2005 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 2006 2005
Annualized Return (%) 1.09 28.65 13.08 3.08 14.08 13.06 12.02 17.54 1.90 11.13 14.92 -28.67 7.57 52.61 37.78 20.10 27.73 -0.25 -1.17 10.63 35.54 20.81 -4.26 21.12 58.57 -40.17 18.86 12.73 -1.23
Sharpe Ratio NA 1.31 0.48 0.00 0.51 NA NA 1.73 -0.04 0.41 0.64 -0.90 0.34 1.48 2.30 0.59 2.77 -0.03 -0.07 0.71 2.74 1.31 -0.15 1.03 1.98 -0.98 0.91 0.61 -0.46
Standard Deviation(%) NA 20.24 21.09 23.67 24.15 NA NA 24.79 24.15 18.20 17.87 33.37 22.40 35.22 15.80 31.91 9.81 17.84 16.06 14.99 12.97 16.01 28.59 20.34 29.56 41.74 17.30 15.34 11.98
Draw Down(%) NA 12.56 30.18 42.61 42.61 NA NA 12.56 28.40 9.52 17.49 37.00 14.28 33.96 7.59 15.76 4.86 18.92 14.75 9.88 4.48 10.70 26.67 16.19 21.82 53.59 11.24 18.01 7.91
Yield(%) 0.00 17.43 6.66 5.72 12.79 13.16 14.46 0.00 16.21 0.44 0.00 0.00 15.19 19.88 18.81 34.73 15.35 3.63 3.62 8.65 6.29 5.65 4.43 2.17 0.00 0.00 8.04 0.00 0.00
Data as of 06/03/2026, Common starting date is 07/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GSMAX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS A) -12.75%
Feb 2006 – Feb 2009
-0.40%
Mar 2021 – Mar 2026
7.88%
Feb 2006 – Feb 2016
10.60%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GSMAX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS A) 41.51%
Oct 2018 – Oct 2021
30.81%
Oct 2016 – Oct 2021
21.71%
Sep 2011 – Sep 2021
17.55%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return