Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSMAX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS A) | -3.97% | 0.07% | 7.00% | 4.12% | 10.76% | 12.72% | NA | 11.49% |
Data as of 07/25/2025, AR inception 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 | 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 0.07 | 7.00 | 4.12 | 10.76 | 12.72 | NA | 11.49 | -3.97 | 11.73 | 13.90 | -28.67 | -7.72 | 31.78 | 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 | -0.13 | 0.17 | 0.10 | 0.38 | NA | NA | 0.42 | -0.36 | 0.29 | 0.54 | -0.90 | -0.28 | 0.83 | 2.30 | 0.59 | 2.77 | -0.03 | -0.07 | 0.71 | 2.74 | 1.31 | -0.15 | 1.03 | 1.98 | -0.98 | 0.92 | 0.62 | -0.45 |
| Standard Deviation(%) | NA | 24.48 | 21.77 | 23.98 | 24.04 | NA | NA | 23.43 | 28.20 | 17.70 | 17.89 | 33.37 | 27.75 | 38.00 | 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 | 30.18 | 30.18 | 42.61 | 42.61 | NA | NA | 55.23 | 28.40 | 9.52 | 17.49 | 37.00 | 25.62 | 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 | 0.40 | 0.16 | 6.84 | 10.21 | 13.77 | 13.08 | 13.77 | 0.00 | 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 07/25/2025, AR inception 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 |
3.77%
Oct 2007 - Oct 2012 |
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