Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSMCX (GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL) | 15.13% | 27.01% | 16.93% | 9.58% | 11.11% | 10.49% | 9.02% | … | … |
Data as of 06/04/2026, Common starting date is 12/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSMCX (GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL) | 12/21/1995 | 06/04/2026 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.52 | 27.01 | 16.93 | 9.58 | 11.11 | 10.49 | 9.02 | … | … | 15.13 | 9.77 | 12.13 | 11.95 | -10.25 | 30.75 | 8.78 | 32.04 | -10.53 | 11.14 | 13.30 | -9.08 | 13.68 | 32.88 | 18.54 | -6.26 | 24.85 | 33.18 | -36.50 | 3.35 | 16.05 | 13.49 | 17.48 | 28.01 | -4.60 | 12.35 | 30.88 | -0.34 | -5.52 | 36.16 | 21.41 | 1.55 |
| Sharpe Ratio | NA | 1.45 | 0.81 | 0.36 | 0.48 | NA | NA | … | … | 1.67 | 0.37 | 0.64 | 0.53 | -0.49 | 1.94 | 0.22 | 2.70 | -0.81 | 1.19 | 0.89 | -0.58 | 1.12 | 2.61 | 1.31 | -0.23 | 1.11 | 1.10 | -0.94 | 0.01 | 1.17 | 0.72 | 1.24 | 1.98 | -0.28 | 0.62 | 1.66 | -0.30 | -0.52 | 2.50 | 1.96 | NA |
| Standard Deviation(%) | NA | 14.14 | 15.84 | 17.71 | 19.42 | NA | NA | … | … | 16.30 | 18.52 | 13.37 | 15.76 | 23.79 | 15.86 | 39.49 | 11.34 | 14.74 | 8.83 | 14.64 | 15.60 | 12.21 | 12.57 | 14.21 | 27.77 | 22.26 | 30.09 | 39.54 | 17.06 | 10.88 | 15.53 | 13.34 | 13.80 | 20.76 | 16.13 | 16.02 | 12.57 | 17.12 | 12.91 | 8.97 | NA |
| Draw Down(%) | NA | 9.17 | 21.42 | 21.42 | 42.57 | NA | NA | … | … | 9.17 | 19.34 | 8.40 | 14.93 | 20.03 | 6.82 | 42.57 | 5.19 | 19.48 | 4.34 | 14.12 | 15.21 | 10.37 | 6.11 | 10.66 | 25.64 | 17.92 | 25.10 | 50.56 | 14.39 | 9.33 | 7.28 | 7.31 | 12.30 | 23.80 | 15.21 | 13.13 | 21.38 | 32.47 | 8.35 | 10.19 | NA |
| Yield(%) | 0.00 | 14.11 | 9.81 | 9.66 | 9.69 | 9.96 | 8.67 | … | … | 0.00 | 14.09 | 7.84 | 5.26 | 11.02 | 19.30 | 0.75 | 4.39 | 13.92 | 15.11 | 1.68 | 11.07 | 20.18 | 18.70 | 1.44 | 0.87 | 0.88 | 1.68 | 1.20 | 11.74 | 5.56 | 8.00 | 0.76 | 1.04 | 2.83 | 3.75 | 0.00 | 10.23 | 5.07 | 16.45 | 7.57 | 0.77 |
Data as of 06/04/2026, Common starting date is 12/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSMCX (GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL) |
-14.76%
Feb 2006 – Feb 2009 |
-4.16%
Feb 2004 – Feb 2009 |
5.00%
Feb 1999 – Feb 2009 |
5.53%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSMCX (GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL) |
26.71%
Feb 2009 – Feb 2012 |
24.59%
Feb 2009 – Feb 2014 |
14.73%
Jul 1996 – Jul 2006 |
13.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart