Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSMEX (GOLDMAN SACHS DYNAMIC MUNICIPAL INCOME FUND SERVICE) | 1.17% | 5.53% | 3.73% | 0.69% | 2.18% | 3.20% | 3.17% | … | … |
Data as of 06/10/2026, Common starting date is 08/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSMEX (GOLDMAN SACHS DYNAMIC MUNICIPAL INCOME FUND SERVICE) | 08/27/1997 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 5.53 | 3.73 | 0.69 | 2.18 | 3.20 | 3.17 | … | … | 1.17 | 3.04 | 2.91 | 6.42 | -9.36 | 2.61 | 3.40 | 7.10 | 2.65 | 5.18 | 0.84 | 1.58 | 9.94 | -4.42 | 9.83 | 10.66 | 1.88 | 19.85 | -10.79 | -0.38 | 4.98 | 4.42 | 4.25 | 5.56 | 7.88 | 5.73 | 11.42 | -5.00 | 3.37 | 4.52 |
| Sharpe Ratio | NA | 1.33 | 0.15 | -0.48 | 0.15 | NA | NA | … | … | 0.29 | 0.03 | -0.24 | 0.75 | -2.57 | 1.71 | 0.37 | 3.74 | 0.76 | 2.41 | 0.26 | 1.04 | 5.01 | -1.35 | 4.09 | 3.68 | 0.56 | 5.69 | -1.73 | -1.32 | 0.92 | 1.09 | 1.01 | 1.50 | 2.31 | 1.21 | 2.88 | -2.82 | -0.04 | 3.41 |
| Standard Deviation(%) | NA | 2.33 | 3.69 | 3.61 | 3.90 | NA | NA | … | … | 2.52 | 4.55 | 2.97 | 3.74 | 4.21 | 1.51 | 8.51 | 1.50 | 1.68 | 1.88 | 2.38 | 1.49 | 1.98 | 3.29 | 2.41 | 2.89 | 3.20 | 3.47 | 6.79 | 2.67 | 1.72 | 1.98 | 3.22 | 3.22 | 2.91 | 2.76 | 2.50 | 2.97 | 2.70 | 2.93 |
| Draw Down(%) | NA | 2.45 | 5.19 | 14.01 | 14.18 | NA | NA | … | … | 2.45 | 5.02 | 2.11 | 5.19 | 13.54 | 2.12 | 14.18 | 0.97 | 1.50 | 1.27 | 4.99 | 2.04 | 1.61 | 8.15 | 1.87 | 2.89 | 6.33 | 2.98 | 15.24 | 4.33 | 1.12 | 1.76 | 4.98 | 4.70 | 3.62 | 3.28 | 2.88 | 7.17 | 2.85 | 1.53 |
| Yield(%) | 0.00 | 3.12 | 3.14 | 2.48 | 2.52 | 3.07 | 3.17 | … | … | 1.10 | 3.27 | 3.12 | 3.00 | 2.05 | 1.75 | 1.98 | 2.34 | 2.62 | 2.65 | 3.11 | 3.21 | 3.59 | 3.33 | 3.74 | 4.26 | 3.72 | 5.16 | 4.41 | 4.17 | 4.22 | 4.27 | 3.84 | 4.02 | 4.40 | 4.85 | 4.85 | 4.00 | 2.69 | 1.45 |
Data as of 06/10/2026, Common starting date is 08/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSMEX (GOLDMAN SACHS DYNAMIC MUNICIPAL INCOME FUND SERVICE) |
-2.34%
Oct 2019 – Oct 2022 |
0.31%
Dec 2003 – Dec 2008 |
1.44%
Oct 2012 – Oct 2022 |
2.77%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSMEX (GOLDMAN SACHS DYNAMIC MUNICIPAL INCOME FUND SERVICE) |
10.55%
Dec 2008 – Dec 2011 |
7.28%
Jan 2000 – Jan 2005 |
5.60%
Dec 2008 – Dec 2018 |
5.25%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart