Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSMSX (GOLDMAN SACHS MID CAP VALUE FUND SERVICE) | 14.88% | 26.38% | 16.35% | 2.95% | 7.43% | 7.85% | 6.94% | … | … |
Data as of 06/04/2026, Common starting date is 08/28/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSMSX (GOLDMAN SACHS MID CAP VALUE FUND SERVICE) | 08/28/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.50 | 26.38 | 16.35 | 2.95 | 7.43 | 7.85 | 6.94 | … | … | 14.88 | 9.22 | 11.61 | 11.37 | -21.15 | 10.56 | 8.26 | 31.38 | -10.98 | 10.56 | 12.73 | -9.52 | 13.11 | 32.19 | 17.94 | -6.71 | 24.36 | 32.48 | -36.79 | 2.83 | 15.49 | 12.88 | 16.97 | 27.38 | -5.05 | 11.85 | 30.56 | -0.80 | -5.98 | 25.44 |
| Sharpe Ratio | NA | 1.40 | 0.77 | -0.01 | 0.27 | NA | NA | … | … | 1.63 | 0.34 | 0.60 | 0.49 | -0.85 | 0.45 | 0.20 | 2.64 | -0.85 | 1.13 | 0.86 | -0.61 | 1.07 | 2.56 | 1.27 | -0.24 | 1.09 | 1.08 | -0.95 | -0.02 | 1.11 | 0.69 | 1.22 | 1.93 | -0.30 | 0.61 | 1.62 | -0.33 | -0.55 | 2.25 |
| Standard Deviation(%) | NA | 14.14 | 15.83 | 19.98 | 20.51 | NA | NA | … | … | 16.32 | 18.49 | 13.35 | 15.76 | 26.51 | 23.31 | 39.61 | 11.34 | 14.68 | 8.82 | 14.62 | 15.60 | 12.21 | 12.56 | 14.22 | 27.71 | 22.25 | 30.10 | 39.48 | 17.07 | 10.93 | 15.38 | 13.11 | 13.79 | 20.74 | 15.78 | 16.27 | 12.56 | 17.18 | 40.34 |
| Draw Down(%) | NA | 9.21 | 21.54 | 37.18 | 42.61 | NA | NA | … | … | 9.21 | 19.42 | 8.40 | 15.02 | 23.02 | 18.99 | 42.61 | 5.22 | 19.56 | 4.39 | 14.18 | 15.38 | 10.42 | 6.14 | 10.75 | 25.78 | 17.96 | 25.14 | 50.68 | 14.60 | 9.40 | 7.27 | 7.37 | 12.37 | 23.95 | 15.23 | 13.16 | 21.48 | 32.59 | 8.40 |
| Yield(%) | 0.00 | 14.43 | 9.74 | 4.36 | 6.15 | 7.58 | 6.75 | … | … | 0.00 | 14.38 | 7.68 | 4.94 | 0.32 | 0.20 | 0.24 | 3.78 | 13.84 | 14.96 | 1.01 | 10.84 | 19.87 | 18.44 | 0.88 | 0.38 | 0.46 | 1.17 | 0.78 | 11.44 | 5.20 | 7.76 | 0.41 | 0.79 | 2.76 | 2.82 | 0.00 | 9.68 | 4.92 | 14.99 |
Data as of 06/04/2026, Common starting date is 08/28/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSMSX (GOLDMAN SACHS MID CAP VALUE FUND SERVICE) |
-15.17%
Feb 2006 – Feb 2009 |
-4.64%
Feb 2004 – Feb 2009 |
3.42%
Oct 2013 – Oct 2023 |
4.73%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSMSX (GOLDMAN SACHS MID CAP VALUE FUND SERVICE) |
26.10%
Feb 2009 – Feb 2012 |
23.99%
Feb 2009 – Feb 2014 |
13.87%
Feb 2009 – Feb 2019 |
11.98%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart