Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSMTX (GOLDMAN SACHS DYNAMIC MUNICIPAL INCOME FUND INSTITUTIONAL) | -2.01% | -0.72% | 2.42% | 1.14% | 2.64% | 3.37% | 3.45% | 4.16% |
Data as of 07/18/2025, AR inception is 08/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSMTX (GOLDMAN SACHS DYNAMIC MUNICIPAL INCOME FUND INSTITUTIONAL) | 08/27/1997 | 07/18/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | -0.72 | 2.42 | 1.14 | 2.64 | 3.37 | 3.45 | 4.16 | -2.01 | 3.12 | 7.04 | -8.96 | 3.19 | 3.95 | 7.66 | 3.11 | 5.65 | 1.40 | 2.02 | 10.53 | -3.98 | 10.32 | 11.25 | 2.58 | 20.37 | -10.52 | -0.06 | 5.32 | 4.73 | 4.67 | 6.03 | 8.38 | 6.22 | 11.62 | -4.58 | 3.56 | 4.66 |
| Sharpe Ratio | NA | -0.80 | -0.23 | -0.25 | 0.31 | NA | NA | 0.73 | -1.15 | -1.17 | 0.75 | -2.44 | 1.98 | 0.44 | 3.77 | 1.04 | 2.63 | 0.49 | 1.25 | 5.20 | -1.20 | 4.26 | 3.71 | 0.76 | 5.95 | -1.68 | -1.14 | 1.18 | 1.27 | 1.13 | 1.61 | 2.44 | 1.40 | 2.91 | -2.58 | 0.09 | 3.54 |
| Standard Deviation(%) | NA | 4.89 | 4.06 | 3.57 | 3.89 | NA | NA | 3.46 | 5.87 | 2.97 | 3.76 | 4.25 | 1.60 | 8.49 | 1.66 | 1.74 | 1.91 | 2.45 | 1.60 | 2.02 | 3.35 | 2.43 | 3.02 | 3.26 | 3.41 | 6.80 | 2.69 | 1.75 | 2.02 | 3.28 | 3.32 | 2.99 | 2.84 | 2.59 | 3.03 | 2.71 | 3.01 |
| Draw Down(%) | NA | 4.95 | 7.19 | 13.52 | 14.20 | NA | NA | 15.05 | 4.95 | 2.07 | 5.03 | 13.23 | 2.19 | 14.20 | 1.04 | 1.46 | 1.27 | 4.84 | 1.85 | 1.58 | 7.98 | 1.88 | 2.91 | 6.29 | 2.97 | 15.05 | 4.25 | 1.09 | 1.76 | 4.86 | 4.58 | 3.64 | 3.26 | 2.85 | 6.92 | 2.85 | 1.53 |
| Yield(%) | 0.00 | 3.04 | 3.26 | 2.80 | 3.06 | 3.53 | 3.61 | 4.21 | 1.21 | 3.63 | 3.50 | 2.50 | 2.25 | 2.50 | 2.86 | 3.13 | 3.10 | 3.61 | 3.71 | 4.11 | 3.81 | 4.25 | 4.79 | 4.36 | 5.53 | 4.71 | 4.51 | 4.53 | 4.57 | 4.24 | 4.53 | 4.93 | 5.45 | 5.22 | 4.49 | 2.95 | 1.59 |
Data as of 07/18/2025, AR inception is 08/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSMTX (GOLDMAN SACHS DYNAMIC MUNICIPAL INCOME FUND INSTITUTIONAL) |
-1.98%
Dec 2005 - Dec 2008 |
0.64%
Dec 2003 - Dec 2008 |
1.95%
Oct 2012 - Oct 2022 |
3.31%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSMTX (GOLDMAN SACHS DYNAMIC MUNICIPAL INCOME FUND INSTITUTIONAL) |
11.16%
Dec 2008 - Dec 2011 |
7.79%
Dec 2008 - Dec 2013 |
6.13%
Dec 2008 - Dec 2018 |
5.70%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart