Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSMVX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND INSTITUTIONAL) | -0.30% | 1.53% | 7.14% | 12.00% | 7.30% | NA | NA | 8.05% |
Data as of 07/22/2025, AR inception is 02/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSMVX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND INSTITUTIONAL) | 02/04/2014 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 1.53 | 7.14 | 12.00 | 7.30 | NA | NA | 8.05 | -0.30 | 11.10 | 11.78 | -15.46 | 30.83 | 8.12 | 26.63 | -14.81 | 15.30 | 17.43 | -4.36 | 13.34 |
| Sharpe Ratio | NA | -0.01 | 0.28 | 0.51 | 0.28 | NA | NA | 0.32 | -0.06 | 0.45 | 0.46 | -0.67 | 1.57 | 0.19 | 1.93 | -1.05 | 1.48 | 1.12 | -0.30 | 1.21 |
| Standard Deviation(%) | NA | 22.10 | 19.99 | 20.72 | 21.36 | NA | NA | 20.42 | 24.86 | 16.71 | 17.72 | 25.12 | 19.61 | 41.63 | 13.01 | 15.46 | 9.92 | 15.43 | 14.82 | 12.19 |
| Draw Down(%) | NA | 25.21 | 25.21 | 25.21 | 44.27 | NA | NA | 44.27 | 22.98 | 9.05 | 15.90 | 23.67 | 9.05 | 44.27 | 7.09 | 22.45 | 4.99 | 13.89 | 13.27 | 9.88 |
| Yield(%) | 0.00 | 2.18 | 3.58 | 4.89 | 3.97 | 3.15 | 2.36 | 4.29 | 0.00 | 2.39 | 1.03 | 6.24 | 7.30 | 0.72 | 1.19 | 5.95 | 4.91 | 1.07 | 0.68 | 2.12 |
Data as of 07/22/2025, AR inception is 02/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSMVX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND INSTITUTIONAL) |
-6.68%
Mar 2017 - Mar 2020 |
-1.76%
Mar 2015 - Mar 2020 |
6.24%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSMVX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND INSTITUTIONAL) |
21.71%
Mar 2020 - Mar 2023 |
15.39%
Mar 2020 - Mar 2025 |
8.51%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart