Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSPAX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND CLASS A) | 4.07% | 11.54% | 15.18% | 13.27% | 10.66% | 11.58% | NA | 8.86% |
Data as of 07/08/2025, AR inception is 09/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSPAX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND CLASS A) | 09/08/2005 | 07/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 11.54 | 15.18 | 13.27 | 10.66 | 11.58 | NA | 8.86 | 4.07 | 21.86 | 21.09 | -14.82 | 22.39 | 13.66 | 24.66 | -6.64 | 15.33 | 12.77 | 2.08 | 10.06 | 24.58 | 10.34 | 4.90 | 15.08 | 23.02 | -31.93 | 2.98 | 13.21 | 0.10 |
| Sharpe Ratio | NA | 0.52 | 0.83 | 0.75 | 0.54 | NA | NA | 0.41 | 0.28 | 1.85 | 1.58 | -0.73 | 2.20 | 0.40 | 2.20 | -0.52 | 1.88 | 1.05 | 0.15 | 1.02 | 2.87 | 0.94 | 0.23 | 0.93 | 0.89 | -0.82 | -0.01 | 1.18 | -0.28 |
| Standard Deviation(%) | NA | 17.95 | 15.27 | 15.37 | 16.94 | NA | NA | 18.09 | 22.66 | 9.85 | 11.16 | 22.23 | 10.15 | 33.28 | 10.54 | 15.52 | 7.86 | 11.93 | 13.92 | 9.81 | 8.56 | 11.07 | 20.91 | 16.10 | 25.78 | 39.90 | 14.50 | 8.37 | 8.47 |
| Draw Down(%) | NA | 17.61 | 17.61 | 21.90 | 32.71 | NA | NA | 52.35 | 17.61 | 6.72 | 8.88 | 21.90 | 3.97 | 32.71 | 5.57 | 17.85 | 4.02 | 8.75 | 11.43 | 6.10 | 3.57 | 8.79 | 15.43 | 12.03 | 27.64 | 43.96 | 9.72 | 6.75 | 4.14 |
| Yield(%) | 0.00 | 6.51 | 6.94 | 7.39 | 7.26 | 9.24 | 6.52 | 6.86 | 0.25 | 7.64 | 7.01 | 5.38 | 6.63 | 7.19 | 7.53 | 6.49 | 6.68 | 5.69 | 5.64 | 5.80 | 6.79 | 7.91 | 4.71 | 1.74 | 1.84 | 2.07 | 8.90 | 4.37 | 0.00 |
Data as of 07/08/2025, AR inception is 09/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSPAX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND CLASS A) |
-14.38%
Feb 2006 - Feb 2009 |
-0.27%
Sep 2006 - Sep 2011 |
5.50%
Feb 2006 - Feb 2016 |
6.24%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSPAX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND CLASS A) |
25.02%
Feb 2009 - Feb 2012 |
20.25%
Feb 2009 - Feb 2014 |
14.20%
Feb 2009 - Feb 2019 |
13.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart