Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSPKX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND INSTITUTIONAL) | 4.28% | 13.26% | 10.08% | 8.44% | 8.67% | 10.15% | NA | 8.11% |
Data as of 08/01/2025, AR inception is 09/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSPKX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND INSTITUTIONAL) | 09/07/2005 | 08/01/2025 |
| 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 (%) | -1.78 | 13.26 | 10.08 | 8.44 | 8.67 | 10.15 | NA | 8.11 | 4.28 | 15.39 | 15.59 | -18.81 | 17.15 | 8.12 | 25.10 | -6.28 | 15.93 | 13.20 | 2.48 | 10.36 | 25.15 | 10.78 | 5.31 | 15.53 | 23.55 | -31.72 | 3.39 | 13.47 | 0.00 |
| Sharpe Ratio | NA | 0.57 | 0.43 | 0.41 | 0.42 | NA | NA | 0.36 | 0.21 | 0.77 | 0.96 | -0.90 | 1.50 | 0.23 | 2.24 | -0.49 | 1.94 | 1.09 | 0.18 | 1.06 | 2.92 | 0.98 | 0.25 | 0.96 | 0.90 | -0.81 | 0.03 | 1.21 | -0.30 |
| Standard Deviation(%) | NA | 17.77 | 15.41 | 15.96 | 17.23 | NA | NA | 18.22 | 21.17 | 11.49 | 11.88 | 22.55 | 11.44 | 33.92 | 10.58 | 15.51 | 7.90 | 11.97 | 14.01 | 9.81 | 8.61 | 11.09 | 20.90 | 16.07 | 25.97 | 39.96 | 14.40 | 8.44 | 8.49 |
| Draw Down(%) | NA | 17.56 | 17.56 | 23.91 | 32.70 | NA | NA | 52.22 | 17.56 | 7.69 | 8.77 | 21.70 | 6.47 | 32.70 | 5.50 | 17.69 | 4.03 | 8.68 | 11.37 | 6.02 | 3.53 | 8.81 | 15.44 | 12.06 | 27.79 | 43.78 | 9.71 | 6.65 | 4.14 |
| Yield(%) | 0.00 | 6.86 | 3.65 | 3.02 | 5.06 | 7.02 | 5.45 | 5.73 | 0.32 | 8.03 | 1.76 | 1.34 | 1.49 | 1.77 | 7.99 | 6.88 | 7.22 | 6.09 | 6.04 | 6.17 | 7.26 | 8.32 | 5.10 | 2.23 | 2.25 | 2.45 | 9.31 | 4.72 | 0.00 |
Data as of 08/01/2025, AR inception is 09/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSPKX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND INSTITUTIONAL) |
-14.08%
Feb 2006 - Feb 2009 |
0.10%
Sep 2006 - Sep 2011 |
5.90%
Feb 2006 - Feb 2016 |
5.93%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSPKX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND INSTITUTIONAL) |
25.46%
Feb 2009 - Feb 2012 |
20.71%
Feb 2009 - Feb 2014 |
14.65%
Feb 2009 - Feb 2019 |
12.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart