Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSPQX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND CLASS C) | 4.85% | 11.40% | 11.60% | 7.89% | 7.43% | 9.34% | NA | 6.96% |
Data as of 07/17/2025, AR inception is 09/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSPQX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND CLASS C) | 09/08/2005 | 07/17/2025 |
| 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 (%) | 0.17 | 11.40 | 11.60 | 7.89 | 7.43 | 9.34 | NA | 6.96 | 4.85 | 14.48 | 14.42 | -19.72 | 15.85 | 6.88 | 23.76 | -7.39 | 14.29 | 11.95 | 1.26 | 9.42 | 23.61 | 9.60 | 4.05 | 14.33 | 21.94 | -32.43 | 2.19 | 12.74 | 0.10 |
| Sharpe Ratio | NA | 0.45 | 0.50 | 0.37 | 0.36 | NA | NA | 0.30 | 0.25 | 0.69 | 0.86 | -0.94 | 1.39 | 0.20 | 2.12 | -0.56 | 1.74 | 0.98 | 0.09 | 0.96 | 2.76 | 0.87 | 0.19 | 0.89 | 0.85 | -0.83 | -0.06 | 1.14 | -0.26 |
| Standard Deviation(%) | NA | 17.97 | 15.64 | 15.97 | 17.21 | NA | NA | 18.21 | 22.30 | 11.52 | 11.89 | 22.55 | 11.42 | 33.79 | 10.54 | 15.54 | 7.88 | 11.96 | 13.91 | 9.74 | 8.56 | 11.13 | 20.91 | 16.03 | 25.81 | 39.93 | 14.45 | 8.34 | 8.52 |
| Draw Down(%) | NA | 17.67 | 17.67 | 24.58 | 32.73 | NA | NA | 52.98 | 17.67 | 7.70 | 9.04 | 22.34 | 6.49 | 32.73 | 5.67 | 18.00 | 4.12 | 8.86 | 11.46 | 6.22 | 3.62 | 8.99 | 15.76 | 12.20 | 27.89 | 44.35 | 9.87 | 6.76 | 4.05 |
| Yield(%) | 0.00 | 5.90 | 2.76 | 1.85 | 3.75 | 5.64 | 4.19 | 4.41 | 0.08 | 6.79 | 0.55 | 0.35 | 0.21 | 0.67 | 6.72 | 5.76 | 5.75 | 4.98 | 4.93 | 5.16 | 6.00 | 7.19 | 3.99 | 1.06 | 1.09 | 1.42 | 8.18 | 3.72 | 0.00 |
Data as of 07/17/2025, 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 |
|---|---|---|---|---|
| GSPQX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND CLASS C) |
-14.92%
Feb 2006 - Feb 2009 |
-1.04%
Sep 2006 - Sep 2011 |
4.76%
Feb 2006 - Feb 2016 |
4.72%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSPQX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND CLASS C) |
24.06%
Feb 2009 - Feb 2012 |
19.33%
Feb 2009 - Feb 2014 |
13.34%
Feb 2009 - Feb 2019 |
10.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart