Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSQTX (GOLDMAN SACHS SMALL CAP VALUE FUND CLASS IR) | 15.52% | 33.96% | 16.59% | -1.92% | 4.68% | 6.82% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSQTX (GOLDMAN SACHS SMALL CAP VALUE FUND CLASS IR) | 12/06/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 33.96 | 16.59 | -1.92 | 4.68 | 6.82 | NA | … | … | 15.52 | 10.93 | 7.44 | 11.45 | -28.60 | 2.13 | 1.92 | 23.08 | -14.17 | 12.12 | 24.48 | -5.55 | 7.14 | 38.60 | 16.36 | 0.67 | 26.18 | 28.06 | -27.03 | -20.73 |
| Sharpe Ratio | NA | 1.75 | 0.68 | -0.18 | 0.13 | NA | NA | … | … | 2.08 | 0.37 | 0.20 | 0.40 | -0.99 | 0.07 | 0.04 | 1.46 | -0.96 | 0.94 | 1.47 | -0.36 | 0.51 | 2.87 | 1.08 | 0.02 | 1.12 | 0.81 | -0.64 | -1.20 |
| Standard Deviation(%) | NA | 17.74 | 20.23 | 24.69 | 24.66 | NA | NA | … | … | 18.64 | 21.97 | 19.57 | 19.85 | 30.31 | 31.32 | 44.92 | 14.83 | 16.29 | 12.21 | 16.54 | 15.42 | 13.87 | 13.45 | 15.17 | 30.70 | 23.25 | 34.65 | 43.88 | 82.94 |
| Draw Down(%) | NA | 10.68 | 25.33 | 49.25 | 49.25 | NA | NA | … | … | 10.68 | 21.58 | 10.21 | 17.63 | 31.43 | 27.05 | 45.77 | 9.63 | 24.20 | 5.97 | 13.70 | 13.86 | 10.82 | 5.46 | 11.43 | 26.69 | 19.58 | 30.15 | 45.87 | 23.39 |
| Yield(%) | 0.00 | 21.94 | 16.44 | 5.73 | 7.10 | 8.47 | 6.04 | … | … | 0.00 | 21.13 | 22.03 | 5.14 | 0.55 | 0.35 | 0.45 | 5.80 | 10.67 | 11.73 | 4.63 | 5.24 | 8.81 | 12.09 | 7.38 | 2.16 | 0.59 | 1.06 | 0.64 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSQTX (GOLDMAN SACHS SMALL CAP VALUE FUND CLASS IR) |
-13.27%
Apr 2021 – Apr 2024 |
-6.45%
May 2018 – May 2023 |
0.92%
Oct 2013 – Oct 2023 |
4.48%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSQTX (GOLDMAN SACHS SMALL CAP VALUE FUND CLASS IR) |
29.96%
Feb 2009 – Feb 2012 |
26.93%
Feb 2009 – Feb 2014 |
16.38%
Feb 2009 – Feb 2019 |
9.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart