Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSRAX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS A) | 11.42% | 18.31% | 14.71% | 5.60% | 9.17% | 9.05% | 8.21% | … | … |
Data as of 06/03/2026, Common starting date is 03/24/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSRAX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS A) | 03/24/2004 | 06/03/2026 |
| 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 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.44 | 18.31 | 14.71 | 5.60 | 9.17 | 9.05 | 8.21 | … | … | 11.42 | 7.14 | 11.57 | 17.49 | -16.97 | 20.42 | 8.33 | 25.62 | -6.66 | 17.98 | 5.68 | -5.90 | 12.17 | 28.47 | 8.93 | 3.31 | 18.72 | 26.79 | -26.11 | 7.78 | 15.12 | -2.46 | 14.62 |
| Sharpe Ratio | NA | 1.33 | 0.79 | 0.16 | 0.40 | NA | NA | … | … | 1.83 | 0.24 | 0.65 | 1.06 | -0.75 | 1.23 | 0.22 | 1.95 | -0.51 | 2.29 | 0.38 | -0.41 | 1.10 | 2.74 | 0.84 | 0.18 | 1.38 | 1.23 | -0.78 | 0.37 | 1.31 | -0.46 | 2.02 |
| Standard Deviation(%) | NA | 11.40 | 14.11 | 17.24 | 18.53 | NA | NA | … | … | 12.39 | 17.44 | 12.25 | 13.12 | 24.70 | 16.58 | 36.29 | 12.37 | 15.84 | 7.61 | 14.34 | 14.48 | 11.10 | 10.37 | 10.65 | 17.88 | 13.52 | 21.75 | 34.73 | 12.49 | 8.95 | 10.29 | 9.01 |
| Draw Down(%) | NA | 7.32 | 18.68 | 25.04 | 38.97 | NA | NA | … | … | 7.32 | 17.66 | 7.11 | 10.28 | 18.83 | 12.84 | 38.97 | 6.35 | 19.48 | 3.75 | 11.91 | 14.55 | 8.32 | 6.28 | 8.27 | 14.86 | 9.91 | 22.16 | 40.03 | 8.34 | 6.36 | 8.25 | 5.80 |
| Yield(%) | 0.00 | 11.94 | 11.94 | 6.88 | 10.02 | 10.10 | 9.63 | … | … | 0.42 | 12.03 | 13.65 | 10.25 | 1.93 | 3.09 | 4.14 | 13.26 | 47.04 | 21.02 | 3.27 | 0.86 | 0.71 | 0.96 | 1.30 | 1.61 | 1.87 | 2.28 | 1.80 | 1.45 | 1.21 | 1.06 | 0.61 |
Data as of 06/03/2026, Common starting date is 03/24/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSRAX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS A) |
-8.14%
Feb 2006 – Feb 2009 |
-0.09%
Mar 2015 – Mar 2020 |
6.02%
Oct 2013 – Oct 2023 |
5.79%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSRAX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS A) |
22.46%
Feb 2009 – Feb 2012 |
19.84%
Feb 2009 – Feb 2014 |
12.87%
Feb 2009 – Feb 2019 |
11.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart