Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSRFX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS R6 SHARES) | 9.69% | 17.00% | 14.41% | 9.75% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/08/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSRFX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS R6 SHARES) | 03/08/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 17.00 | 14.41 | 9.75 | NA | NA | NA | … | … | 9.69 | 7.44 | 11.89 | 17.90 | -6.66 | 31.85 | 9.16 | 25.96 | -6.02 |
| Sharpe Ratio | NA | 1.23 | 0.78 | 0.45 | NA | NA | NA | … | … | 1.70 | 0.26 | 0.67 | 1.10 | -0.36 | 2.33 | 0.24 | 1.99 | -0.57 |
| Standard Deviation(%) | NA | 11.67 | 14.26 | 16.13 | NA | NA | NA | … | … | 12.71 | 17.80 | 12.29 | 13.07 | 22.32 | 13.67 | 36.34 | 12.32 | 15.53 |
| Draw Down(%) | NA | 7.25 | 18.59 | 18.59 | NA | NA | NA | … | … | 7.25 | 17.61 | 7.12 | 10.18 | 17.50 | 6.11 | 38.87 | 6.29 | 19.40 |
| Yield(%) | 0.00 | 11.18 | 11.39 | 10.25 | 9.19 | 6.13 | 4.60 | … | … | 0.45 | 11.24 | 12.91 | 9.82 | 11.64 | 13.29 | 4.58 | 13.14 | 46.87 |
Data as of 06/05/2026, Common starting date is 03/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSRFX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS R6 SHARES) |
7.18%
Dec 2021 – Dec 2024 |
9.03%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSRFX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS R6 SHARES) |
24.06%
Mar 2020 – Mar 2023 |
19.11%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart