Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSRFX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS R6 SHARES) | 5.09% | 6.73% | 12.43% | 14.85% | NA | NA | NA | 11.96% |
Data as of 07/25/2025, AR inception 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 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 6.73 | 12.43 | 14.85 | NA | NA | NA | 11.96 | 5.09 | 11.89 | 17.90 | -6.66 | 31.85 | 9.16 | 25.96 | -6.02 |
| Sharpe Ratio | NA | 0.19 | 0.55 | 0.77 | NA | NA | NA | 0.48 | 0.29 | 0.67 | 1.10 | -0.36 | 2.33 | 0.24 | 1.99 | -0.57 |
| Standard Deviation(%) | NA | 18.59 | 16.38 | 16.66 | NA | NA | NA | 19.96 | 21.70 | 12.29 | 13.07 | 22.32 | 13.67 | 36.34 | 12.32 | 15.53 |
| Draw Down(%) | NA | 18.59 | 18.59 | 18.59 | NA | NA | NA | 38.87 | 17.61 | 7.12 | 10.18 | 17.50 | 6.11 | 38.87 | 6.29 | 19.40 |
| Yield(%) | 0.00 | 11.28 | 11.30 | 12.15 | 8.52 | 5.68 | 4.26 | 12.17 | 0.48 | 12.91 | 9.82 | 11.64 | 13.29 | 4.58 | 13.14 | 46.87 |
Data as of 07/25/2025, AR inception 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