Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSRIX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS IR) | 12.17% | 19.61% | 15.20% | 6.08% | 9.62% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSRIX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS IR) | 02/27/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.42 | 19.61 | 15.20 | 6.08 | 9.62 | NA | NA | … | … | 12.17 | 7.38 | 11.83 | 17.83 | -16.16 | 21.37 | 8.49 | 25.87 | -5.99 | 18.40 | 5.88 | -5.63 | 12.42 | 28.72 | 2.48 |
| Sharpe Ratio | NA | 1.33 | 0.80 | 0.19 | 0.42 | NA | NA | … | … | 1.84 | 0.25 | 0.67 | 1.09 | -0.72 | 1.31 | 0.23 | 1.97 | -0.47 | 2.33 | 0.39 | -0.39 | 1.12 | 2.75 | 0.26 |
| Standard Deviation(%) | NA | 11.46 | 14.26 | 17.17 | 18.48 | NA | NA | … | … | 12.41 | 17.83 | 12.25 | 13.07 | 24.44 | 16.27 | 36.19 | 12.36 | 15.83 | 7.66 | 14.35 | 14.48 | 11.10 | 10.42 | 11.12 |
| Draw Down(%) | NA | 7.28 | 18.60 | 23.90 | 38.96 | NA | NA | … | … | 7.28 | 17.65 | 7.07 | 10.21 | 18.03 | 12.38 | 38.96 | 6.37 | 19.36 | 3.77 | 11.91 | 14.46 | 8.28 | 6.27 | 8.24 |
| Yield(%) | 0.00 | 11.13 | 11.32 | 6.64 | 9.96 | 9.58 | 7.19 | … | … | 0.43 | 11.19 | 12.85 | 9.75 | 2.01 | 3.18 | 4.13 | 12.97 | 46.41 | 20.95 | 3.46 | 1.08 | 0.92 | 1.20 | 1.14 |
Data as of 06/04/2026, Common starting date is 02/27/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSRIX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS IR) |
-0.78%
Mar 2017 – Mar 2020 |
0.26%
Mar 2015 – Mar 2020 |
6.46%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSRIX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS IR) |
18.34%
Dec 2018 – Dec 2021 |
15.64%
Oct 2016 – Oct 2021 |
10.32%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart