Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSRIX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS IR) | 4.58% | -5.54% | 4.18% | 7.22% | 6.10% | NA | NA | 7.95% |
Data as of 07/18/2025, AR inception 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 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.54 | 4.18 | 7.22 | 6.10 | NA | NA | 7.95 | 4.58 | 1.20 | 11.45 | -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 | -0.41 | 0.04 | 0.28 | 0.24 | NA | NA | 0.38 | 0.26 | -0.34 | 0.54 | -0.72 | 1.31 | 0.23 | 1.98 | -0.46 | 2.33 | 0.40 | -0.39 | 1.12 | 2.75 | 0.26 |
| Standard Deviation(%) | NA | 21.19 | 18.45 | 18.31 | 19.16 | NA | NA | 17.45 | 21.72 | 16.05 | 13.50 | 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 | 26.34 | 26.34 | 26.34 | 38.96 | NA | NA | 38.96 | 17.65 | 15.79 | 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 | 1.15 | 2.41 | 3.34 | 8.13 | 8.11 | 6.08 | 9.35 | 0.45 | 1.82 | 3.78 | 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 07/18/2025, AR inception 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) |
-1.85%
Dec 2021 - Dec 2024 |
0.26%
Mar 2015 - Mar 2020 |
5.12%
Apr 2015 - Apr 2025 |
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