Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSROX (GOLDMAN SACHS SMALL CAP GROWTH INSIGHTS FUND CLASS R) | 1.70% | 7.40% | 13.01% | 7.25% | 7.00% | 10.00% | NA | 4.39% |
Data as of 07/25/2025, AR inception is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSROX (GOLDMAN SACHS SMALL CAP GROWTH INSIGHTS FUND CLASS R) | 12/06/2007 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 7.40 | 13.01 | 7.25 | 7.00 | 10.00 | NA | 4.39 | 1.70 | 20.41 | 20.47 | -27.46 | -66.23 | 13.38 | 25.69 | -7.74 | 17.68 | 13.14 | -0.03 | 6.04 | 37.56 | 14.26 | 0.78 | 30.77 | 34.91 | -39.13 | -43.67 |
| Sharpe Ratio | NA | 0.16 | 0.41 | 0.22 | 0.22 | NA | NA | 0.11 | 0.00 | 0.63 | 0.84 | -0.91 | -0.54 | 0.31 | 1.39 | -0.46 | 1.35 | 0.67 | 0.00 | 0.34 | 2.48 | 0.83 | 0.02 | 1.21 | 1.01 | -0.88 | -0.47 |
| Standard Deviation(%) | NA | 26.22 | 23.42 | 24.91 | 24.62 | NA | NA | 29.21 | 28.01 | 22.02 | 19.53 | 31.81 | 121.82 | 41.84 | 17.42 | 19.71 | 12.70 | 19.39 | 17.71 | 17.93 | 15.11 | 17.34 | 33.44 | 25.45 | 34.51 | 45.33 | 215.70 |
| Draw Down(%) | NA | 28.39 | 28.39 | 39.92 | 44.13 | NA | NA | 74.56 | 26.22 | 10.90 | 18.36 | 34.03 | 73.15 | 43.49 | 9.49 | 28.45 | 5.83 | 17.17 | 15.63 | 12.60 | 5.65 | 13.35 | 28.70 | 19.56 | 29.03 | 53.35 | 45.76 |
| Yield(%) | 0.00 | 1.06 | 0.48 | 17.96 | 12.25 | 16.68 | 6.20 | 7.29 | 0.00 | 1.24 | 0.00 | 0.00 | 74.46 | 0.10 | 1.71 | 10.92 | 4.96 | 0.00 | 9.07 | 6.05 | 10.36 | 0.94 | 0.00 | 0.00 | 0.52 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 12/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSROX (GOLDMAN SACHS SMALL CAP GROWTH INSIGHTS FUND CLASS R) |
-4.26%
Apr 2021 - Apr 2024 |
-1.15%
Sep 2018 - Sep 2023 |
4.41%
Oct 2013 - Oct 2023 |
7.01%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSROX (GOLDMAN SACHS SMALL CAP GROWTH INSIGHTS FUND CLASS R) |
33.31%
Feb 2009 - Feb 2012 |
27.77%
Feb 2009 - Feb 2014 |
17.85%
Feb 2009 - Feb 2019 |
13.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart