Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSROX (GOLDMAN SACHS SMALL CAP GROWTH INSIGHTS FUND CLASS R) | 20.75% | 45.11% | 23.75% | 7.93% | 10.72% | 10.66% | NA | … | … |
Data as of 06/05/2026, Common starting date 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 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 45.11 | 23.75 | 7.93 | 10.72 | 10.66 | NA | … | … | 20.75 | 16.43 | 21.57 | 20.47 | -27.46 | 8.10 | 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 | 1.95 | 0.90 | 0.23 | 0.37 | NA | NA | … | … | 2.30 | 0.53 | 0.82 | 0.87 | -0.91 | 0.33 | 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 | 21.79 | 22.77 | 24.55 | 24.71 | NA | NA | … | … | 22.97 | 25.49 | 21.95 | 19.53 | 31.81 | 24.25 | 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 | 13.38 | 28.39 | 39.92 | 44.13 | NA | NA | … | … | 13.38 | 26.22 | 10.90 | 18.36 | 34.03 | 14.07 | 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 | 11.04 | 5.21 | 14.09 | 13.27 | 13.65 | 6.42 | … | … | 0.00 | 10.66 | 1.23 | 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 06/05/2026, Common starting date 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