Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSRRX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS R) | 4.39% | 4.02% | 6.74% | 8.44% | 6.38% | NA | NA | 8.04% |
Data as of 07/18/2025, AR inception is 02/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSRRX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS R) | 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 | 4.02 | 6.74 | 8.44 | 6.38 | NA | NA | 8.04 | 4.39 | -0.55 | 10.35 | -17.28 | 20.02 | 7.95 | 25.30 | -6.84 | 17.66 | 5.35 | -6.11 | 11.93 | 28.11 | 2.13 |
| Sharpe Ratio | NA | 0.05 | 0.19 | 0.35 | 0.26 | NA | NA | 0.39 | 0.24 | -0.43 | 0.45 | -0.76 | 1.21 | 0.21 | 1.92 | -0.52 | 2.27 | 0.36 | -0.42 | 1.07 | 2.69 | 0.22 |
| Standard Deviation(%) | NA | 18.35 | 17.61 | 17.86 | 18.99 | NA | NA | 17.31 | 21.59 | 16.68 | 13.61 | 24.77 | 16.59 | 36.41 | 12.46 | 15.86 | 7.54 | 14.31 | 14.48 | 11.09 | 10.44 | 11.12 |
| Draw Down(%) | NA | 18.76 | 18.76 | 25.35 | 38.96 | NA | NA | 38.96 | 17.69 | 16.72 | 10.32 | 19.02 | 12.97 | 38.96 | 6.38 | 19.49 | 3.76 | 11.96 | 14.62 | 8.35 | 6.29 | 8.33 |
| Yield(%) | 0.00 | 11.73 | 6.12 | 5.76 | 8.56 | 8.39 | 6.29 | 9.68 | 0.39 | 13.48 | 3.63 | 1.71 | 2.80 | 3.90 | 12.91 | 46.95 | 20.77 | 3.04 | 0.47 | 0.50 | 0.80 | 0.91 |
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 |
|---|---|---|---|---|
| GSRRX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS R) |
-1.45%
Mar 2017 - Mar 2020 |
-0.35%
Mar 2015 - Mar 2020 |
5.38%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSRRX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS R) |
17.53%
Dec 2018 - Dec 2021 |
14.94%
Oct 2016 - Oct 2021 |
9.67%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart