Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSSIX (GOLDMAN SACHS SMALL CAP VALUE FUND INSTITUTIONAL) | -2.78% | 6.72% | 5.55% | 11.76% | 5.58% | 9.32% | 7.80% | 8.74% |
Data as of 06/25/2025, AR inception is 08/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSSIX (GOLDMAN SACHS SMALL CAP VALUE FUND INSTITUTIONAL) | 08/27/1997 | 06/25/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 6.72 | 5.55 | 11.76 | 5.58 | 9.32 | 7.80 | 8.74 | -2.78 | 7.47 | 11.45 | -14.74 | 26.58 | 2.05 | 23.19 | -14.04 | 12.31 | 24.66 | -5.39 | 7.26 | 38.84 | 16.52 | 0.81 | 26.37 | 28.33 | -26.94 | -5.41 | 17.74 | 4.24 | 19.44 | 43.74 | -7.23 | 21.13 | 32.57 | -1.74 | -16.61 | 5.89 |
| Sharpe Ratio | NA | 0.07 | 0.14 | 0.40 | 0.17 | NA | NA | 0.31 | -0.45 | 0.20 | 0.40 | -0.66 | 1.19 | 0.04 | 1.47 | -0.95 | 0.96 | 1.48 | -0.35 | 0.52 | 2.89 | 1.09 | 0.03 | 1.13 | 0.81 | -0.63 | -0.45 | 0.98 | 0.11 | 1.22 | 2.82 | -0.40 | 1.21 | 1.35 | -0.36 | -1.09 | 0.65 |
| Standard Deviation(%) | NA | 23.73 | 21.59 | 22.63 | 22.98 | NA | NA | 22.25 | 26.18 | 19.55 | 19.83 | 24.75 | 22.26 | 44.91 | 14.82 | 16.25 | 12.23 | 16.54 | 15.41 | 13.88 | 13.45 | 15.17 | 30.69 | 23.25 | 34.65 | 43.90 | 19.01 | 14.70 | 17.74 | 15.13 | 15.26 | 21.01 | 15.76 | 20.95 | 14.22 | 18.43 | 22.20 |
| Draw Down(%) | NA | 25.31 | 25.31 | 25.35 | 45.84 | NA | NA | 54.79 | 21.59 | 10.16 | 17.63 | 24.00 | 11.32 | 45.76 | 9.60 | 24.15 | 5.95 | 13.69 | 13.83 | 10.79 | 5.44 | 11.40 | 26.67 | 19.56 | 30.11 | 45.87 | 15.80 | 11.21 | 11.12 | 9.84 | 10.70 | 28.90 | 17.32 | 14.67 | 20.36 | 46.78 | 8.63 |
| Yield(%) | 0.00 | 19.20 | 12.20 | 15.01 | 8.66 | 12.48 | 9.44 | 12.69 | 0.00 | 18.88 | 4.43 | 13.01 | 22.01 | 0.50 | 5.41 | 9.92 | 11.01 | 4.45 | 5.00 | 8.42 | 11.55 | 7.13 | 2.14 | 0.65 | 1.05 | 0.75 | 16.41 | 9.08 | 7.51 | 6.75 | 2.31 | 0.48 | 0.74 | 0.00 | 0.00 | 5.04 | 9.21 |
Data as of 06/25/2025, AR inception is 08/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSSIX (GOLDMAN SACHS SMALL CAP VALUE FUND INSTITUTIONAL) |
-14.97%
Feb 2006 - Feb 2009 |
-4.38%
Feb 2004 - Feb 2009 |
5.06%
Oct 2013 - Oct 2023 |
5.62%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSSIX (GOLDMAN SACHS SMALL CAP VALUE FUND INSTITUTIONAL) |
30.16%
Feb 2009 - Feb 2012 |
27.12%
Feb 2009 - Feb 2014 |
16.55%
Feb 2009 - Feb 2019 |
13.41%
Mar 1999 - Mar 2014 |
Annualized Rolling Returns Comparison Chart