Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSSMX (GOLDMAN SACHS SMALL CAP VALUE FUND CLASS A) | 1.64% | 10.37% | 0.14% | 2.95% | 1.54% | 6.75% | 5.19% | 7.96% |
Data as of 07/03/2025, AR inception is 10/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSSMX (GOLDMAN SACHS SMALL CAP VALUE FUND CLASS A) | 10/27/1995 | 07/03/2025 |
| 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 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.10 | 10.37 | 0.14 | 2.95 | 1.54 | 6.75 | 5.19 | 7.96 | 1.64 | -12.73 | 6.93 | -28.63 | 2.07 | 1.65 | 22.76 | -14.37 | 11.85 | 24.16 | -5.77 | 6.83 | 38.30 | 16.05 | 0.41 | 25.89 | 27.70 | -27.23 | -5.79 | 17.29 | 3.85 | 18.97 | 43.16 | -7.58 | 20.64 | 32.18 | -2.17 | -16.92 | 30.16 | 22.25 | 3.68 |
| Sharpe Ratio | NA | 0.07 | -0.19 | -0.01 | -0.03 | NA | NA | 0.27 | -0.45 | -0.68 | 0.14 | -1.00 | 0.07 | 0.03 | 1.44 | -0.97 | 0.92 | 1.45 | -0.38 | 0.49 | 2.85 | 1.06 | 0.01 | 1.11 | 0.80 | -0.64 | -0.46 | 0.96 | 0.09 | 1.20 | 2.78 | -0.41 | 1.18 | 1.78 | -0.44 | -1.11 | 2.56 | 1.32 | 2.00 |
| Standard Deviation(%) | NA | 23.70 | 23.71 | 25.79 | 24.58 | NA | NA | 22.07 | 26.06 | 28.44 | 19.52 | 30.19 | 31.20 | 44.89 | 14.82 | 16.26 | 12.18 | 16.53 | 15.40 | 13.88 | 13.44 | 15.17 | 30.70 | 23.23 | 34.68 | 43.88 | 19.01 | 14.71 | 17.94 | 15.01 | 15.29 | 21.00 | 15.82 | 15.77 | 12.37 | 18.27 | 10.37 | 14.07 | 9.98 |
| Draw Down(%) | NA | 25.41 | 30.65 | 49.31 | 49.31 | NA | NA | 55.11 | 21.61 | 26.90 | 17.79 | 31.46 | 26.93 | 45.78 | 9.69 | 24.26 | 6.00 | 13.75 | 13.92 | 10.88 | 5.46 | 11.47 | 26.74 | 19.61 | 30.17 | 45.93 | 15.99 | 11.29 | 11.18 | 9.89 | 10.78 | 29.01 | 17.37 | 10.59 | 20.47 | 46.89 | 8.67 | 11.57 | 3.54 |
| Yield(%) | 0.00 | 21.67 | 6.86 | 4.79 | 5.26 | 9.05 | 6.57 | 12.87 | 0.00 | 21.48 | 0.81 | 0.33 | 0.06 | 0.19 | 5.42 | 10.35 | 11.37 | 4.31 | 4.92 | 8.48 | 11.72 | 6.99 | 1.85 | 0.27 | 0.69 | 0.39 | 16.88 | 9.13 | 7.69 | 6.88 | 2.35 | 0.18 | 0.39 | 0.00 | 0.00 | 5.04 | 11.38 | 6.09 | 0.07 |
Data as of 07/03/2025, AR inception is 10/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSSMX (GOLDMAN SACHS SMALL CAP VALUE FUND CLASS A) |
-15.32%
Feb 2006 - Feb 2009 |
-6.62%
May 2018 - May 2023 |
0.40%
Apr 2015 - Apr 2025 |
4.24%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSSMX (GOLDMAN SACHS SMALL CAP VALUE FUND CLASS A) |
29.62%
Feb 2009 - Feb 2012 |
26.60%
Feb 2009 - Feb 2014 |
16.09%
Feb 2009 - Feb 2019 |
12.97%
Mar 1999 - Mar 2014 |
Annualized Rolling Returns Comparison Chart