Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSURX (GOLDMAN SACHS U.S. EQUITY INSIGHTS FUND CLASS R) | 7.84% | 24.30% | 21.09% | 6.46% | 10.60% | 11.14% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSURX (GOLDMAN SACHS U.S. EQUITY INSIGHTS FUND CLASS R) | 12/06/2007 | 06/04/2026 |
| 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 (%) | -0.19 | 24.30 | 21.09 | 6.46 | 10.60 | 11.14 | NA | … | … | 7.84 | 14.87 | 27.91 | 22.85 | -19.82 | 0.52 | 13.03 | 25.08 | -7.02 | 23.13 | 10.43 | -1.48 | 15.04 | 35.62 | 13.53 | 4.00 | 12.72 | 20.59 | -37.81 | -14.71 |
| Sharpe Ratio | NA | 1.89 | 1.23 | 0.20 | 0.45 | NA | NA | … | … | 1.33 | 0.63 | 1.84 | 1.44 | -0.87 | 0.02 | 0.36 | 1.81 | -0.52 | 3.09 | 0.74 | -0.10 | 1.25 | 3.09 | 1.07 | 0.17 | 0.69 | 0.77 | -0.95 | -1.81 |
| Standard Deviation(%) | NA | 12.09 | 15.26 | 20.74 | 20.12 | NA | NA | … | … | 13.82 | 19.24 | 13.17 | 13.45 | 24.40 | 29.12 | 35.23 | 13.06 | 16.10 | 7.31 | 13.81 | 15.83 | 11.98 | 11.52 | 12.74 | 22.89 | 18.40 | 26.50 | 40.91 | 52.00 |
| Draw Down(%) | NA | 10.64 | 20.39 | 40.25 | 40.25 | NA | NA | … | … | 10.64 | 20.39 | 8.60 | 9.67 | 24.81 | 24.40 | 34.50 | 7.93 | 21.60 | 2.66 | 12.73 | 11.99 | 8.56 | 6.27 | 11.06 | 17.99 | 17.01 | 26.14 | 48.89 | 16.29 |
| Yield(%) | 0.00 | 13.01 | 12.57 | 5.83 | 7.05 | 8.49 | 4.70 | … | … | 0.00 | 12.99 | 17.91 | 2.79 | 0.00 | 0.17 | 0.29 | 1.39 | 3.66 | 11.69 | 4.23 | 3.79 | 0.92 | 0.96 | 1.61 | 1.48 | 1.06 | 1.73 | 1.42 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| GSURX (GOLDMAN SACHS U.S. EQUITY INSIGHTS FUND CLASS R) |
-3.06%
Dec 2019 – Dec 2022 |
1.04%
Sep 2018 – Sep 2023 |
6.46%
Oct 2013 – Oct 2023 |
6.22%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSURX (GOLDMAN SACHS U.S. EQUITY INSIGHTS FUND CLASS R) |
23.38%
Feb 2009 – Feb 2012 |
22.01%
Feb 2009 – Feb 2014 |
15.71%
Feb 2009 – Feb 2019 |
12.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart