Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GSVPX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS P SHARES) 18.59% 31.64% 15.73% 7.08% NA NA NA
Data as of 06/04/2026, Common starting date is 04/23/2018
More Performance Analytics Comparison
Name Start Date End Date
GSVPX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS P SHARES) 04/23/2018 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
Annualized Return (%) 1.28 31.64 15.73 7.08 NA NA NA 18.59 5.79 11.15 11.74 -15.43 30.82 8.14 26.69 -14.30
Sharpe Ratio NA 1.54 0.67 0.21 NA NA NA 2.10 0.14 0.45 0.46 -0.67 1.57 0.19 1.93 -1.49
Standard Deviation(%) NA 17.85 18.99 20.29 NA NA NA 21.27 21.22 16.69 17.74 25.15 19.65 41.68 13.08 14.44
Draw Down(%) NA 10.15 25.24 25.24 NA NA NA 10.15 23.02 8.99 15.92 23.70 9.07 44.34 7.17 22.41
Yield(%) 0.00 6.05 3.53 4.13 3.50 2.34 1.75 0.00 5.79 2.41 1.05 6.25 7.32 0.73 1.21 6.18
Data as of 06/04/2026, Common starting date is 04/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GSVPX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS P SHARES) 0.23%
Mar 2022 – Mar 2025
4.58%
May 2018 – May 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GSVPX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS P SHARES) 21.71%
Mar 2020 – Mar 2023
15.40%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return