Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSZRX (GOLDMAN SACHS STRATEGIC INCOME FUND CLASS R SHARES) | 3.88% | 6.10% | 7.47% | 3.94% | 2.42% | 2.64% | NA | 2.63% |
Data as of 07/18/2025, AR inception is 07/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSZRX (GOLDMAN SACHS STRATEGIC INCOME FUND CLASS R SHARES) | 07/01/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 6.10 | 7.47 | 3.94 | 2.42 | 2.64 | NA | 2.63 | 3.88 | 5.60 | 10.51 | -3.78 | -1.80 | 8.96 | 5.42 | -2.70 | -0.68 | 1.81 | -2.74 | -1.00 | 5.84 | 13.07 | -2.71 | 1.73 |
| Sharpe Ratio | NA | 1.03 | 1.24 | 0.57 | 0.26 | NA | NA | 0.47 | 1.54 | 0.71 | 1.74 | -1.53 | -0.52 | 1.18 | 1.79 | -1.55 | -0.49 | 0.55 | -0.80 | -0.30 | 2.04 | 4.80 | -0.88 | 1.46 |
| Standard Deviation(%) | NA | 2.83 | 3.30 | 3.33 | 3.77 | NA | NA | 3.52 | 2.76 | 2.77 | 3.96 | 3.41 | 3.53 | 7.36 | 2.21 | 2.65 | 2.76 | 2.92 | 3.47 | 3.40 | 2.84 | 2.74 | 3.13 | 2.30 |
| Draw Down(%) | NA | 2.63 | 3.18 | 8.74 | 13.87 | NA | NA | 13.87 | 2.63 | 1.74 | 1.39 | 6.65 | 3.95 | 13.87 | 1.68 | 4.93 | 2.63 | 4.35 | 4.33 | 3.75 | 2.84 | 1.78 | 5.62 | 1.30 |
| Yield(%) | 0.00 | 5.18 | 4.92 | 3.67 | 2.83 | 2.88 | 2.16 | 2.87 | 2.64 | 6.09 | 3.80 | 2.20 | 2.00 | 3.43 | 2.93 | 2.18 | 0.88 | 1.56 | 3.82 | 2.50 | 2.66 | 3.93 | 3.20 | 1.03 |
Data as of 07/18/2025, AR inception is 07/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSZRX (GOLDMAN SACHS STRATEGIC INCOME FUND CLASS R SHARES) |
-2.33%
Mar 2017 - Mar 2020 |
-1.08%
Dec 2013 - Dec 2018 |
0.71%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSZRX (GOLDMAN SACHS STRATEGIC INCOME FUND CLASS R SHARES) |
7.55%
Jun 2022 - Jun 2025 |
5.78%
Mar 2020 - Mar 2025 |
2.65%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart