Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTMRX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS R) | 17.57% | 27.93% | 12.85% | 2.60% | 13.85% | 13.01% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTMRX (GOLDMAN SACHS SMALL/MID CAP GROWTH 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 (%) | 0.95 | 27.93 | 12.85 | 2.60 | 13.85 | 13.01 | NA | … | … | 17.57 | 1.66 | 11.86 | 13.63 | -28.86 | 7.30 | 52.28 | 37.40 | 21.33 | 27.48 | -0.52 | -1.44 | 10.35 | 35.24 | 20.50 | -4.50 | 20.82 | 58.21 | -40.32 | -7.30 |
| Sharpe Ratio | NA | 1.29 | 0.47 | -0.01 | 0.51 | NA | NA | … | … | 1.72 | -0.05 | 0.47 | 0.56 | -0.91 | 0.32 | 1.47 | 2.28 | 0.61 | 2.75 | -0.04 | -0.09 | 0.69 | 2.73 | 1.29 | -0.16 | 1.02 | 1.97 | -0.99 | -2.25 |
| Standard Deviation(%) | NA | 20.35 | 20.94 | 23.59 | 24.24 | NA | NA | … | … | 24.87 | 24.14 | 17.70 | 17.82 | 33.38 | 22.39 | 35.27 | 15.77 | 32.81 | 9.79 | 17.87 | 16.09 | 15.04 | 12.91 | 16.01 | 28.56 | 20.34 | 29.52 | 41.69 | 32.03 |
| Draw Down(%) | NA | 12.63 | 30.25 | 42.72 | 42.72 | NA | NA | … | … | 12.63 | 28.43 | 9.64 | 17.58 | 37.06 | 14.31 | 33.99 | 7.60 | 15.79 | 4.87 | 18.92 | 14.81 | 9.87 | 4.49 | 10.75 | 26.76 | 16.21 | 21.88 | 53.67 | 11.41 |
| Yield(%) | 0.00 | 19.01 | 7.26 | 6.06 | 12.99 | 13.49 | 10.70 | … | … | 0.00 | 17.75 | 0.48 | 0.00 | 0.00 | 16.25 | 21.04 | 19.68 | 35.97 | 15.79 | 3.72 | 3.70 | 8.80 | 6.37 | 5.71 | 4.47 | 2.19 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| GTMRX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS R) |
-5.45%
Oct 2021 – Oct 2024 |
-0.64%
Mar 2021 – Mar 2026 |
9.75%
Mar 2015 – Mar 2025 |
11.12%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTMRX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS R) |
41.77%
Oct 2018 – Oct 2021 |
30.82%
Oct 2016 – Oct 2021 |
21.55%
Sep 2011 – Sep 2021 |
17.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart