Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GTMTX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS IR) | -3.50% | 0.20% | 5.73% | 3.95% | 10.70% | 12.99% | NA | 10.82% |
Data as of 08/01/2025, AR inception is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTMTX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS IR) | 12/06/2007 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | 0.20 | 5.73 | 3.95 | 10.70 | 12.99 | NA | 10.82 | -3.50 | 12.07 | 14.23 | -28.50 | -6.48 | 33.32 | 38.18 | 18.89 | 28.05 | 0.01 | -0.95 | 10.94 | 35.87 | 21.10 | -4.02 | 21.40 | 59.06 | -40.06 | -7.23 |
| Sharpe Ratio | NA | -0.12 | 0.11 | 0.09 | 0.39 | NA | NA | 0.39 | -0.32 | 0.31 | 0.56 | -0.90 | -0.24 | 0.87 | 2.33 | 0.57 | 2.82 | -0.01 | -0.06 | 0.73 | 2.76 | 1.33 | -0.14 | 1.05 | 2.00 | -0.98 | -2.24 |
| Standard Deviation(%) | NA | 24.43 | 21.71 | 23.97 | 23.91 | NA | NA | 24.26 | 27.90 | 17.74 | 17.82 | 33.40 | 27.09 | 37.66 | 15.76 | 30.90 | 9.78 | 17.89 | 16.05 | 14.98 | 12.97 | 15.99 | 28.59 | 20.32 | 29.54 | 41.71 | 31.80 |
| Draw Down(%) | NA | 30.15 | 30.15 | 42.52 | 42.52 | NA | NA | 55.85 | 28.37 | 9.45 | 17.48 | 36.90 | 24.77 | 33.92 | 7.51 | 15.74 | 4.85 | 18.91 | 14.68 | 9.79 | 4.46 | 10.70 | 26.63 | 16.16 | 21.77 | 53.47 | 11.41 |
| Yield(%) | 0.00 | 0.37 | 0.14 | 6.31 | 9.75 | 13.79 | 9.48 | 11.15 | 0.00 | 0.40 | 0.00 | 0.00 | 14.20 | 18.80 | 17.96 | 33.52 | 14.92 | 3.54 | 3.54 | 8.50 | 6.20 | 5.58 | 4.40 | 2.16 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 12/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTMTX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS IR) |
-4.97%
Oct 2021 - Oct 2024 |
4.32%
Jul 2020 - Jul 2025 |
10.03%
Mar 2015 - Mar 2025 |
11.49%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTMTX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS IR) |
41.26%
Oct 2018 - Oct 2021 |
30.82%
Oct 2016 - Oct 2021 |
21.85%
Sep 2011 - Sep 2021 |
17.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart