Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GVIRX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND CLASS IR SHARES) | 9.80% | 24.51% | 18.50% | 9.60% | 10.61% | 10.67% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GVIRX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND CLASS IR SHARES) | 09/01/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 24.51 | 18.50 | 9.60 | 10.61 | 10.67 | NA | … | … | 9.80 | 13.89 | 22.16 | 21.28 | -18.88 | 17.11 | 7.91 | 25.05 | -6.48 | 15.76 | 12.47 | 2.33 | 10.31 | 24.93 | 10.65 | 4.29 | 13.15 |
| Sharpe Ratio | NA | 2.28 | 1.23 | 0.47 | 0.54 | NA | NA | … | … | 2.00 | 0.65 | 1.88 | 1.59 | -0.90 | 1.50 | 0.23 | 2.24 | -0.51 | 1.92 | 1.02 | 0.17 | 1.06 | 2.87 | 0.96 | 0.20 | 4.59 |
| Standard Deviation(%) | NA | 9.84 | 12.90 | 15.20 | 16.78 | NA | NA | … | … | 11.73 | 17.12 | 9.86 | 11.17 | 22.52 | 11.40 | 33.82 | 10.51 | 15.51 | 7.91 | 11.98 | 13.80 | 9.75 | 8.68 | 11.11 | 20.84 | 9.76 |
| Draw Down(%) | NA | 8.09 | 17.61 | 23.92 | 32.63 | NA | NA | … | … | 8.09 | 17.61 | 6.74 | 8.84 | 21.75 | 6.44 | 32.63 | 5.58 | 17.81 | 4.10 | 8.75 | 11.37 | 6.05 | 3.61 | 8.80 | 15.42 | 2.73 |
| Yield(%) | 0.00 | 6.68 | 7.51 | 4.68 | 6.02 | 7.22 | 6.30 | … | … | 0.00 | 7.00 | 7.94 | 7.31 | 1.26 | 1.38 | 1.65 | 7.85 | 6.76 | 7.07 | 5.49 | 5.89 | 6.03 | 7.07 | 8.20 | 4.20 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVIRX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND CLASS IR SHARES) |
0.83%
Dec 2019 – Dec 2022 |
3.70%
Dec 2017 – Dec 2022 |
7.18%
Oct 2013 – Oct 2023 |
9.62%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVIRX (GOLDMAN SACHS U.S. EQUITY DIVIDEND AND PREMIUM FUND CLASS IR SHARES) |
19.29%
May 2023 – May 2026 |
13.78%
Sep 2011 – Sep 2016 |
12.49%
Sep 2011 – Sep 2021 |
10.53%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart