Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GZIRX (GOLDMAN SACHS STRATEGIC INCOME FUND INVESTOR SHARES) | 4.53% | 6.80% | 7.85% | 4.40% | 3.03% | 3.17% | NA | 3.17% |
Data as of 07/25/2025, AR inception is 07/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GZIRX (GOLDMAN SACHS STRATEGIC INCOME FUND INVESTOR SHARES) | 07/01/2010 | 07/25/2025 |
| 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 (%) | 0.42 | 6.80 | 7.85 | 4.40 | 3.03 | 3.17 | NA | 3.17 | 4.53 | 6.12 | 11.09 | -3.40 | -1.23 | 9.51 | 5.95 | -2.24 | -0.09 | 2.17 | -2.16 | -0.49 | 6.25 | 13.73 | -2.23 | 1.96 |
| Sharpe Ratio | NA | 1.31 | 1.37 | 0.70 | 0.42 | NA | NA | 0.62 | 1.95 | 0.91 | 1.91 | -1.39 | -0.35 | 1.25 | 2.04 | -1.37 | -0.28 | 0.67 | -0.62 | -0.15 | 2.11 | 4.97 | -0.71 | 1.66 |
| Standard Deviation(%) | NA | 2.77 | 3.27 | 3.32 | 3.77 | NA | NA | 3.53 | 2.65 | 2.75 | 3.93 | 3.48 | 3.55 | 7.37 | 2.20 | 2.66 | 2.71 | 2.92 | 3.51 | 3.39 | 2.95 | 2.78 | 3.19 | 2.31 |
| Draw Down(%) | NA | 2.58 | 3.10 | 8.18 | 13.89 | NA | NA | 13.89 | 2.58 | 1.65 | 1.35 | 6.50 | 4.00 | 13.89 | 1.72 | 4.61 | 2.25 | 4.41 | 3.80 | 3.63 | 2.81 | 1.74 | 5.31 | 1.16 |
| Yield(%) | 0.00 | 5.62 | 5.35 | 4.11 | 3.29 | 3.33 | 2.50 | 3.33 | 2.85 | 6.58 | 4.24 | 2.66 | 2.46 | 3.94 | 3.46 | 2.54 | 1.37 | 2.00 | 4.29 | 3.00 | 3.16 | 4.43 | 3.69 | 1.26 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| GZIRX (GOLDMAN SACHS STRATEGIC INCOME FUND INVESTOR SHARES) |
-1.80%
Mar 2017 - Mar 2020 |
-0.58%
Dec 2013 - Dec 2018 |
1.22%
Apr 2013 - Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GZIRX (GOLDMAN SACHS STRATEGIC INCOME FUND INVESTOR SHARES) |
8.03%
Jun 2022 - Jun 2025 |
6.30%
Mar 2020 - Mar 2025 |
3.16%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart