Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GDSRX (GOLDMAN SACHS SMALL CAP EQUITY INSIGHTS FUND CLASS R) | 17.44% | 38.70% | 20.48% | 2.19% | 7.78% | 8.43% | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GDSRX (GOLDMAN SACHS SMALL CAP EQUITY INSIGHTS FUND CLASS R) | 12/06/2007 | 06/09/2026 |
| 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 (%) | -2.16 | 38.70 | 20.48 | 2.19 | 7.78 | 8.43 | NA | … | … | 17.44 | 14.97 | 18.13 | 19.06 | -20.50 | -9.13 | 6.33 | 24.63 | -9.43 | 11.15 | 21.69 | -1.96 | 6.16 | 34.13 | 12.30 | -1.53 | 29.86 | 27.25 | -35.27 | -8.63 |
| Sharpe Ratio | NA | 2.17 | 0.91 | 0.02 | 0.26 | NA | NA | … | … | 2.55 | 0.51 | 0.69 | 0.80 | -0.80 | -0.24 | 0.14 | 1.45 | -0.63 | 0.82 | 1.17 | -0.12 | 0.38 | 2.33 | 0.73 | -0.05 | 1.15 | 0.73 | -0.78 | -2.41 |
| Standard Deviation(%) | NA | 19.55 | 21.32 | 26.49 | 25.60 | NA | NA | … | … | 19.86 | 23.63 | 21.05 | 19.34 | 27.45 | 38.43 | 43.67 | 15.93 | 17.23 | 12.79 | 18.32 | 16.50 | 16.10 | 14.63 | 16.84 | 33.54 | 25.88 | 37.32 | 46.32 | 32.40 |
| Draw Down(%) | NA | 10.10 | 27.53 | 49.20 | 49.20 | NA | NA | … | … | 10.10 | 24.58 | 9.40 | 16.57 | 27.49 | 34.15 | 44.83 | 9.51 | 26.68 | 6.30 | 14.48 | 14.56 | 12.72 | 5.78 | 13.30 | 27.36 | 21.09 | 33.55 | 50.74 | 11.67 |
| Yield(%) | 0.00 | 12.07 | 9.85 | 3.79 | 4.12 | 4.44 | 3.33 | … | … | 0.00 | 11.75 | 14.79 | 0.00 | 0.20 | 0.00 | 0.02 | 0.00 | 5.68 | 0.00 | 0.14 | 0.03 | 0.00 | 1.12 | 0.22 | 0.71 | 0.62 | 0.71 | 0.32 | 0.00 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| GDSRX (GOLDMAN SACHS SMALL CAP EQUITY INSIGHTS FUND CLASS R) |
-9.52%
Apr 2021 – Apr 2024 |
-4.22%
Sep 2018 – Sep 2023 |
2.49%
Oct 2013 – Oct 2023 |
4.84%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDSRX (GOLDMAN SACHS SMALL CAP EQUITY INSIGHTS FUND CLASS R) |
31.84%
Feb 2009 – Feb 2012 |
25.88%
Feb 2009 – Feb 2014 |
16.67%
Feb 2009 – Feb 2019 |
11.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart