Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMVAX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS A) | 15.02% | 25.27% | 13.17% | 5.93% | 9.17% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMVAX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS A) | 02/04/2014 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.90 | 25.27 | 13.17 | 5.93 | 9.17 | NA | NA | … | … | 15.02 | 5.44 | 9.77 | 12.33 | -15.74 | 30.35 | 7.70 | 26.13 | -15.13 | 14.90 | 16.90 | -4.87 | 12.84 |
| Sharpe Ratio | NA | 1.60 | 0.63 | 0.20 | 0.37 | NA | NA | … | … | 2.18 | 0.12 | 0.35 | 0.49 | -0.69 | 1.55 | 0.18 | 1.89 | -1.06 | 1.44 | 1.08 | -0.33 | 1.16 |
| Standard Deviation(%) | NA | 17.81 | 19.07 | 20.39 | 21.50 | NA | NA | … | … | 20.95 | 21.17 | 17.37 | 17.78 | 25.13 | 19.58 | 41.68 | 13.07 | 15.56 | 9.95 | 15.38 | 14.87 | 12.22 |
| Draw Down(%) | NA | 10.18 | 25.32 | 25.32 | 44.31 | NA | NA | … | … | 10.18 | 23.06 | 9.07 | 16.21 | 23.88 | 9.12 | 44.31 | 7.18 | 22.77 | 5.04 | 13.88 | 13.35 | 9.99 |
| Yield(%) | 0.00 | 6.04 | 3.22 | 3.90 | 4.50 | 3.50 | 2.63 | … | … | 0.00 | 5.88 | 2.05 | 0.68 | 6.05 | 7.02 | 0.37 | 0.67 | 5.90 | 4.59 | 0.71 | 0.55 | 1.93 |
Data as of 06/08/2026, Common starting date is 02/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMVAX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS A) |
-7.04%
Mar 2017 – Mar 2020 |
-2.14%
Mar 2015 – Mar 2020 |
5.84%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMVAX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS A) |
21.23%
Mar 2020 – Mar 2023 |
14.98%
Mar 2020 – Mar 2025 |
10.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart