Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMVRX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS R) | 14.66% | 24.06% | 12.86% | 5.91% | 9.05% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMVRX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS R) | 02/04/2014 | 06/10/2026 |
| 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 (%) | -2.92 | 24.06 | 12.86 | 5.91 | 9.05 | NA | NA | … | … | 14.66 | 5.14 | 10.49 | 11.10 | -15.99 | 30.03 | 7.41 | 25.92 | -15.41 | 14.61 | 16.64 | -5.10 | 12.69 |
| Sharpe Ratio | NA | 1.57 | 0.62 | 0.19 | 0.36 | NA | NA | … | … | 2.16 | 0.11 | 0.41 | 0.42 | -0.70 | 1.53 | 0.17 | 1.87 | -1.09 | 1.41 | 1.07 | -0.35 | 1.15 |
| Standard Deviation(%) | NA | 17.91 | 18.88 | 20.28 | 21.44 | NA | NA | … | … | 20.99 | 21.19 | 16.70 | 17.76 | 25.12 | 19.60 | 41.66 | 13.07 | 15.50 | 9.96 | 15.38 | 14.81 | 12.16 |
| Draw Down(%) | NA | 10.18 | 25.42 | 25.42 | 44.38 | NA | NA | … | … | 10.18 | 23.11 | 9.09 | 16.32 | 24.03 | 9.14 | 44.38 | 7.19 | 22.90 | 5.05 | 13.99 | 13.44 | 10.09 |
| Yield(%) | 0.00 | 6.03 | 3.05 | 3.79 | 4.29 | 3.27 | 2.45 | … | … | 0.00 | 5.89 | 1.79 | 0.39 | 5.88 | 6.76 | 0.00 | 0.41 | 5.78 | 4.31 | 0.33 | 0.50 | 1.68 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| GMVRX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS R) |
-7.25%
Mar 2017 – Mar 2020 |
-2.38%
Mar 2015 – Mar 2020 |
5.58%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMVRX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS R) |
20.94%
Mar 2020 – Mar 2023 |
14.69%
Mar 2020 – Mar 2025 |
9.78%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart