Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GOIAX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS A) | 5.21% | 16.47% | 13.25% | 6.33% | 7.89% | 6.73% | 5.69% | … | … |
Data as of 06/08/2026, Common starting date is 03/23/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOIAX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS A) | 03/23/1998 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.05 | 16.47 | 13.25 | 6.33 | 7.89 | 6.73 | 5.69 | … | … | 5.21 | 15.58 | 10.98 | 14.86 | -15.50 | 12.29 | 12.34 | 18.60 | -8.94 | 16.57 | 4.59 | 0.53 | 2.22 | 13.11 | 12.44 | -3.45 | 10.11 | 25.88 | -32.02 | 5.12 | 13.94 | 8.49 | 15.11 | 24.54 | -8.44 | -7.31 | -4.54 | 15.79 | -2.60 |
| Sharpe Ratio | NA | 1.91 | 1.10 | 0.40 | 0.58 | NA | NA | … | … | 1.48 | 1.15 | 0.76 | 1.41 | -1.20 | 1.41 | 0.57 | 2.37 | -1.05 | 3.21 | 0.48 | 0.06 | 0.31 | 1.64 | 1.53 | -0.24 | 0.75 | 1.46 | -1.31 | 0.18 | 1.45 | 0.92 | 1.68 | 2.86 | -0.90 | -0.90 | -0.86 | 1.50 | -0.63 |
| Standard Deviation(%) | NA | 8.61 | 9.95 | 10.58 | 11.25 | NA | NA | … | … | 10.45 | 11.06 | 9.66 | 8.00 | 14.10 | 8.69 | 21.17 | 7.23 | 9.82 | 4.97 | 9.20 | 8.66 | 7.15 | 7.96 | 8.17 | 14.40 | 13.35 | 17.61 | 25.18 | 11.24 | 7.28 | 6.81 | 8.42 | 8.35 | 10.70 | 10.97 | 10.25 | 8.27 | 10.63 |
| Draw Down(%) | NA | 7.16 | 13.49 | 20.80 | 25.15 | NA | NA | … | … | 7.16 | 11.52 | 6.27 | 7.77 | 20.80 | 4.39 | 25.15 | 3.90 | 15.71 | 1.34 | 8.00 | 8.68 | 6.79 | 8.12 | 7.39 | 15.44 | 11.24 | 17.49 | 41.10 | 8.26 | 7.89 | 4.93 | 6.94 | 6.88 | 17.33 | 18.16 | 9.21 | 5.00 | 16.60 |
| Yield(%) | 0.00 | 8.43 | 6.34 | 5.30 | 5.06 | 4.57 | 4.16 | … | … | 0.47 | 8.99 | 6.79 | 1.84 | 4.42 | 6.83 | 3.38 | 2.24 | 2.33 | 3.04 | 1.03 | 3.44 | 2.58 | 2.19 | 2.64 | 1.96 | 2.45 | 4.49 | 5.23 | 5.57 | 7.38 | 2.13 | 2.26 | 3.03 | 2.17 | 4.57 | 4.59 | 2.80 | 2.48 |
Data as of 06/08/2026, Common starting date is 03/23/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOIAX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS A) |
-11.51%
Feb 2006 – Feb 2009 |
-2.84%
Feb 2004 – Feb 2009 |
0.59%
Feb 1999 – Feb 2009 |
2.94%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOIAX (GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO CLASS A) |
18.73%
Mar 2003 – Mar 2006 |
14.65%
Oct 2002 – Oct 2007 |
8.99%
Feb 2009 – Feb 2019 |
8.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart