Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GSMGX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS C) 14.04% 23.18% 11.05% 1.33% 13.51% 12.61% 11.50%
Data as of 06/09/2026, Common starting date is 07/28/2005
More Performance Analytics Comparison
Name Start Date End Date
GSMGX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS C) 07/28/2005 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 2006 2005
Annualized Return (%) -2.62 23.18 11.05 1.33 13.51 12.61 11.50 14.04 1.35 11.30 13.06 -29.20 6.66 51.55 36.84 26.36 26.82 -1.02 -1.93 9.83 34.61 19.83 -4.97 20.19 57.39 -40.64 18.01 11.85 -1.61
Sharpe Ratio NA 1.22 0.43 -0.02 0.50 NA NA 1.75 -0.06 0.43 0.53 -0.92 0.30 1.45 2.24 0.68 2.70 -0.07 -0.12 0.65 2.66 1.24 -0.17 0.99 1.94 -1.00 0.86 0.55 -0.53
Standard Deviation(%) NA 20.38 20.90 23.57 24.79 NA NA 24.35 24.13 17.71 17.77 33.39 22.36 35.24 15.80 36.80 9.75 17.89 16.03 14.99 13.01 16.03 28.60 20.32 29.51 41.66 17.33 15.34 12.00
Draw Down(%) NA 12.63 30.41 42.88 42.88 NA NA 12.63 28.51 9.83 17.65 37.17 14.34 34.02 7.71 15.92 4.89 18.99 14.97 10.03 4.51 10.88 26.97 16.36 21.91 53.76 11.33 18.17 8.21
Yield(%) 0.00 25.10 9.47 7.45 14.15 14.10 14.94 0.00 23.53 0.63 0.00 0.00 20.15 25.09 22.73 40.18 17.29 4.03 3.98 9.38 6.73 5.98 4.65 2.26 0.00 0.00 8.16 0.00 0.00
Data as of 06/09/2026, Common starting date is 07/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GSMGX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS C) -13.44%
Feb 2006 – Feb 2009
-1.11%
Mar 2021 – Mar 2026
7.06%
Feb 2006 – Feb 2016
10.20%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GSMGX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS C) 43.24%
Oct 2018 – Oct 2021
31.39%
Oct 2016 – Oct 2021
21.51%
Sep 2011 – Sep 2021
17.13%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return