Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSRRX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS R) | 9.45% | 14.64% | 13.15% | 4.65% | 8.73% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSRRX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS R) | 02/27/2012 | 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | 14.64 | 13.15 | 4.65 | 8.73 | NA | NA | … | … | 9.45 | 6.86 | 11.29 | 17.25 | -17.28 | 20.02 | 7.95 | 25.30 | -6.84 | 17.66 | 5.35 | -6.11 | 11.93 | 28.11 | 2.13 |
| Sharpe Ratio | NA | 1.18 | 0.74 | 0.13 | 0.38 | NA | NA | … | … | 1.65 | 0.22 | 0.63 | 1.05 | -0.76 | 1.21 | 0.21 | 1.91 | -0.52 | 2.26 | 0.36 | -0.42 | 1.07 | 2.69 | 0.22 |
| Standard Deviation(%) | NA | 11.63 | 14.25 | 17.35 | 18.60 | NA | NA | … | … | 12.69 | 17.80 | 12.24 | 13.03 | 24.77 | 16.59 | 36.41 | 12.46 | 15.86 | 7.54 | 14.31 | 14.48 | 11.09 | 10.44 | 11.12 |
| Draw Down(%) | NA | 7.27 | 18.76 | 25.35 | 38.96 | NA | NA | … | … | 7.27 | 17.69 | 7.16 | 10.32 | 19.02 | 12.97 | 38.96 | 6.38 | 19.49 | 3.76 | 11.96 | 14.62 | 8.35 | 6.29 | 8.33 |
| Yield(%) | 0.00 | 11.67 | 11.58 | 6.60 | 9.91 | 9.27 | 6.95 | … | … | 0.36 | 11.90 | 13.48 | 10.08 | 1.71 | 2.80 | 3.90 | 12.91 | 46.95 | 20.77 | 3.04 | 0.47 | 0.50 | 0.80 | 0.91 |
Data as of 06/10/2026, Common starting date is 02/27/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSRRX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS R) |
-1.45%
Mar 2017 – Mar 2020 |
-0.35%
Mar 2015 – Mar 2020 |
5.73%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSRRX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS R) |
17.53%
Dec 2018 – Dec 2021 |
14.94%
Oct 2016 – Oct 2021 |
9.67%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart