Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMVIX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS IR) | 14.95% | 24.74% | 13.07% | 6.24% | 9.49% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMVIX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS IR) | 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 (%) | -2.91 | 24.74 | 13.07 | 6.24 | 9.49 | NA | NA | … | … | 14.95 | 5.69 | 9.92 | 11.65 | -15.56 | 30.70 | 7.97 | 26.55 | -15.04 | 15.27 | 17.26 | -4.72 | 13.19 |
| Sharpe Ratio | NA | 1.61 | 0.64 | 0.21 | 0.38 | NA | NA | … | … | 2.20 | 0.13 | 0.38 | 0.46 | -0.68 | 1.57 | 0.18 | 1.91 | -1.07 | 1.48 | 1.10 | -0.32 | 1.19 |
| Standard Deviation(%) | NA | 17.92 | 18.88 | 20.29 | 21.44 | NA | NA | … | … | 20.98 | 21.21 | 16.74 | 17.68 | 25.19 | 19.60 | 41.63 | 13.11 | 15.46 | 9.92 | 15.46 | 14.85 | 12.29 |
| Draw Down(%) | NA | 10.16 | 25.97 | 25.97 | 44.31 | NA | NA | … | … | 10.16 | 23.01 | 9.92 | 16.01 | 23.70 | 9.05 | 44.31 | 7.13 | 22.56 | 4.94 | 13.86 | 13.23 | 9.97 |
| Yield(%) | 0.00 | 5.95 | 2.96 | 3.88 | 4.64 | 3.58 | 2.68 | … | … | 0.00 | 5.82 | 1.14 | 0.91 | 6.17 | 7.25 | 0.54 | 1.05 | 5.97 | 4.83 | 0.81 | 0.69 | 2.08 |
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 |
|---|---|---|---|---|
| GMVIX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS IR) |
-6.78%
Mar 2017 – Mar 2020 |
-1.89%
Mar 2015 – Mar 2020 |
6.00%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMVIX (GOLDMAN SACHS SMALL/MID CAP VALUE FUND CLASS IR) |
21.56%
Mar 2020 – Mar 2023 |
15.03%
Mar 2020 – Mar 2025 |
10.23%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart