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
GSMQX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND SERVICE) 12.38% 21.75% 10.58% 1.30% 13.57% 12.88% 11.95%
Data as of 06/10/2026, Common starting date is 07/27/2005
More Performance Analytics Comparison
Name Start Date End Date
GSMQX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND SERVICE) 07/27/2005 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 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) -3.92 21.75 10.58 1.30 13.57 12.88 11.95 12.38 1.72 11.97 13.69 -28.79 7.37 52.34 37.59 20.96 27.62 -0.36 -1.34 10.53 35.41 20.67 -4.37 21.31 58.38 -40.26 18.78 12.48 0.10
Sharpe Ratio NA 1.24 0.46 0.01 0.51 NA NA 1.78 -0.05 0.47 0.57 -0.91 0.33 1.47 2.29 0.60 2.77 -0.03 -0.09 0.70 2.73 1.30 -0.15 1.04 1.97 -0.99 0.91 0.59 -0.20
Standard Deviation(%) NA 20.43 20.92 23.57 24.20 NA NA 24.40 24.20 17.65 17.81 33.33 22.42 35.22 15.77 32.65 9.79 17.91 16.05 14.99 12.97 16.03 28.60 20.31 29.60 41.67 17.34 15.33 12.18
Draw Down(%) NA 12.57 30.26 42.68 42.68 NA NA 12.57 28.46 9.60 17.55 37.04 14.30 33.93 7.61 15.80 4.83 18.92 14.79 9.84 4.48 10.76 26.75 16.09 21.86 53.61 11.24 18.00 8.02
Yield(%) 0.00 18.44 6.96 5.81 13.13 13.75 15.25 0.00 17.30 0.47 0.00 0.00 15.95 20.71 19.44 35.63 15.68 3.69 3.68 8.78 6.37 5.71 4.48 2.42 0.00 0.00 8.08 0.00 0.00
Data as of 06/10/2026, Common starting date is 07/27/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GSMQX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND SERVICE) -12.84%
Feb 2006 – Feb 2009
-0.57%
Mar 2021 – Mar 2026
7.78%
Feb 2006 – Feb 2016
10.54%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GSMQX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND SERVICE) 41.69%
Oct 2018 – Oct 2021
30.84%
Oct 2016 – Oct 2021
21.65%
Sep 2011 – Sep 2021
17.47%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return