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
GSMYX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND INSTITUTIONAL) 12.63% 22.27% 11.11% 1.79% 13.78% 13.21% 12.34%
Data as of 06/10/2026, Common starting date is 07/27/2005
More Performance Analytics Comparison
Name Start Date End Date
GSMYX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND INSTITUTIONAL) 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 (%) -3.96 22.27 11.11 1.79 13.78 13.21 12.34 12.63 2.16 12.53 14.28 -28.45 7.93 53.14 38.25 17.86 28.27 0.11 -0.79 11.08 36.06 21.33 -3.91 21.83 59.17 -39.94 19.40 13.12 0.29
Sharpe Ratio NA 1.27 0.49 0.03 0.53 NA NA 1.81 -0.03 0.50 0.60 -0.90 0.35 1.49 2.34 0.55 2.83 -0.01 -0.05 0.74 2.77 1.34 -0.14 1.07 2.00 -0.98 0.94 0.63 -0.16
Standard Deviation(%) NA 20.36 20.92 23.59 23.88 NA NA 24.34 24.16 17.72 17.87 33.38 22.40 35.21 15.72 30.15 9.80 17.88 16.06 14.99 13.00 15.98 28.57 20.31 29.57 41.64 17.33 15.35 12.28
Draw Down(%) NA 12.56 30.12 42.51 42.51 NA NA 12.56 28.37 9.45 17.45 36.91 14.27 33.94 7.53 15.73 4.81 18.87 14.70 9.74 4.50 10.68 26.61 15.98 21.80 53.48 11.24 17.92 7.92
Yield(%) 0.00 14.82 5.66 4.90 12.24 13.33 15.19 0.00 13.94 0.38 0.00 0.00 13.49 17.99 17.30 32.52 14.55 3.45 3.47 8.35 6.10 5.51 4.35 2.35 0.00 0.00 8.02 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
GSMYX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND INSTITUTIONAL) -12.40%
Feb 2006 – Feb 2009
-0.07%
Mar 2021 – Mar 2026
8.32%
Feb 2006 – Feb 2016
10.87%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GSMYX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND INSTITUTIONAL) 40.91%
Oct 2018 – Oct 2021
30.69%
Oct 2016 – Oct 2021
21.89%
Sep 2011 – Sep 2021
17.81%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return