GSITX vs. GSINX
Compare and contrast key facts about Goldman Sachs Small Cap Value Insights Fund (GSITX) and Goldman Sachs GQG Partners International Opportunities Fund (GSINX).
GSITX is managed by Goldman Sachs. It was launched on Jun 25, 2007. GSINX is managed by Goldman Sachs. It was launched on Dec 14, 2016.
Performance
GSITX vs. GSINX - Performance Comparison
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GSITX vs. GSINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSITX Goldman Sachs Small Cap Value Insights Fund | 5.57% | 12.95% | 29.64% | 17.50% | -13.56% | 33.22% | 0.32% | 23.52% | -10.69% | 6.81% |
GSINX Goldman Sachs GQG Partners International Opportunities Fund | 4.74% | 20.76% | 9.53% | 21.93% | -11.14% | 12.35% | 15.64% | 27.41% | -6.14% | 29.66% |
Returns By Period
In the year-to-date period, GSITX achieves a 5.57% return, which is significantly higher than GSINX's 4.74% return.
GSITX
- 1D
- 2.73%
- 1M
- -4.98%
- YTD
- 5.57%
- 6M
- 9.22%
- 1Y
- 30.62%
- 3Y*
- 21.56%
- 5Y*
- 11.30%
- 10Y*
- 12.26%
GSINX
- 1D
- 0.95%
- 1M
- -3.93%
- YTD
- 4.74%
- 6M
- 8.15%
- 1Y
- 16.49%
- 3Y*
- 17.62%
- 5Y*
- 10.27%
- 10Y*
- —
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GSITX vs. GSINX - Expense Ratio Comparison
GSITX has a 0.84% expense ratio, which is lower than GSINX's 0.89% expense ratio.
Return for Risk
GSITX vs. GSINX — Risk / Return Rank
GSITX
GSINX
GSITX vs. GSINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Small Cap Value Insights Fund (GSITX) and Goldman Sachs GQG Partners International Opportunities Fund (GSINX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| GSITX | GSINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.36 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.98 | 1.80 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.29 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.87 | +0.15 |
Martin ratioReturn relative to average drawdown | 7.87 | 7.54 | +0.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GSITX | GSINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.36 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.72 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.81 | -0.44 |
Correlation
The correlation between GSITX and GSINX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
GSITX vs. GSINX - Dividend Comparison
GSITX's dividend yield for the trailing twelve months is around 4.59%, less than GSINX's 4.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSITX Goldman Sachs Small Cap Value Insights Fund | 4.59% | 4.84% | 30.83% | 1.37% | 2.63% | 26.49% | 0.72% | 0.71% | 9.14% | 9.11% | 3.55% | 5.63% |
GSINX Goldman Sachs GQG Partners International Opportunities Fund | 4.80% | 5.03% | 11.11% | 2.27% | 4.79% | 2.13% | 0.08% | 0.57% | 0.43% | 0.12% | 0.00% | 0.00% |
Drawdowns
GSITX vs. GSINX - Drawdown Comparison
The maximum GSITX drawdown since its inception was -56.37%, which is greater than GSINX's maximum drawdown of -28.80%. Use the drawdown chart below to compare losses from any high point for GSITX and GSINX.
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Drawdown Indicators
| GSITX | GSINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.37% | -28.80% | -27.57% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -8.74% | -5.06% |
Max Drawdown (5Y)Largest decline over 5 years | -24.88% | -25.46% | +0.58% |
Max Drawdown (10Y)Largest decline over 10 years | -47.17% | — | — |
Current DrawdownCurrent decline from peak | -5.86% | -5.22% | -0.64% |
Average DrawdownAverage peak-to-trough decline | -8.92% | -4.88% | -4.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 2.17% | +1.37% |
Volatility
GSITX vs. GSINX - Volatility Comparison
Goldman Sachs Small Cap Value Insights Fund (GSITX) has a higher volatility of 6.55% compared to Goldman Sachs GQG Partners International Opportunities Fund (GSINX) at 4.86%. This indicates that GSITX's price experiences larger fluctuations and is considered to be riskier than GSINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GSITX | GSINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.55% | 4.86% | +1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 13.48% | 7.41% | +6.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.52% | 12.49% | +10.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.78% | 14.44% | +8.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.10% | 15.77% | +8.33% |