C000133600 Performance — Goldman Sachs Variable Insurance Trust Trend Driven Allocation Fund, Institutional Shares
Data updated: 2026-08-26
C000133600 returned +6.24% year to date and +14.50% over one year to Jun 2026. Annualised returns are +10.97% over 3 years and +5.40% over 5 years. The fund beat its Moderate Allocation category average: $100 invested three years ago grew to $137, against $136 for the category, and to $115 over one year, against $112. Volatility over the past three years was 8.63% a year. In the 12 months to Jun 2026 the fund lost a net $94.6M, and assets reached $151.61M.
C000133600 Growth of $100
What $100 invested in Goldman Sachs Variable Insurance Trust Trend Driven Allocation Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Moderate Allocation category average over the same months.
| Period | C000133600 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $115 | $112 |
| 3 years (Jul 2023 – Jun 2026) | $137 | $136 |
| 5 years (Jul 2021 – Jun 2026) | $130 | $129 |
| Since data start (Jul 2019 – Jun 2026) | $157 | $154 |
C000133600 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +6.24% |
| 1 year | +14.50% |
| 3 years (annualised) | +10.97% |
| 5 years (annualised) | +5.40% |
C000133600 Annual Returns
Calendar-year total returns of Goldman Sachs Variable Insurance Trust Trend Driven Allocation Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +6.24% |
| 2025 | +10.13% |
| 2024 | +12.05% |
| 2023 | +15.85% |
| 2022 | −19.00% |
| 2021 | +16.46% |
| 2020 | +4.36% |
| 2019 (Jul–Dec) | +4.91% |
C000133600 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.1% | +1.0% | −4.0% | +5.5% | +3.3% | −0.6% | — | — | — | — | — | — |
| 2025 | +2.0% | −0.1% | −2.7% | −2.4% | +2.3% | +3.1% | +1.3% | +1.8% | +2.5% | +1.9% | +0.2% | 0.0% |
| 2024 | +1.4% | +2.8% | +2.4% | −3.1% | +3.3% | +2.2% | +1.4% | +1.0% | +1.2% | −1.9% | +2.8% | −1.9% |
| 2023 | +5.2% | −2.0% | +3.0% | +1.4% | −0.5% | +3.7% | +1.9% | −1.5% | −3.6% | −2.4% | +6.4% | +3.7% |
| 2022 | −3.7% | −2.1% | −0.3% | −5.1% | −0.2% | −4.8% | +4.7% | −3.7% | −4.3% | +0.5% | +2.9% | −4.2% |
| 2021 | −0.1% | +2.0% | +3.0% | +2.8% | +1.0% | +1.1% | +1.3% | +1.6% | −2.7% | +3.8% | −1.5% | +3.2% |
| 2020 | −0.4% | −4.0% | −2.5% | +0.6% | +0.8% | +0.3% | +1.1% | +2.6% | −1.2% | −2.3% | +7.1% | +2.6% |
| 2019 | — | — | — | — | — | — | +0.6% | +0.2% | +0.7% | +0.6% | +1.3% | +1.4% |
C000133600 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 8.63%
- 3-year Sharpe ratio: 0.75 (vs 4.5% risk-free rate)
- Best month: +6.44% (Nov 2023)
- Worst month: −3.99% (Mar 2026)
C000133600 Fund Flows
Monthly money in and out of Goldman Sachs Variable Insurance Trust Trend Driven Allocation Fund, from SEC Form N-PORT.
- 12-month net flow: −$94.6M
- 12-month gross sales (incl. reinvestments): $28.2M
- Sales ÷ redemptions: 0.23×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $278K | $3.1M | −$2.8M |
| May 2026 | $112K | $1.9M | −$1.8M |
| Apr 2026 | $225K | $2.2M | −$2.0M |
| Mar 2026 | $125K | $3.1M | −$2.9M |
| Feb 2026 | $297K | $1.8M | −$1.5M |
| Jan 2026 | $140K | $2.1M | −$2.0M |
| Dec 2025 | $24.1M | $2.9M | $21.2M |
| Nov 2025 | $69K | $3.0M | −$2.9M |
| Oct 2025 | $195K | $90.4M | −$90.2M |
| Sep 2025 | $376K | $3.9M | −$3.5M |
| Aug 2025 | $527K | $4.0M | −$3.5M |
| Jul 2025 | $1.8M | $4.4M | −$2.7M |
C000133600 Assets Under Management
Net assets of Goldman Sachs Variable Insurance Trust Trend Driven Allocation Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $151.61M |
| 2026-03-31 | $146.38M |
| 2025-12-31 | $155.69M |
| 2025-09-30 | $249.21M |
| 2025-06-30 | $245.42M |
| 2025-03-31 | $248.31M |
| 2024-12-31 | $262.05M |
| 2024-09-30 | $275.55M |
| 2024-06-30 | $277.29M |
| 2024-03-31 | $286.06M |
| 2023-12-31 | $277.95M |
| 2023-09-30 | $268.05M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.