Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAPAX (GOLDMAN SACHS EQUITY GROWTH STRATEGY PORTFOLIO CLASS A) | 9.44% | 13.54% | 13.64% | 9.21% | 7.96% | 9.28% | 6.62% | 5.97% |
Data as of 07/03/2025, AR inception is 01/26/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAPAX (GOLDMAN SACHS EQUITY GROWTH STRATEGY PORTFOLIO CLASS A) | 01/26/1998 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.78 | 13.54 | 13.64 | 9.21 | 7.96 | 9.28 | 6.62 | 5.97 | 9.44 | 8.08 | 16.11 | -21.67 | 13.23 | 11.52 | 25.66 | -11.40 | 25.96 | 6.83 | 0.83 | 3.01 | 23.51 | 17.00 | -7.52 | 12.66 | 29.26 | -42.60 | 4.97 | 20.64 | 12.55 | 18.91 | 35.00 | -16.03 | -13.63 | -11.47 | 25.38 | 1.45 |
| Sharpe Ratio | NA | 0.54 | 0.61 | 0.44 | 0.36 | NA | NA | 0.24 | 0.73 | 0.10 | 0.94 | -1.02 | 0.89 | 0.33 | 2.07 | -0.90 | 3.50 | 0.46 | 0.06 | 0.28 | 2.03 | 1.27 | -0.31 | 0.62 | 1.01 | -1.05 | 0.12 | 1.50 | 1.04 | 1.49 | 2.47 | -0.94 | -1.00 | -0.94 | 1.88 | -0.11 |
| Standard Deviation(%) | NA | 19.20 | 16.51 | 17.09 | 17.85 | NA | NA | 18.45 | 22.99 | 14.26 | 12.69 | 22.71 | 14.78 | 33.63 | 11.74 | 14.19 | 7.27 | 14.30 | 14.42 | 10.76 | 11.58 | 13.45 | 24.37 | 20.17 | 28.90 | 41.20 | 17.13 | 11.60 | 9.98 | 12.03 | 13.89 | 18.17 | 16.19 | 16.63 | 11.77 | 15.96 |
| Draw Down(%) | NA | 18.34 | 18.34 | 30.80 | 36.31 | NA | NA | 60.18 | 18.34 | 11.79 | 11.17 | 27.14 | 9.45 | 36.31 | 6.89 | 21.25 | 2.02 | 12.19 | 13.13 | 9.88 | 8.85 | 12.38 | 24.42 | 16.44 | 27.71 | 54.13 | 12.37 | 12.91 | 7.37 | 9.20 | 13.22 | 27.68 | 28.68 | 17.32 | 7.41 | 27.09 |
| Yield(%) | 0.00 | 8.45 | 5.05 | 4.71 | 4.36 | 5.48 | 4.24 | 4.16 | 0.00 | 9.55 | 1.78 | 2.39 | 6.54 | 0.94 | 6.69 | 2.28 | 2.43 | 1.25 | 0.98 | 1.85 | 1.85 | 2.07 | 2.16 | 1.97 | 1.85 | 5.85 | 7.35 | 4.45 | 0.20 | 0.18 | 0.79 | 0.49 | 0.00 | 3.46 | 1.23 | 0.94 |
Data as of 07/03/2025, AR inception is 01/26/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAPAX (GOLDMAN SACHS EQUITY GROWTH STRATEGY PORTFOLIO CLASS A) |
-17.73%
Feb 2006 - Feb 2009 |
-6.87%
Mar 1998 - Mar 2003 |
-1.41%
Feb 1999 - Feb 2009 |
2.97%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAPAX (GOLDMAN SACHS EQUITY GROWTH STRATEGY PORTFOLIO CLASS A) |
27.24%
Mar 2003 - Mar 2006 |
20.10%
Sep 2002 - Sep 2007 |
12.68%
Feb 2009 - Feb 2019 |
10.62%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart