Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAPIX (GOLDMAN SACHS EQUITY GROWTH STRATEGY PORTFOLIO INSTITUTIONAL) | 10.74% | 15.81% | 12.39% | 9.54% | 8.40% | 9.23% | 6.91% | 6.44% |
Data as of 07/28/2025, AR inception is 01/23/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAPIX (GOLDMAN SACHS EQUITY GROWTH STRATEGY PORTFOLIO INSTITUTIONAL) | 01/23/1998 | 07/28/2025 |
| 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 (%) | 0.71 | 15.81 | 12.39 | 9.54 | 8.40 | 9.23 | 6.91 | 6.44 | 10.74 | 8.25 | 16.60 | -21.31 | 13.74 | 11.95 | 26.19 | -11.07 | 26.48 | 7.20 | 1.31 | 3.38 | 23.97 | 17.49 | -7.16 | 13.20 | 29.81 | -42.36 | 5.41 | 21.05 | 12.96 | 19.47 | 35.47 | -15.57 | -13.36 | -11.07 | 25.74 | 1.68 |
| Sharpe Ratio | NA | 0.78 | 0.61 | 0.45 | 0.40 | NA | NA | 0.26 | 0.83 | 0.12 | 0.98 | -1.00 | 0.95 | 0.35 | 2.12 | -0.87 | 3.59 | 0.49 | 0.09 | 0.31 | 2.07 | 1.29 | -0.30 | 0.65 | 1.03 | -1.05 | 0.14 | 1.54 | 1.08 | 1.54 | 2.44 | -0.94 | -0.99 | -0.91 | 1.92 | -0.10 |
| Standard Deviation(%) | NA | 19.00 | 16.38 | 16.96 | 17.80 | NA | NA | 18.41 | 21.88 | 14.33 | 12.69 | 22.66 | 14.37 | 33.68 | 11.69 | 14.24 | 7.22 | 14.36 | 14.39 | 10.80 | 11.56 | 13.60 | 24.34 | 20.14 | 28.87 | 41.12 | 17.11 | 11.57 | 10.02 | 12.03 | 14.23 | 17.79 | 16.15 | 16.63 | 11.73 | 15.94 |
| Draw Down(%) | NA | 18.31 | 18.31 | 30.49 | 36.31 | NA | NA | 59.97 | 18.31 | 11.93 | 11.07 | 26.92 | 9.31 | 36.31 | 6.90 | 20.96 | 2.06 | 12.15 | 13.00 | 9.77 | 8.77 | 12.41 | 24.29 | 16.34 | 27.68 | 53.95 | 12.33 | 12.91 | 7.38 | 9.12 | 13.14 | 27.41 | 28.52 | 17.15 | 7.31 | 27.09 |
| Yield(%) | 0.00 | 8.69 | 5.07 | 4.98 | 4.72 | 5.64 | 4.52 | 4.68 | 0.00 | 9.79 | 2.15 | 2.67 | 6.86 | 1.29 | 7.03 | 2.49 | 2.88 | 1.67 | 1.39 | 2.25 | 2.31 | 2.68 | 2.59 | 2.51 | 2.29 | 6.17 | 7.64 | 4.70 | 0.55 | 0.56 | 1.21 | 0.58 | 0.00 | 3.86 | 1.68 | 1.16 |
Data as of 07/28/2025, AR inception is 01/23/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAPIX (GOLDMAN SACHS EQUITY GROWTH STRATEGY PORTFOLIO INSTITUTIONAL) |
-17.39%
Feb 2006 - Feb 2009 |
-6.52%
Mar 1998 - Mar 2003 |
-1.01%
Feb 1999 - Feb 2009 |
3.39%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAPIX (GOLDMAN SACHS EQUITY GROWTH STRATEGY PORTFOLIO INSTITUTIONAL) |
27.78%
Mar 2003 - Mar 2006 |
20.58%
Sep 2002 - Sep 2007 |
13.15%
Feb 2009 - Feb 2019 |
11.07%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart