Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAXCX (GOLDMAN SACHS EQUITY GROWTH STRATEGY PORTFOLIO CLASS C) | 9.00% | 12.00% | 12.64% | 7.85% | 6.80% | 8.15% | 5.73% | 5.58% |
Data as of 07/18/2025, AR inception is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAXCX (GOLDMAN SACHS EQUITY GROWTH STRATEGY PORTFOLIO CLASS C) | 11/12/1998 | 07/18/2025 |
| 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 (%) | 0.63 | 12.00 | 12.64 | 7.85 | 6.80 | 8.15 | 5.73 | 5.58 | 9.00 | 7.70 | 15.12 | -22.36 | 12.15 | 10.60 | 24.72 | -12.04 | 25.08 | 5.97 | 0.13 | 2.19 | 22.60 | 16.14 | -8.28 | 11.83 | 28.40 | -43.02 | 4.23 | 19.67 | 11.76 | 17.90 | 34.06 | -16.81 | -14.31 | -12.01 | 24.35 | 6.74 |
| Sharpe Ratio | NA | 0.46 | 0.56 | 0.35 | 0.30 | NA | NA | 0.22 | 0.64 | 0.08 | 0.86 | -1.05 | 0.84 | 0.31 | 1.99 | -0.94 | 3.39 | 0.40 | 0.01 | 0.20 | 1.96 | 1.20 | -0.34 | 0.59 | 0.98 | -1.07 | 0.07 | 1.42 | 0.96 | 1.41 | 2.42 | -1.01 | -1.05 | -0.97 | 1.80 | 5.37 |
| Standard Deviation(%) | NA | 19.15 | 16.44 | 16.98 | 17.79 | NA | NA | 18.45 | 22.23 | 14.18 | 12.76 | 22.64 | 14.45 | 33.63 | 11.72 | 14.19 | 7.25 | 14.37 | 14.39 | 10.82 | 11.51 | 13.51 | 24.34 | 20.07 | 28.80 | 41.12 | 17.09 | 11.64 | 9.99 | 12.06 | 13.81 | 17.81 | 16.11 | 16.65 | 11.76 | 11.44 |
| Draw Down(%) | NA | 18.46 | 18.46 | 31.44 | 36.37 | NA | NA | 60.56 | 18.46 | 11.46 | 11.35 | 27.54 | 9.73 | 36.37 | 6.97 | 21.73 | 2.06 | 12.30 | 13.36 | 10.09 | 8.88 | 12.48 | 24.66 | 16.59 | 27.82 | 54.42 | 12.40 | 12.90 | 7.49 | 9.30 | 13.32 | 28.09 | 29.03 | 17.77 | 7.54 | 3.77 |
| Yield(%) | 0.00 | 7.98 | 4.34 | 3.85 | 3.25 | 3.93 | 3.26 | 3.42 | 0.00 | 9.04 | 0.94 | 1.77 | 5.77 | 0.09 | 5.73 | 0.39 | 1.56 | 0.48 | 0.20 | 1.11 | 1.08 | 1.43 | 1.45 | 1.24 | 1.07 | 5.46 | 6.97 | 4.04 | 0.00 | 0.00 | 0.06 | 0.32 | 0.00 | 2.84 | 0.50 | 0.55 |
Data as of 07/18/2025, AR inception is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAXCX (GOLDMAN SACHS EQUITY GROWTH STRATEGY PORTFOLIO CLASS C) |
-18.31%
Feb 2006 - Feb 2009 |
-6.25%
Feb 2004 - Feb 2009 |
-2.15%
Feb 1999 - Feb 2009 |
2.19%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAXCX (GOLDMAN SACHS EQUITY GROWTH STRATEGY PORTFOLIO CLASS C) |
26.30%
Mar 2003 - Mar 2006 |
19.21%
Sep 2002 - Sep 2007 |
11.83%
Feb 2009 - Feb 2019 |
9.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart