Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCGAX (GOLDMAN SACHS CONCENTRATED GROWTH FUND CLASS A) | 0.00% | 2.11% | 8.32% | 12.60% | 11.19% | 11.73% | 9.78% | 9.57% |
Data as of 04/17/2025, AR inception is 12/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCGAX (GOLDMAN SACHS CONCENTRATED GROWTH FUND CLASS A) | 12/30/2002 | 04/17/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.11 | 8.32 | 12.60 | 11.19 | 11.73 | 9.78 | 9.57 | 0.00 | -22.07 | 40.68 | -38.60 | 1.37 | 26.15 | 37.72 | -2.57 | 27.42 | -0.31 | 1.36 | 11.72 | 29.37 | 19.40 | -3.26 | 10.85 | 48.25 | -43.99 | 13.13 | 9.19 | 3.23 | 1.91 | 24.79 | 0.50 |
| Sharpe Ratio | NA | -1.06 | -0.41 | -0.17 | 0.09 | NA | NA | 0.22 | 0.00 | -0.89 | 2.28 | -1.18 | 0.05 | 0.72 | 2.53 | -0.19 | 3.44 | -0.04 | 0.08 | 0.93 | 2.43 | 1.40 | -0.14 | 0.62 | 1.80 | -1.03 | 0.62 | 0.48 | 0.10 | 0.08 | 1.17 | NA |
| Standard Deviation(%) | NA | 31.06 | 26.76 | 26.75 | 23.59 | NA | NA | 21.92 | NA | 32.07 | 16.10 | 33.88 | 26.99 | 36.08 | 14.35 | 20.39 | 7.83 | 14.14 | 16.13 | 12.54 | 12.07 | 13.94 | 23.99 | 17.29 | 26.83 | 43.27 | 16.32 | 12.38 | 11.03 | 12.32 | 20.57 | 0.00 |
| Draw Down(%) | NA | 27.16 | 30.44 | 51.68 | 51.68 | NA | NA | 55.85 | 0.00 | 30.44 | 11.08 | 39.88 | 22.77 | 31.53 | 6.76 | 22.70 | 3.21 | 14.04 | 13.33 | 7.15 | 7.26 | 11.30 | 19.38 | 14.25 | 18.01 | 53.74 | 9.18 | 10.96 | 9.85 | 12.23 | 16.19 | 0.00 |
| Yield(%) | 0.00 | 27.89 | 13.56 | 16.22 | 12.71 | 14.38 | 12.39 | 12.99 | 0.00 | 30.02 | 0.71 | 7.66 | 21.22 | 7.95 | 10.48 | 12.68 | 14.25 | 0.65 | 11.06 | 19.53 | 11.77 | 0.48 | 0.00 | 0.00 | 0.00 | 0.00 | 7.92 | 3.64 | 2.47 | 0.00 | 0.72 | 0.00 |
Data as of 04/17/2025, AR inception is 12/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCGAX (GOLDMAN SACHS CONCENTRATED GROWTH FUND CLASS A) |
-14.90%
Feb 2006 - Feb 2009 |
-7.62%
Feb 2004 - Feb 2009 |
5.36%
Aug 2003 - Aug 2013 |
6.31%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCGAX (GOLDMAN SACHS CONCENTRATED GROWTH FUND CLASS A) |
31.33%
Dec 2018 - Dec 2021 |
23.09%
Oct 2016 - Oct 2021 |
17.54%
Sep 2011 - Sep 2021 |
15.70%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart