Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GCRIX (GOLDMAN SACHS CONCENTRATED GROWTH FUND INSTITUTIONAL) | NA | 2.06% | 4.98% | 5.71% | 7.93% | 9.68% | 8.37% | … | … |
Data as of 04/17/2025, Common starting date is 09/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCRIX (GOLDMAN SACHS CONCENTRATED GROWTH FUND INSTITUTIONAL) | 09/30/2002 | 04/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 | 2.06 | 4.98 | 5.71 | 7.93 | 9.68 | 8.37 | … | … | 0.00 | 8.15 | 41.78 | -37.61 | 3.59 | 27.28 | 38.14 | -2.19 | 27.91 | 0.08 | 1.75 | 12.20 | 29.90 | 19.90 | -2.90 | 11.29 | 48.96 | -43.81 | 13.59 | 9.63 | 3.59 | 2.38 | 25.26 | 7.65 |
| Sharpe Ratio | NA | -0.55 | 0.08 | 0.17 | 0.31 | NA | NA | … | … | 0.00 | 0.53 | 2.39 | -1.17 | 0.14 | 0.75 | 2.56 | -0.18 | 3.50 | -0.01 | 0.11 | 0.97 | 2.47 | 1.43 | -0.12 | 0.65 | 1.82 | -1.03 | 0.65 | 0.50 | 0.12 | 0.11 | 1.19 | 1.11 |
| Standard Deviation(%) | NA | 2.41 | 19.73 | 22.44 | 21.22 | NA | NA | … | … | NA | 8.54 | 16.12 | 33.55 | 25.58 | 35.99 | 14.33 | 20.32 | 7.82 | 14.10 | 16.10 | 12.55 | 12.08 | 13.99 | 23.99 | 17.25 | 26.83 | 43.29 | 16.22 | 12.40 | 11.14 | 12.47 | 20.58 | 29.41 |
| Draw Down(%) | NA | 0.96 | 27.74 | 49.97 | 49.97 | NA | NA | … | … | 0.00 | 5.41 | 11.04 | 38.94 | 21.31 | 31.47 | 6.71 | 22.63 | 3.20 | 14.00 | 13.29 | 7.17 | 7.25 | 11.27 | 19.30 | 14.22 | 17.92 | 53.66 | 9.20 | 10.83 | 9.76 | 12.09 | 16.18 | 8.45 |
| Yield(%) | 0.00 | 24.50 | 9.37 | 6.42 | 7.76 | 10.04 | 9.06 | … | … | 0.00 | 26.39 | 0.62 | 0.00 | 0.00 | 0.00 | 9.88 | 12.02 | 13.88 | 1.07 | 10.78 | 19.06 | 11.61 | 0.94 | 0.34 | 0.16 | 0.00 | 0.00 | 7.80 | 3.60 | 2.76 | 0.00 | 0.72 | 0.00 |
Data as of 04/17/2025, Common starting date is 09/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCRIX (GOLDMAN SACHS CONCENTRATED GROWTH FUND INSTITUTIONAL) |
-14.55%
Feb 2006 – Feb 2009 |
-7.25%
Feb 2004 – Feb 2009 |
5.07%
Nov 2002 – Nov 2012 |
5.67%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCRIX (GOLDMAN SACHS CONCENTRATED GROWTH FUND INSTITUTIONAL) |
25.93%
Oct 2018 – Oct 2021 |
22.51%
Feb 2009 – Feb 2014 |
17.30%
Sep 2011 – Sep 2021 |
13.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart