Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCTAX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS A) | 5.13% | 10.39% | 17.83% | 13.69% | 10.91% | 13.16% | 9.00% | 7.54% |
Data as of 07/18/2025, AR inception is 04/14/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCTAX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS A) | 04/14/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 10.39 | 17.83 | 13.69 | 10.91 | 13.16 | 9.00 | 7.54 | 5.13 | 23.96 | 23.40 | -20.51 | 28.80 | 17.11 | 25.48 | -8.15 | 19.88 | 9.12 | -0.28 | 13.32 | 38.18 | 15.74 | 3.03 | 13.45 | 21.44 | -36.74 | -0.92 | 13.34 | 8.77 | 18.69 | 29.03 | -20.83 | -11.03 | -0.89 |
| Sharpe Ratio | NA | 0.35 | 0.81 | 0.64 | 0.49 | NA | NA | 0.31 | 0.28 | 1.22 | 1.39 | -0.88 | 1.90 | 0.47 | 1.83 | -0.54 | 2.43 | 0.63 | -0.02 | 1.04 | 3.13 | 1.19 | 0.12 | 0.67 | 0.77 | -0.93 | -0.23 | 0.89 | 0.57 | 1.45 | 1.69 | -0.90 | -0.65 | -0.24 |
| Standard Deviation(%) | NA | 20.82 | 17.90 | 18.53 | 19.34 | NA | NA | 19.99 | 24.00 | 14.19 | 13.86 | 24.86 | 15.14 | 35.77 | 13.13 | 17.67 | 7.95 | 14.14 | 15.97 | 12.81 | 12.18 | 13.28 | 24.37 | 19.86 | 27.54 | 40.57 | 17.14 | 11.43 | 11.61 | 12.22 | 16.80 | 24.45 | 20.91 | 22.12 |
| Draw Down(%) | NA | 20.96 | 20.96 | 26.06 | 35.57 | NA | NA | 57.65 | 20.25 | 9.17 | 10.35 | 25.59 | 6.65 | 35.57 | 8.06 | 22.68 | 3.29 | 13.72 | 12.57 | 8.78 | 6.04 | 11.33 | 20.00 | 17.07 | 27.78 | 47.83 | 13.02 | 9.04 | 6.69 | 7.64 | 13.37 | 31.33 | 27.98 | 18.66 |
| Yield(%) | 0.00 | 0.12 | 0.28 | 0.34 | 0.55 | 1.28 | 0.99 | 0.89 | 0.00 | 0.15 | 0.29 | 0.30 | 0.22 | 0.50 | 0.47 | 0.50 | 0.58 | 0.63 | 0.64 | 0.44 | 2.26 | 1.22 | 0.86 | 0.81 | 1.37 | 0.64 | 0.89 | 0.62 | 0.08 | 0.51 | 0.00 | 0.00 | 0.29 | 0.00 |
Data as of 07/18/2025, AR inception is 04/14/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCTAX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS A) |
-18.09%
Feb 2006 - Feb 2009 |
-6.77%
Feb 2004 - Feb 2009 |
-2.13%
Aug 2000 - Aug 2010 |
3.82%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCTAX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS A) |
24.78%
Feb 2009 - Feb 2012 |
23.62%
Feb 2009 - Feb 2014 |
15.78%
Feb 2009 - Feb 2019 |
14.65%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart