Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCTCX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS C) | 3.78% | 7.99% | 17.65% | 13.17% | 10.20% | 12.18% | 8.17% | 6.75% |
Data as of 07/15/2025, AR inception is 04/14/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCTCX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS C) | 04/14/2000 | 07/15/2025 |
| 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 (%) | 0.05 | 7.99 | 17.65 | 13.17 | 10.20 | 12.18 | 8.17 | 6.75 | 3.78 | 24.35 | 22.92 | -21.32 | 28.14 | 16.30 | 24.54 | -8.85 | 18.92 | 8.37 | -1.05 | 12.48 | 37.07 | 14.94 | 2.22 | 12.59 | 20.56 | -37.16 | -1.75 | 12.48 | 7.97 | 17.77 | 28.13 | -21.36 | -11.85 | -1.33 |
| Sharpe Ratio | NA | 0.32 | 0.77 | 0.61 | 0.46 | NA | NA | 0.27 | 0.25 | 1.21 | 1.34 | -0.89 | 1.95 | 0.45 | 1.76 | -0.58 | 2.32 | 0.58 | -0.07 | 0.97 | 3.04 | 1.14 | 0.09 | 0.63 | 0.74 | -0.94 | -0.28 | 0.80 | 0.50 | 1.37 | 1.64 | -0.92 | -0.69 | -0.27 |
| Standard Deviation(%) | NA | 21.09 | 18.04 | 18.66 | 19.39 | NA | NA | 20.00 | 24.38 | 14.89 | 14.04 | 25.51 | 14.39 | 35.62 | 13.17 | 17.64 | 7.92 | 14.05 | 15.95 | 12.81 | 12.19 | 13.20 | 24.23 | 19.84 | 27.61 | 40.51 | 17.05 | 11.52 | 11.64 | 12.28 | 16.73 | 24.49 | 20.94 | 22.10 |
| Draw Down(%) | NA | 20.36 | 20.36 | 26.37 | 35.60 | NA | NA | 58.16 | 20.36 | 9.20 | 10.55 | 26.11 | 5.89 | 35.60 | 8.12 | 22.82 | 3.35 | 13.77 | 12.88 | 8.82 | 6.07 | 11.42 | 20.13 | 17.19 | 27.91 | 48.10 | 13.33 | 9.22 | 6.90 | 8.09 | 13.33 | 31.72 | 28.31 | 18.83 |
| Yield(%) | 0.00 | 1.51 | 0.76 | 0.52 | 0.38 | 0.74 | 0.50 | 0.43 | 0.00 | 1.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.00 | 1.62 | 0.51 | 0.31 | 0.00 | 0.53 | 0.00 | 0.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.00 |
Data as of 07/15/2025, 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 |
|---|---|---|---|---|
| GCTCX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS C) |
-18.71%
Feb 2006 - Feb 2009 |
-7.48%
Feb 2004 - Feb 2009 |
-2.86%
Aug 2000 - Aug 2010 |
3.04%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCTCX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS C) |
23.85%
Feb 2009 - Feb 2012 |
22.69%
Feb 2009 - Feb 2014 |
14.92%
Feb 2009 - Feb 2019 |
13.80%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart