Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCTIX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND INSTITUTIONAL) | 4.64% | 9.14% | 17.98% | 14.19% | 11.23% | 13.54% | 9.38% | 7.94% |
Data as of 07/17/2025, AR inception is 04/14/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCTIX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND INSTITUTIONAL) | 04/14/2000 | 07/17/2025 |
| 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 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 9.14 | 17.98 | 14.19 | 11.23 | 13.54 | 9.38 | 7.94 | 4.64 | 24.41 | 23.80 | -20.26 | 29.22 | 17.53 | 25.90 | -7.78 | 20.30 | 9.64 | 0.10 | 13.79 | 38.73 | 16.17 | 3.43 | 14.04 | 21.90 | -36.42 | -0.65 | 13.76 | 9.25 | 19.10 | 29.70 | -20.48 | -10.78 | -0.44 |
| Sharpe Ratio | NA | 0.32 | 0.81 | 0.67 | 0.52 | NA | NA | 0.33 | 0.29 | 1.26 | 1.42 | -0.87 | 2.00 | 0.48 | 1.86 | -0.52 | 2.49 | 0.67 | 0.00 | 1.08 | 3.16 | 1.22 | 0.14 | 0.70 | 0.79 | -0.92 | -0.21 | 0.92 | 0.61 | 1.48 | 1.75 | -0.88 | -0.63 | -0.22 |
| Standard Deviation(%) | NA | 20.90 | 17.95 | 18.46 | 19.30 | NA | NA | 19.99 | 24.41 | 14.18 | 13.87 | 24.83 | 14.62 | 35.81 | 13.13 | 17.63 | 7.93 | 14.12 | 15.90 | 12.75 | 12.26 | 13.29 | 24.39 | 19.88 | 27.60 | 40.66 | 17.12 | 11.49 | 11.55 | 12.27 | 16.59 | 24.43 | 21.01 | 22.17 |
| Draw Down(%) | NA | 20.84 | 20.84 | 25.86 | 35.54 | NA | NA | 57.32 | 20.19 | 9.15 | 10.26 | 25.41 | 5.83 | 35.54 | 8.02 | 22.56 | 3.24 | 13.63 | 12.38 | 8.69 | 5.95 | 11.25 | 19.91 | 16.99 | 27.73 | 47.56 | 12.93 | 9.07 | 6.60 | 7.63 | 13.23 | 31.22 | 27.78 | 18.53 |
| Yield(%) | 0.00 | 0.43 | 0.67 | 0.76 | 0.96 | 2.09 | 1.59 | 1.46 | 0.00 | 0.52 | 0.65 | 0.56 | 0.55 | 0.81 | 0.85 | 0.10 | 1.02 | 1.06 | 1.02 | 0.83 | 2.73 | 1.74 | 1.50 | 1.22 | 1.84 | 1.03 | 1.22 | 0.96 | 0.39 | 0.93 | 0.00 | 0.00 | 0.39 | 0.00 |
Data as of 07/17/2025, 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 |
|---|---|---|---|---|
| GCTIX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND INSTITUTIONAL) |
-17.73%
Feb 2006 - Feb 2009 |
-6.38%
Feb 2004 - Feb 2009 |
-1.73%
Aug 2000 - Aug 2010 |
4.24%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCTIX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND INSTITUTIONAL) |
25.25%
Feb 2009 - Feb 2012 |
24.09%
Feb 2009 - Feb 2014 |
16.24%
Feb 2009 - Feb 2019 |
15.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart