Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GCTRX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS R6 SHARES) | 5.19% | 19.86% | 18.93% | 11.12% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCTRX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS R6 SHARES) | 05/01/2018 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.49 | 19.86 | 18.93 | 11.12 | NA | NA | NA | … | … | 5.19 | 15.38 | 25.96 | 23.84 | -20.26 | 29.23 | 17.54 | 25.95 | -9.07 |
| Sharpe Ratio | NA | 1.86 | 1.14 | 0.54 | NA | NA | NA | … | … | 1.47 | 0.65 | 1.59 | 1.47 | -0.87 | 2.00 | 0.48 | 1.87 | -0.89 |
| Standard Deviation(%) | NA | 12.65 | 15.69 | 17.73 | NA | NA | NA | … | … | 14.18 | 19.33 | 14.05 | 13.87 | 24.88 | 14.61 | 35.80 | 13.11 | 16.70 |
| Draw Down(%) | NA | 10.00 | 20.19 | 25.86 | NA | NA | NA | … | … | 10.00 | 20.19 | 9.15 | 10.30 | 25.40 | 5.82 | 35.56 | 8.05 | 22.54 |
| Yield(%) | 0.00 | 0.60 | 1.27 | 0.98 | 1.00 | 0.67 | 0.50 | … | … | 0.00 | 0.61 | 2.20 | 0.68 | 0.57 | 0.57 | 0.83 | 0.87 | 0.84 |
Data as of 06/10/2026, Common starting date is 05/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCTRX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS R6 SHARES) |
6.60%
Dec 2019 – Dec 2022 |
7.17%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCTRX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS R6 SHARES) |
24.14%
Dec 2018 – Dec 2021 |
17.78%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart