Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCTRX (GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND CLASS R6 SHARES) | 5.32% | 11.24% | 18.73% | 14.62% | NA | NA | NA | 12.49% |
Data as of 07/17/2025, AR inception 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 11.24 | 18.73 | 14.62 | NA | NA | NA | 12.49 | 5.32 | 25.96 | 23.84 | -20.26 | 29.23 | 17.54 | 25.95 | -9.07 |
| Sharpe Ratio | NA | 0.39 | 0.84 | 0.69 | NA | NA | NA | 0.49 | 0.30 | 1.59 | 1.47 | -0.87 | 2.00 | 0.48 | 1.87 | -0.89 |
| Standard Deviation(%) | NA | 20.78 | 17.90 | 18.45 | NA | NA | NA | 20.99 | 24.33 | 14.05 | 13.87 | 24.88 | 14.61 | 35.80 | 13.11 | 16.70 |
| Draw Down(%) | NA | 20.19 | 20.19 | 25.86 | NA | NA | NA | 35.56 | 20.19 | 9.15 | 10.30 | 25.40 | 5.82 | 35.56 | 8.05 | 22.54 |
| Yield(%) | 0.00 | 1.83 | 1.38 | 1.26 | 0.88 | 0.58 | 0.44 | 1.25 | 0.00 | 2.20 | 0.68 | 0.57 | 0.57 | 0.83 | 0.87 | 0.84 |
Data as of 07/17/2025, AR inception 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