Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCVCX (GOLDMAN SACHS LARGE CAP VALUE INSIGHTS FUND CLASS C) | 5.96% | 10.78% | 9.77% | 7.83% | 6.10% | 8.73% | 5.42% | 5.08% |
Data as of 07/24/2025, AR inception is 03/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCVCX (GOLDMAN SACHS LARGE CAP VALUE INSIGHTS FUND CLASS C) | 03/22/1999 | 07/24/2025 |
| 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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.46 | 10.78 | 9.77 | 7.83 | 6.10 | 8.73 | 5.42 | 5.08 | 5.96 | 2.73 | 7.25 | -11.21 | 8.07 | 0.31 | 19.63 | -9.81 | 18.85 | 13.61 | -3.68 | 13.08 | 33.20 | 14.33 | 2.25 | 12.90 | 13.52 | -38.05 | -6.36 | 16.96 | 7.47 | 16.64 | 27.43 | -18.81 | -5.96 | 4.10 | 4.41 |
| Sharpe Ratio | NA | 0.26 | 0.46 | 0.31 | 0.23 | NA | NA | 0.18 | 0.26 | -0.22 | 0.23 | -0.61 | 0.37 | 0.00 | 1.49 | -0.74 | 2.42 | 0.91 | -0.24 | 1.12 | 2.76 | 1.10 | 0.09 | 0.64 | 0.44 | -0.87 | -0.54 | 1.32 | 0.47 | 1.38 | 1.65 | -0.83 | -0.51 | 0.00 | 0.15 |
| Standard Deviation(%) | NA | 17.13 | 15.50 | 17.51 | 18.95 | NA | NA | 19.83 | 20.29 | 17.35 | 13.01 | 20.74 | 21.86 | 36.75 | 12.23 | 15.16 | 7.55 | 14.79 | 15.53 | 11.65 | 12.01 | 13.05 | 24.21 | 20.01 | 30.73 | 44.41 | 17.43 | 10.43 | 11.39 | 11.41 | 16.21 | 24.08 | 16.46 | 18.55 | 15.68 |
| Draw Down(%) | NA | 17.00 | 17.00 | 29.76 | 39.23 | NA | NA | 62.50 | 16.21 | 18.05 | 11.04 | 19.50 | 17.61 | 39.23 | 8.03 | 20.08 | 3.80 | 13.82 | 12.31 | 8.28 | 5.86 | 11.40 | 20.20 | 17.55 | 31.83 | 50.16 | 16.89 | 8.60 | 7.46 | 7.55 | 14.25 | 31.94 | 20.87 | 14.93 | 13.45 |
| Yield(%) | 0.00 | 12.96 | 5.43 | 3.72 | 3.15 | 4.25 | 2.95 | 2.91 | 0.07 | 14.42 | 0.54 | 0.28 | 0.33 | 0.63 | 0.83 | 5.08 | 1.61 | 0.54 | 0.68 | 0.27 | 0.56 | 1.09 | 0.84 | 0.85 | 1.29 | 0.88 | 3.61 | 4.66 | 2.10 | 0.48 | 0.40 | 0.20 | 0.00 | 1.65 | 1.38 |
Data as of 07/24/2025, AR inception is 03/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCVCX (GOLDMAN SACHS LARGE CAP VALUE INSIGHTS FUND CLASS C) |
-20.64%
Feb 2006 - Feb 2009 |
-9.17%
Feb 2004 - Feb 2009 |
-2.87%
Apr 1999 - Apr 2009 |
3.19%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCVCX (GOLDMAN SACHS LARGE CAP VALUE INSIGHTS FUND CLASS C) |
22.62%
Feb 2009 - Feb 2012 |
21.50%
Feb 2009 - Feb 2014 |
14.52%
Feb 2009 - Feb 2019 |
10.51%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart