Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCVIX (GOLDMAN SACHS LARGE CAP VALUE INSIGHTS FUND INSTITUTIONAL) | 5.91% | 10.65% | 10.77% | 8.85% | 7.34% | 9.95% | 6.62% | 6.48% |
Data as of 07/25/2025, AR inception is 01/27/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCVIX (GOLDMAN SACHS LARGE CAP VALUE INSIGHTS FUND INSTITUTIONAL) | 01/27/1999 | 07/25/2025 |
| 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 (%) | 0.78 | 10.65 | 10.77 | 8.85 | 7.34 | 9.95 | 6.62 | 6.48 | 5.91 | 3.74 | 8.46 | -10.18 | 9.43 | 1.48 | 21.01 | -8.82 | 20.52 | 14.93 | -2.56 | 14.38 | 34.75 | 15.64 | 3.40 | 14.25 | 14.74 | -37.25 | -5.32 | 18.28 | 8.71 | 17.94 | 28.99 | -17.88 | -4.88 | 4.56 | 11.09 |
| Sharpe Ratio | NA | 0.43 | 0.48 | 0.39 | 0.31 | NA | NA | 0.25 | 0.38 | -0.17 | 0.33 | -0.56 | 0.43 | 0.03 | 1.60 | -0.67 | 2.62 | 0.99 | -0.17 | 1.24 | 2.89 | 1.21 | 0.14 | 0.71 | 0.48 | -0.86 | -0.48 | 1.45 | 0.57 | 1.51 | 1.74 | -0.78 | -0.44 | 0.03 | 0.55 |
| Standard Deviation(%) | NA | 17.20 | 15.47 | 17.49 | 18.94 | NA | NA | 19.80 | 20.15 | 17.27 | 12.95 | 20.75 | 21.74 | 36.71 | 12.22 | 15.19 | 7.62 | 14.82 | 15.56 | 11.61 | 12.01 | 13.01 | 24.19 | 20.00 | 30.75 | 44.27 | 17.37 | 10.42 | 11.43 | 11.29 | 16.30 | 24.29 | 16.47 | 18.51 | 15.81 |
| Draw Down(%) | NA | 16.71 | 16.71 | 28.97 | 39.20 | NA | NA | 61.74 | 16.13 | 18.13 | 10.81 | 19.12 | 17.37 | 39.20 | 7.96 | 19.85 | 3.68 | 13.66 | 12.07 | 8.18 | 5.74 | 11.25 | 19.84 | 17.46 | 31.76 | 49.58 | 16.42 | 8.55 | 7.40 | 7.42 | 14.19 | 31.50 | 20.56 | 14.89 | 13.27 |
| Yield(%) | 0.00 | 13.55 | 6.47 | 4.93 | 4.56 | 6.51 | 4.43 | 4.79 | 0.32 | 15.46 | 1.70 | 1.30 | 1.59 | 1.65 | 2.10 | 6.19 | 3.11 | 1.74 | 1.81 | 1.47 | 1.85 | 2.31 | 1.98 | 2.01 | 2.38 | 1.82 | 4.75 | 5.84 | 3.23 | 1.66 | 1.58 | 1.22 | 0.98 | 2.08 | 2.38 |
Data as of 07/25/2025, AR inception is 01/27/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCVIX (GOLDMAN SACHS LARGE CAP VALUE INSIGHTS FUND INSTITUTIONAL) |
-19.68%
Feb 2006 - Feb 2009 |
-8.10%
Feb 2004 - Feb 2009 |
-2.29%
Feb 1999 - Feb 2009 |
4.40%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCVIX (GOLDMAN SACHS LARGE CAP VALUE INSIGHTS FUND INSTITUTIONAL) |
23.99%
Feb 2009 - Feb 2012 |
22.88%
Feb 2009 - Feb 2014 |
15.86%
Feb 2009 - Feb 2019 |
11.80%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart