Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCVRX (GOLDMAN SACHS LARGE CAP VALUE INSIGHTS FUND CLASS R) | 4.68% | 8.17% | 9.98% | 7.81% | 6.34% | 9.33% | NA | 5.52% |
Data as of 07/22/2025, AR inception is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCVRX (GOLDMAN SACHS LARGE CAP VALUE INSIGHTS FUND CLASS R) | 12/06/2007 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 8.17 | 9.98 | 7.81 | 6.34 | 9.33 | NA | 5.52 | 4.68 | 3.19 | 7.74 | -10.73 | 8.64 | 0.84 | 20.24 | -9.35 | 19.57 | 14.16 | -3.17 | 13.66 | 33.75 | 14.93 | 2.75 | 13.53 | 14.17 | -37.75 | -7.41 |
| Sharpe Ratio | NA | 0.28 | 0.49 | 0.34 | 0.25 | NA | NA | 0.21 | 0.27 | -0.20 | 0.27 | -0.59 | 0.40 | 0.02 | 1.54 | -0.72 | 2.51 | 0.94 | -0.21 | 1.17 | 2.83 | 1.15 | 0.11 | 0.67 | 0.46 | -0.87 | -3.07 |
| Standard Deviation(%) | NA | 17.22 | 15.54 | 17.52 | 18.94 | NA | NA | 21.42 | 20.45 | 17.31 | 13.02 | 20.74 | 21.79 | 36.76 | 12.24 | 14.85 | 7.59 | 14.81 | 15.58 | 11.68 | 11.94 | 13.07 | 24.30 | 20.05 | 30.86 | 44.40 | 23.50 |
| Draw Down(%) | NA | 16.83 | 16.83 | 29.40 | 39.22 | NA | NA | 59.85 | 16.14 | 18.10 | 10.90 | 19.31 | 17.50 | 39.22 | 8.01 | 19.95 | 3.73 | 13.77 | 12.17 | 8.29 | 5.82 | 11.34 | 20.03 | 17.44 | 31.76 | 49.91 | 9.26 |
| Yield(%) | 0.00 | 13.10 | 5.94 | 4.23 | 3.73 | 5.40 | 2.67 | 3.14 | 0.18 | 14.92 | 1.07 | 0.74 | 0.90 | 1.11 | 1.39 | 5.60 | 2.32 | 1.09 | 1.34 | 0.74 | 1.19 | 1.62 | 1.34 | 1.35 | 1.87 | 1.28 | 0.00 |
Data as of 07/22/2025, AR inception is 12/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCVRX (GOLDMAN SACHS LARGE CAP VALUE INSIGHTS FUND CLASS R) |
-4.82%
Jan 2008 - Jan 2011 |
0.55%
Sep 2018 - Sep 2023 |
5.11%
Oct 2013 - Oct 2023 |
5.02%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCVRX (GOLDMAN SACHS LARGE CAP VALUE INSIGHTS FUND CLASS R) |
23.24%
Feb 2009 - Feb 2012 |
22.11%
Feb 2009 - Feb 2014 |
15.11%
Feb 2009 - Feb 2019 |
11.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart