Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GGCRX (GOLDMAN SACHS CONCENTRATED GROWTH FUND CLASS R) | NA | 23.44% | 4.29% | 13.80% | 11.26% | 13.95% | NA | 8.18% |
Data as of 12/13/2023, AR inception is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGCRX (GOLDMAN SACHS CONCENTRATED GROWTH FUND CLASS R) | 12/06/2007 | 12/13/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.44 | 4.29 | 13.80 | 11.26 | 13.95 | NA | 8.18 | 30.97 | -31.67 | 22.75 | 34.16 | 37.33 | -2.78 | 27.06 | -0.52 | 1.06 | 11.49 | 29.01 | 19.14 | -3.52 | 10.57 | 48.06 | -44.16 | -7.32 |
| Sharpe Ratio | NA | 1.08 | 0.09 | 0.43 | 0.46 | NA | NA | 0.32 | 1.71 | -1.01 | 0.69 | 0.94 | 2.50 | -0.20 | 3.40 | -0.05 | 0.06 | 0.91 | 2.40 | 1.38 | -0.15 | 0.61 | 1.79 | -1.04 | -2.32 |
| Standard Deviation(%) | NA | 17.79 | 29.85 | 29.00 | 22.60 | NA | NA | 23.70 | 16.77 | 32.96 | 32.71 | 35.76 | 14.37 | 20.39 | 7.81 | 14.15 | 16.15 | 12.57 | 12.10 | 13.98 | 23.97 | 17.20 | 26.81 | 43.24 | 30.89 |
| Draw Down(%) | NA | 7.91 | 47.56 | 47.56 | 47.56 | NA | NA | 56.93 | 7.71 | 36.58 | 20.93 | 31.52 | 6.80 | 22.79 | 3.24 | 14.07 | 13.33 | 7.21 | 7.28 | 11.36 | 19.40 | 14.33 | 18.05 | 53.82 | 10.04 |
| Yield(%) | 0.00 | 12.68 | 12.70 | 13.07 | 11.25 | 18.08 | 6.74 | 8.42 | 0.00 | 8.20 | 22.35 | 8.32 | 10.90 | 13.10 | 14.59 | 0.46 | 11.29 | 19.82 | 11.90 | 0.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/13/2023, 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 |
|---|---|---|---|---|
| GGCRX (GOLDMAN SACHS CONCENTRATED GROWTH FUND CLASS R) |
-2.50%
Aug 2008 - Aug 2011 |
3.19%
May 2008 - May 2013 |
7.51%
May 2008 - May 2018 |
8.55%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGCRX (GOLDMAN SACHS CONCENTRATED GROWTH FUND CLASS R) |
31.26%
Dec 2018 - Dec 2021 |
22.81%
Dec 2016 - Dec 2021 |
17.25%
Sep 2011 - Sep 2021 |
10.79%
Sep 2008 - Sep 2023 |
Annualized Rolling Returns Comparison Chart