Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GRGRX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS R) | 12.93% | 24.48% | 17.24% | 8.11% | 9.20% | 9.40% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRGRX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS R) | 12/06/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.77 | 24.48 | 17.24 | 8.11 | 9.20 | 9.40 | NA | … | … | 12.93 | 12.47 | 15.50 | 7.93 | -7.83 | 13.78 | 3.22 | 24.61 | -6.35 | 10.48 | 12.94 | -3.33 | 10.88 | 32.17 | 19.33 | -7.93 | 11.20 | 17.93 | -35.62 | -13.63 |
| Sharpe Ratio | NA | 2.14 | 1.14 | 0.39 | 0.47 | NA | NA | … | … | 2.61 | 0.64 | 1.16 | 0.36 | -0.49 | 0.99 | 0.09 | 2.27 | -0.55 | 1.32 | 0.93 | -0.22 | 0.97 | 2.84 | 1.41 | -0.31 | 0.57 | 0.69 | -0.94 | -1.78 |
| Standard Deviation(%) | NA | 10.20 | 12.24 | 14.20 | 16.34 | NA | NA | … | … | 11.61 | 15.04 | 10.21 | 11.86 | 18.82 | 13.90 | 34.08 | 10.18 | 14.10 | 7.45 | 13.63 | 15.32 | 11.16 | 11.31 | 13.83 | 25.79 | 19.44 | 25.98 | 38.88 | 51.88 |
| Draw Down(%) | NA | 5.49 | 14.84 | 18.56 | 35.14 | NA | NA | … | … | 5.49 | 14.74 | 6.51 | 9.31 | 16.07 | 7.93 | 35.14 | 5.18 | 16.33 | 4.67 | 11.75 | 14.89 | 8.59 | 5.56 | 10.87 | 24.99 | 16.82 | 26.47 | 46.27 | 15.49 |
| Yield(%) | 0.00 | 9.65 | 8.77 | 5.21 | 5.23 | 5.75 | 3.17 | … | … | 0.00 | 10.02 | 10.25 | 4.64 | 1.29 | 1.38 | 1.30 | 6.33 | 2.21 | 1.93 | 1.77 | 1.58 | 1.07 | 1.12 | 1.13 | 1.08 | 0.91 | 1.66 | 1.96 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRGRX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS R) |
-4.85%
Aug 2008 – Aug 2011 |
0.67%
Jan 2008 – Jan 2013 |
4.94%
May 2008 – May 2018 |
4.78%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRGRX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS R) |
23.02%
Sep 2011 – Sep 2014 |
18.49%
Feb 2009 – Feb 2014 |
12.29%
Feb 2009 – Feb 2019 |
10.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart