Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GRGUX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS R6 SHARES) | 6.23% | 11.40% | 12.29% | 12.20% | NA | NA | NA | 10.12% |
Data as of 07/21/2025, AR inception is 08/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRGUX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS R6 SHARES) | 08/06/2015 | 07/21/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 11.40 | 12.29 | 12.20 | NA | NA | NA | 10.12 | 6.23 | 16.14 | 8.54 | -4.11 | 22.21 | 3.82 | 25.37 | -5.71 | 11.37 | 13.72 | -2.41 |
| Sharpe Ratio | NA | 0.53 | 0.70 | 0.71 | NA | NA | NA | 0.46 | 0.48 | 1.23 | 0.42 | -0.30 | 1.84 | 0.10 | 2.35 | -0.49 | 1.44 | 0.99 | -0.30 |
| Standard Deviation(%) | NA | 15.72 | 14.09 | 14.41 | NA | NA | NA | 16.76 | 18.64 | 10.19 | 11.86 | 18.59 | 12.03 | 34.08 | 10.17 | 14.39 | 7.47 | 13.68 | 19.68 |
| Draw Down(%) | NA | 14.67 | 14.67 | 15.71 | NA | NA | NA | 35.07 | 14.67 | 6.47 | 9.17 | 15.71 | 5.11 | 35.07 | 5.16 | 15.83 | 4.55 | 11.65 | 11.99 |
| Yield(%) | 0.00 | 9.14 | 7.03 | 7.27 | 6.00 | 4.00 | 3.00 | 6.67 | 0.30 | 10.56 | 5.07 | 5.00 | 9.31 | 1.82 | 6.86 | 2.78 | 2.75 | 2.40 | 2.09 |
Data as of 07/21/2025, AR inception is 08/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRGUX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS R6 SHARES) |
-0.46%
Mar 2017 - Mar 2020 |
5.90%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRGUX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS R6 SHARES) |
16.73%
Dec 2018 - Dec 2021 |
15.09%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart