Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSCGX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS A) | 1.73% | 10.37% | 14.82% | 9.38% | 9.85% | 11.88% | 8.93% | 8.79% |
Data as of 06/20/2025, AR inception is 12/21/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSCGX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS A) | 12/21/1990 | 06/20/2025 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 10.37 | 14.82 | 9.38 | 9.85 | 11.88 | 8.93 | 8.79 | 1.73 | 8.21 | 26.36 | -25.81 | 12.26 | 18.53 | 32.32 | -2.82 | 31.84 | 1.92 | 1.97 | 13.66 | 31.64 | 18.56 | -1.48 | 10.83 | 48.22 | -42.89 | 9.59 | 8.17 | 2.35 | 8.77 | 23.53 | -24.90 | -15.25 | -7.73 | 27.29 | 33.90 | 35.09 | 21.39 | 6.01 | -11.34 | 7.53 | 12.74 | 28.59 | 0.23 |
| Sharpe Ratio | NA | 0.36 | 0.68 | 0.39 | 0.43 | NA | NA | 0.36 | 0.05 | 0.09 | 1.65 | -1.02 | 0.68 | 0.52 | 2.46 | -0.23 | 4.09 | 0.12 | 0.12 | 1.07 | 2.69 | 1.35 | -0.06 | 0.62 | 1.79 | -1.04 | 0.40 | 0.43 | 0.02 | 0.69 | 1.29 | -0.98 | -0.80 | -0.55 | 1.32 | 1.41 | 1.72 | 1.68 | 0.12 | -1.12 | 0.52 | 0.81 | 1.94 | NA |
| Standard Deviation(%) | NA | 20.08 | 18.32 | 19.28 | 19.55 | NA | NA | 19.10 | 25.65 | 17.41 | 13.55 | 26.81 | 17.89 | 34.90 | 12.57 | 17.67 | 7.66 | 14.23 | 16.10 | 12.79 | 11.75 | 13.79 | 24.48 | 17.27 | 26.96 | 41.87 | 16.54 | 11.56 | 10.04 | 11.42 | 17.77 | 26.57 | 22.24 | 21.62 | 18.28 | 21.62 | 18.24 | 10.58 | 18.53 | 12.72 | 10.52 | 12.63 | 12.76 | NA |
| Draw Down(%) | NA | 19.59 | 19.59 | 34.27 | 34.27 | NA | NA | 57.27 | 19.59 | 14.38 | 10.92 | 27.28 | 13.82 | 34.09 | 6.10 | 20.14 | 2.89 | 13.62 | 13.06 | 7.04 | 6.91 | 10.33 | 19.72 | 14.92 | 21.15 | 53.13 | 9.71 | 10.86 | 9.15 | 8.49 | 13.74 | 33.88 | 31.38 | 16.43 | 11.03 | 22.89 | 10.15 | 9.90 | 17.84 | 17.66 | 6.84 | 12.28 | 7.82 | NA |
| Yield(%) | 0.00 | 12.45 | 5.90 | 3.71 | 7.34 | 10.84 | 8.02 | 11.63 | 0.00 | 14.05 | 0.45 | 0.25 | 0.00 | 0.25 | 5.12 | 32.20 | 10.42 | 1.48 | 8.20 | 17.00 | 25.14 | 0.13 | 0.18 | 0.00 | 0.00 | 3.67 | 1.19 | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 | 0.14 | 6.98 | 9.37 | 4.23 | 19.62 | 12.52 | 0.88 | 0.07 | 1.04 | 0.54 | 2.95 | 2.93 |
Data as of 06/20/2025, AR inception is 12/21/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSCGX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS A) |
-17.67%
Mar 2000 - Mar 2003 |
-7.90%
Feb 2004 - Feb 2009 |
-4.56%
Feb 1999 - Feb 2009 |
1.45%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSCGX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS A) |
32.29%
Mar 1997 - Mar 2000 |
24.26%
Dec 1994 - Dec 1999 |
16.95%
Feb 2009 - Feb 2019 |
14.31%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart