Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSGRX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS A) | 7.54% | 5.46% | 7.08% | 7.65% | 6.58% | 8.50% | 6.10% | 6.94% |
Data as of 07/25/2025, AR inception is 06/23/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSGRX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS A) | 06/23/1993 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.35 | 5.46 | 7.08 | 7.65 | 6.58 | 8.50 | 6.10 | 6.94 | 7.54 | 7.14 | 4.97 | -7.57 | 14.13 | 3.49 | 24.98 | -6.11 | 10.82 | 13.27 | -3.08 | 11.12 | 32.47 | 19.59 | -7.67 | 11.47 | 18.23 | -35.55 | 1.43 | 22.28 | 3.70 | 18.82 | 23.96 | -11.59 | -9.87 | -6.39 | 5.83 | -5.45 | 27.71 | 26.96 | 29.53 | 3.69 | 6.99 |
| Sharpe Ratio | NA | 0.13 | 0.25 | 0.37 | 0.30 | NA | NA | 0.30 | 0.59 | 0.04 | 0.06 | -0.48 | 1.02 | 0.10 | 2.32 | -0.53 | 1.37 | 0.96 | -0.20 | 1.00 | 2.87 | 1.42 | -0.30 | 0.59 | 0.70 | -0.94 | -0.10 | 2.00 | 0.15 | 1.76 | 1.67 | -0.60 | -0.65 | -0.52 | 0.18 | -0.56 | 1.64 | 1.48 | 3.11 | 0.08 | 1.81 |
| Standard Deviation(%) | NA | 17.83 | 14.95 | 15.25 | 17.06 | NA | NA | 17.41 | 18.34 | 13.24 | 11.80 | 18.83 | 13.89 | 34.08 | 10.17 | 14.09 | 7.46 | 13.60 | 15.32 | 11.15 | 11.31 | 13.86 | 25.78 | 19.45 | 25.95 | 38.86 | 16.35 | 9.56 | 10.22 | 10.17 | 13.91 | 21.15 | 19.04 | 20.22 | 14.42 | 15.76 | 14.67 | 15.76 | 8.25 | 9.11 | 6.40 |
| Draw Down(%) | NA | 21.12 | 21.12 | 21.12 | 35.11 | NA | NA | 54.96 | 14.68 | 13.47 | 9.26 | 15.89 | 7.89 | 35.11 | 5.18 | 16.15 | 4.62 | 11.70 | 14.86 | 8.58 | 5.54 | 10.79 | 24.91 | 16.78 | 26.39 | 46.22 | 12.09 | 7.23 | 6.63 | 6.59 | 13.14 | 25.41 | 25.26 | 13.37 | 17.44 | 26.97 | 9.35 | 8.96 | 4.07 | 11.09 | 3.77 |
| Yield(%) | 0.00 | 1.03 | 1.55 | 1.77 | 2.63 | 3.52 | 3.29 | 5.57 | 0.24 | 1.60 | 1.78 | 1.62 | 1.64 | 1.53 | 6.58 | 2.44 | 2.26 | 2.01 | 1.80 | 1.24 | 1.31 | 1.37 | 1.31 | 1.14 | 1.75 | 2.14 | 12.91 | 7.12 | 1.42 | 1.80 | 1.38 | 1.29 | 0.00 | 0.00 | 6.44 | 0.79 | 11.92 | 11.83 | 1.97 | 1.81 | 1.55 |
Data as of 07/25/2025, AR inception is 06/23/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSGRX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS A) |
-14.23%
Feb 2006 - Feb 2009 |
-8.53%
Mar 1998 - Mar 2003 |
-2.10%
Apr 1999 - Apr 2009 |
1.29%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSGRX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS A) |
28.18%
Feb 1995 - Feb 1998 |
18.77%
Feb 2009 - Feb 2014 |
12.57%
Feb 2009 - Feb 2019 |
10.41%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart