Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSGSX (GOLDMAN SACHS GROWTH AND INCOME FUND SERVICE) | 6.06% | 10.97% | 9.43% | 8.82% | 6.86% | 9.15% | 6.34% | 5.93% |
Data as of 07/21/2025, AR inception is 03/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSGSX (GOLDMAN SACHS GROWTH AND INCOME FUND SERVICE) | 03/28/1996 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 10.97 | 9.43 | 8.82 | 6.86 | 9.15 | 6.34 | 5.93 | 6.06 | 6.55 | 4.81 | -7.74 | 13.93 | 3.32 | 24.75 | -6.19 | 10.70 | 13.13 | -3.17 | 11.01 | 32.41 | 19.49 | -7.78 | 11.37 | 18.09 | -35.63 | 1.36 | 22.15 | 3.61 | 19.03 | 23.85 | -11.71 | -9.96 | -6.40 | 5.67 | -5.45 | 27.69 | 9.10 |
| Sharpe Ratio | NA | 0.50 | 0.49 | 0.46 | 0.32 | NA | NA | 0.24 | 0.45 | 0.00 | 0.05 | -0.49 | 1.00 | 0.09 | 2.29 | -0.54 | 1.36 | 0.95 | -0.21 | 0.99 | 2.86 | 1.41 | -0.30 | 0.58 | 0.69 | -0.94 | -0.10 | 1.98 | 0.14 | 1.78 | 1.66 | -0.61 | -0.65 | -0.51 | 0.17 | -0.56 | 1.64 | 0.69 |
| Standard Deviation(%) | NA | 15.74 | 14.19 | 14.79 | 16.86 | NA | NA | 17.88 | 18.68 | 13.22 | 11.81 | 18.82 | 13.87 | 34.08 | 10.18 | 14.07 | 7.44 | 13.64 | 15.35 | 11.16 | 11.34 | 13.87 | 25.77 | 19.43 | 25.94 | 38.89 | 16.35 | 9.56 | 10.23 | 10.15 | 13.93 | 21.14 | 19.05 | 20.40 | 14.44 | 15.75 | 14.67 | 12.47 |
| Draw Down(%) | NA | 14.81 | 14.81 | 18.45 | 35.15 | NA | NA | 55.04 | 14.71 | 13.76 | 9.28 | 16.00 | 7.87 | 35.15 | 5.18 | 16.22 | 4.64 | 11.72 | 14.86 | 8.60 | 5.54 | 10.80 | 24.92 | 16.77 | 26.41 | 46.26 | 12.12 | 7.23 | 6.66 | 6.62 | 13.16 | 25.43 | 25.28 | 13.38 | 17.46 | 26.97 | 9.36 | 8.47 |
| Yield(%) | 0.00 | 8.72 | 4.36 | 3.57 | 3.47 | 4.72 | 3.84 | 4.21 | 0.00 | 10.16 | 1.58 | 1.43 | 1.37 | 1.38 | 6.35 | 2.32 | 1.82 | 1.92 | 1.65 | 1.13 | 1.21 | 1.27 | 1.20 | 0.99 | 1.68 | 2.08 | 12.83 | 7.00 | 1.29 | 1.97 | 1.14 | 1.18 | 0.00 | 0.00 | 6.37 | 0.71 | 11.84 | 1.67 |
Data as of 07/21/2025, AR inception is 03/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSGSX (GOLDMAN SACHS GROWTH AND INCOME FUND SERVICE) |
-14.32%
Feb 2006 - Feb 2009 |
-8.60%
Mar 1998 - Mar 2003 |
-2.17%
Apr 1999 - Apr 2009 |
1.22%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSGSX (GOLDMAN SACHS GROWTH AND INCOME FUND SERVICE) |
23.20%
Sep 2011 - Sep 2014 |
18.65%
Feb 2009 - Feb 2014 |
12.46%
Feb 2009 - Feb 2019 |
10.27%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart