Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSPIX (GOLDMAN SACHS CAPITAL GROWTH FUND INSTITUTIONAL) | 11.22% | 26.26% | 21.13% | 9.38% | 13.66% | 13.27% | 10.59% | … | … |
Data as of 06/04/2026, Common starting date is 08/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSPIX (GOLDMAN SACHS CAPITAL GROWTH FUND INSTITUTIONAL) | 08/27/1997 | 06/04/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | 26.26 | 21.13 | 9.38 | 13.66 | 13.27 | 10.59 | … | … | 11.22 | 16.07 | 22.04 | 26.92 | -24.61 | 14.47 | 19.57 | 32.78 | -2.41 | 32.32 | 2.34 | 2.38 | 14.10 | 32.16 | 19.02 | -1.07 | 11.26 | 48.85 | -42.65 | 9.99 | 8.62 | 2.78 | 9.21 | 24.02 | -24.59 | -14.88 | -7.40 | 27.81 | 34.36 | 8.35 |
| Sharpe Ratio | NA | 1.93 | 1.20 | 0.36 | 0.63 | NA | NA | … | … | 1.68 | 0.69 | 1.48 | 1.73 | -0.99 | 0.85 | 0.55 | 2.49 | -0.22 | 4.15 | 0.15 | 0.15 | 1.10 | 2.73 | 1.38 | -0.04 | 0.65 | 1.81 | -1.04 | 0.42 | 0.45 | 0.05 | 0.72 | 1.31 | -0.97 | -0.79 | -0.54 | 1.34 | 1.43 | 1.04 |
| Standard Deviation(%) | NA | 12.39 | 15.13 | 18.35 | 18.97 | NA | NA | … | … | 14.35 | 19.15 | 12.48 | 13.55 | 26.53 | 16.92 | 34.83 | 12.57 | 17.58 | 7.67 | 14.21 | 16.11 | 12.78 | 11.75 | 13.82 | 24.49 | 17.24 | 26.96 | 41.86 | 16.54 | 11.54 | 10.11 | 11.39 | 17.74 | 26.51 | 22.25 | 21.68 | 18.27 | 21.57 | 21.69 |
| Draw Down(%) | NA | 9.45 | 19.54 | 32.23 | 34.07 | NA | NA | … | … | 9.45 | 19.54 | 8.47 | 10.85 | 26.23 | 12.43 | 34.07 | 6.07 | 20.07 | 2.87 | 13.61 | 13.05 | 7.03 | 6.89 | 10.31 | 19.65 | 14.80 | 21.11 | 53.02 | 9.69 | 10.78 | 9.06 | 8.34 | 13.67 | 33.64 | 31.21 | 16.33 | 10.99 | 22.81 | 10.10 |
| Yield(%) | 0.00 | 10.19 | 8.97 | 4.81 | 8.70 | 10.52 | 8.74 | … | … | 0.00 | 10.44 | 11.94 | 0.80 | 0.44 | 0.00 | 0.54 | 4.86 | 29.51 | 9.96 | 1.76 | 7.75 | 16.00 | 24.28 | 0.56 | 0.56 | 0.32 | 0.00 | 3.54 | 1.15 | 0.00 | 0.46 | 0.00 | 0.00 | 0.00 | 0.13 | 6.94 | 9.36 | 4.24 | 15.87 |
Data as of 06/04/2026, Common starting date is 08/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSPIX (GOLDMAN SACHS CAPITAL GROWTH FUND INSTITUTIONAL) |
-17.32%
Mar 2000 – Mar 2003 |
-7.54%
Feb 2004 – Feb 2009 |
-4.18%
Feb 1999 – Feb 2009 |
3.02%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSPIX (GOLDMAN SACHS CAPITAL GROWTH FUND INSTITUTIONAL) |
27.23%
Feb 2009 – Feb 2012 |
24.01%
Feb 2009 – Feb 2014 |
17.42%
Feb 2009 – Feb 2019 |
15.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart