Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSPRX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS R) | 8.46% | 4.88% | 10.11% | 6.60% | 8.96% | 10.99% | NA | 8.52% |
Data as of 07/25/2025, AR inception is 12/14/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSPRX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS R) | 12/14/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.04 | 4.88 | 10.11 | 6.60 | 8.96 | 10.99 | NA | 8.52 | 8.46 | 7.17 | 26.01 | -26.45 | 11.20 | 17.89 | 31.98 | -3.03 | 31.44 | 1.68 | 1.66 | 13.40 | 31.29 | 18.32 | -1.76 | 10.62 | 47.79 | -42.93 | 1.30 |
| Sharpe Ratio | NA | -0.08 | 0.39 | 0.22 | 0.35 | NA | NA | 0.34 | 0.46 | 0.03 | 1.62 | -1.04 | 0.61 | 0.50 | 2.43 | -0.25 | 4.04 | 0.10 | 0.10 | 1.05 | 2.66 | 1.34 | -0.07 | 0.61 | 1.77 | -1.04 | 2.08 |
| Standard Deviation(%) | NA | 24.01 | 19.66 | 20.17 | 20.02 | NA | NA | 21.32 | 23.88 | 18.15 | 13.54 | 26.95 | 18.38 | 34.88 | 12.58 | 17.68 | 7.65 | 14.22 | 16.10 | 12.75 | 11.74 | 13.79 | 24.51 | 17.24 | 26.99 | 41.90 | 17.67 |
| Draw Down(%) | NA | 28.45 | 28.45 | 35.33 | 35.33 | NA | NA | 53.74 | 19.61 | 14.98 | 11.01 | 27.91 | 14.45 | 34.15 | 6.14 | 20.22 | 2.91 | 13.62 | 13.12 | 7.06 | 6.93 | 10.35 | 19.76 | 14.91 | 21.19 | 53.15 | 1.91 |
| Yield(%) | 0.00 | 0.22 | 0.20 | 0.14 | 5.99 | 9.29 | 5.66 | 6.66 | 0.00 | 0.24 | 0.23 | 0.10 | 0.00 | 0.07 | 5.19 | 33.35 | 10.79 | 1.46 | 8.39 | 17.30 | 25.33 | 0.20 | 0.09 | 0.00 | 0.00 | 3.67 | 0.00 |
Data as of 07/25/2025, AR inception is 12/14/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSPRX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS R) |
-1.21%
Dec 2019 - Dec 2022 |
3.96%
May 2008 - May 2013 |
7.53%
Apr 2015 - Apr 2025 |
7.54%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSPRX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS R) |
26.43%
Feb 2009 - Feb 2012 |
23.22%
Feb 2009 - Feb 2014 |
16.66%
Feb 2009 - Feb 2019 |
13.90%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart