Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSPTX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS IR) | 8.74% | 19.36% | 15.67% | 10.31% | 11.12% | 12.64% | NA | 9.83% |
Data as of 07/25/2025, AR inception is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSPTX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS IR) | 12/06/2007 | 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 (%) | 1.03 | 19.36 | 15.67 | 10.31 | 11.12 | 12.64 | NA | 9.83 | 8.74 | 8.65 | 26.69 | -25.45 | 12.85 | 18.90 | 32.64 | -2.56 | 32.14 | 2.17 | 2.19 | 13.95 | 31.98 | 18.87 | -1.21 | 11.12 | 48.65 | -42.71 | -1.75 |
| Sharpe Ratio | NA | 0.84 | 0.70 | 0.45 | 0.49 | NA | NA | 0.41 | 0.60 | 0.12 | 1.67 | -1.01 | 0.72 | 0.53 | 2.48 | -0.22 | 4.13 | 0.14 | 0.13 | 1.09 | 2.72 | 1.38 | -0.05 | 0.64 | 1.80 | -1.04 | -1.47 |
| Standard Deviation(%) | NA | 19.97 | 17.94 | 19.10 | 19.50 | NA | NA | 21.03 | 23.54 | 17.14 | 13.54 | 26.77 | 17.72 | 34.89 | 12.61 | 17.73 | 7.67 | 14.20 | 16.10 | 12.77 | 11.76 | 13.79 | 24.45 | 17.25 | 26.96 | 41.85 | 17.88 |
| Draw Down(%) | NA | 19.56 | 19.56 | 33.75 | 34.12 | NA | NA | 53.56 | 19.56 | 14.23 | 10.89 | 26.94 | 13.57 | 34.12 | 6.06 | 20.11 | 2.89 | 13.59 | 13.07 | 7.02 | 6.92 | 10.28 | 19.66 | 14.84 | 21.09 | 53.04 | 4.73 |
| Yield(%) | 0.00 | 12.42 | 5.72 | 3.70 | 7.62 | 10.98 | 6.54 | 7.69 | 0.00 | 13.89 | 0.75 | 0.45 | 0.00 | 0.51 | 5.29 | 31.95 | 10.62 | 1.76 | 8.19 | 16.91 | 25.27 | 0.46 | 0.67 | 0.18 | 0.00 | 3.67 | 0.00 |
Data as of 07/25/2025, AR inception is 12/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSPTX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS IR) |
-0.47%
Aug 2008 - Aug 2011 |
4.47%
May 2008 - May 2013 |
8.92%
Oct 2013 - Oct 2023 |
8.24%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSPTX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS IR) |
27.07%
Feb 2009 - Feb 2012 |
23.85%
Feb 2009 - Feb 2014 |
17.25%
Feb 2009 - Feb 2019 |
14.64%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart