Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSPUX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS R6 SHARES) | 8.80% | 19.47% | 18.75% | 15.19% | NA | NA | NA | 15.22% |
Data as of 07/25/2025, AR inception is 08/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSPUX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS R6 SHARES) | 08/06/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 19.47 | 18.75 | 15.19 | NA | NA | NA | 15.22 | 8.80 | 22.07 | 26.94 | -19.56 | 24.99 | 23.26 | 32.75 | -2.38 | 32.33 | 2.35 | -2.40 |
| Sharpe Ratio | NA | 0.82 | 0.88 | 0.73 | NA | NA | NA | 0.64 | 0.56 | 1.48 | 1.73 | -0.81 | 1.82 | 0.66 | 2.48 | -0.21 | 4.11 | 0.15 | -0.29 |
| Standard Deviation(%) | NA | 19.90 | 17.49 | 18.09 | NA | NA | NA | 19.04 | 23.44 | 12.49 | 13.55 | 25.95 | 13.73 | 34.67 | 12.60 | 17.76 | 7.73 | 14.20 | 20.29 |
| Draw Down(%) | NA | 19.53 | 19.53 | 26.23 | NA | NA | NA | 34.08 | 19.53 | 8.48 | 10.86 | 26.23 | 5.62 | 34.08 | 6.08 | 20.07 | 2.84 | 13.58 | 11.41 |
| Yield(%) | 0.00 | 10.58 | 7.17 | 7.80 | 9.44 | 6.29 | 4.72 | 10.49 | 0.00 | 11.83 | 0.81 | 5.68 | 10.51 | 4.10 | 4.87 | 29.58 | 9.98 | 1.78 | 7.40 |
Data as of 07/25/2025, AR inception is 08/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSPUX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS R6 SHARES) |
7.03%
Oct 2021 - Oct 2024 |
9.73%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSPUX (GOLDMAN SACHS CAPITAL GROWTH FUND CLASS R6 SHARES) |
26.94%
Dec 2018 - Dec 2021 |
21.45%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart