Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSRCX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS C) | 4.67% | -4.73% | 1.56% | 5.62% | 5.10% | 7.20% | 6.23% | 6.56% |
Data as of 07/25/2025, AR inception is 04/14/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSRCX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS C) | 04/14/2005 | 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | -4.73 | 1.56 | 5.62 | 5.10 | 7.20 | 6.23 | 6.56 | 4.67 | -0.34 | 9.95 | -17.37 | 19.35 | 7.45 | 24.64 | -7.27 | 16.89 | 4.85 | -6.57 | 11.46 | 27.42 | 8.25 | 2.82 | 18.50 | 26.22 | -26.56 | 7.08 | 14.40 | 4.23 |
| Sharpe Ratio | NA | -0.46 | -0.03 | 0.20 | 0.17 | NA | NA | 0.29 | 0.23 | -0.42 | 0.42 | -0.76 | 1.17 | 0.20 | 1.89 | -0.55 | 2.18 | 0.32 | -0.46 | 1.03 | 2.63 | 0.78 | 0.16 | 1.37 | 1.20 | -0.79 | 0.33 | 1.24 | 0.44 |
| Standard Deviation(%) | NA | 21.42 | 18.68 | 18.50 | 19.25 | NA | NA | 18.05 | 21.57 | 16.48 | 13.68 | 24.67 | 16.53 | 36.25 | 12.29 | 15.81 | 7.48 | 14.40 | 14.50 | 11.12 | 10.43 | 10.64 | 17.82 | 13.47 | 21.86 | 34.75 | 12.51 | 9.01 | 8.24 |
| Draw Down(%) | NA | 26.97 | 26.97 | 28.09 | 39.04 | NA | NA | 43.60 | 17.73 | 16.34 | 10.39 | 19.20 | 12.81 | 39.04 | 6.42 | 19.56 | 3.78 | 12.02 | 14.75 | 8.34 | 6.40 | 8.37 | 14.85 | 9.89 | 22.32 | 40.16 | 8.27 | 6.42 | 5.85 |
| Yield(%) | 0.00 | 0.46 | 1.44 | 2.17 | 7.67 | 8.80 | 7.68 | 8.17 | 0.23 | 0.75 | 2.84 | 1.09 | 1.95 | 3.32 | 11.83 | 46.09 | 19.91 | 2.47 | 0.22 | 0.05 | 0.22 | 0.79 | 1.09 | 1.24 | 1.64 | 0.86 | 0.67 | 0.55 | 0.14 |
Data as of 07/25/2025, AR inception is 04/14/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSRCX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS C) |
-8.67%
Feb 2006 - Feb 2009 |
-0.89%
Mar 2015 - Mar 2020 |
3.79%
Apr 2015 - Apr 2025 |
5.96%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSRCX (GOLDMAN SACHS RISING DIVIDEND GROWTH FUND CLASS C) |
21.94%
Feb 2009 - Feb 2012 |
19.19%
Feb 2009 - Feb 2014 |
12.14%
Feb 2009 - Feb 2019 |
10.13%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart