Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSTRX (GOLDMAN SACHS STRATEGIC GROWTH FUND CLASS R) | 8.33% | 26.66% | 23.12% | 14.93% | 14.75% | 14.80% | NA | 16.15% |
Data as of 07/25/2025, AR inception is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSTRX (GOLDMAN SACHS STRATEGIC GROWTH FUND CLASS R) | 01/09/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 26.66 | 23.12 | 14.93 | 14.75 | 14.80 | NA | 16.15 | 8.33 | 20.15 | 33.05 | -41.92 | 5.37 | 18.32 | 34.86 | -1.91 | 30.11 | 1.08 | 2.88 | 12.91 | 31.71 | 19.32 | -3.25 | 10.33 | 40.46 |
| Sharpe Ratio | NA | 0.92 | 0.91 | 0.58 | 0.61 | NA | NA | 0.73 | 0.42 | 0.69 | 1.69 | -1.26 | 0.23 | 0.45 | 2.32 | -0.16 | 3.83 | 0.06 | 0.18 | 1.02 | 2.67 | 1.39 | -0.14 | 0.62 | 1.66 |
| Standard Deviation(%) | NA | 25.55 | 21.77 | 22.85 | 21.70 | NA | NA | 20.17 | 29.61 | 19.78 | 17.17 | 34.58 | 23.57 | 39.65 | 14.42 | 20.33 | 7.73 | 13.75 | 15.96 | 12.62 | 11.87 | 13.97 | 23.53 | 16.49 | 25.04 |
| Draw Down(%) | NA | 24.57 | 24.57 | 37.67 | 37.67 | NA | NA | 37.67 | 24.57 | 12.11 | 11.29 | 43.16 | 18.59 | 31.61 | 7.78 | 22.71 | 3.08 | 12.90 | 12.39 | 6.99 | 7.37 | 10.71 | 18.87 | 14.24 | 16.82 |
| Yield(%) | 0.00 | 10.23 | 10.72 | 12.01 | 12.65 | 15.02 | 15.58 | 19.48 | 0.00 | 11.68 | 8.42 | 9.54 | 15.83 | 21.31 | 21.44 | 36.60 | 26.46 | 3.62 | 5.98 | 17.00 | 16.72 | 9.07 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSTRX (GOLDMAN SACHS STRATEGIC GROWTH FUND CLASS R) |
4.04%
Apr 2021 - Apr 2024 |
8.25%
Mar 2015 - Mar 2020 |
10.91%
Mar 2010 - Mar 2020 |
13.01%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSTRX (GOLDMAN SACHS STRATEGIC GROWTH FUND CLASS R) |
31.94%
Dec 2018 - Dec 2021 |
24.17%
Oct 2016 - Oct 2021 |
18.55%
Sep 2011 - Sep 2021 |
15.97%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart