Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GRGTX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS IR) | 11.04% | 21.00% | 16.51% | 8.24% | 9.66% | 9.90% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRGTX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS IR) | 12/06/2007 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.73 | 21.00 | 16.51 | 8.24 | 9.66 | 9.90 | NA | … | … | 11.04 | 13.04 | 16.08 | 8.48 | -7.34 | 14.36 | 3.73 | 25.22 | -5.85 | 11.16 | 13.50 | -2.83 | 11.39 | 32.80 | 19.86 | -7.44 | 11.79 | 18.51 | -35.35 | -13.63 |
| Sharpe Ratio | NA | 2.19 | 1.19 | 0.43 | 0.50 | NA | NA | … | … | 2.63 | 0.68 | 1.22 | 0.41 | -0.47 | 1.03 | 0.10 | 2.33 | -0.52 | 1.41 | 0.98 | -0.19 | 1.02 | 2.89 | 1.44 | -0.29 | 0.60 | 0.71 | -0.93 | -1.77 |
| Standard Deviation(%) | NA | 10.20 | 12.23 | 14.19 | 16.33 | NA | NA | … | … | 11.60 | 15.02 | 10.19 | 11.86 | 18.80 | 13.89 | 34.09 | 10.21 | 14.10 | 7.48 | 13.63 | 15.29 | 11.17 | 11.35 | 13.84 | 25.80 | 19.43 | 25.95 | 38.86 | 52.03 |
| Draw Down(%) | NA | 5.45 | 14.67 | 18.16 | 35.09 | NA | NA | … | … | 5.45 | 14.67 | 6.47 | 9.19 | 15.73 | 7.87 | 35.09 | 5.16 | 15.94 | 4.57 | 11.72 | 14.80 | 8.57 | 5.51 | 10.77 | 24.80 | 16.69 | 26.36 | 46.12 | 15.52 |
| Yield(%) | 0.00 | 9.86 | 9.11 | 5.66 | 5.91 | 6.65 | 3.66 | … | … | 0.00 | 10.51 | 10.75 | 5.12 | 1.87 | 1.91 | 1.76 | 6.86 | 2.70 | 2.60 | 2.30 | 1.98 | 1.47 | 1.62 | 1.65 | 1.57 | 1.40 | 2.05 | 2.36 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRGTX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS IR) |
-4.38%
Aug 2008 – Aug 2011 |
1.15%
Jan 2008 – Jan 2013 |
5.47%
May 2008 – May 2018 |
5.31%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRGTX (GOLDMAN SACHS GROWTH AND INCOME FUND CLASS IR) |
23.61%
Sep 2011 – Sep 2014 |
19.07%
Feb 2009 – Feb 2014 |
12.85%
Feb 2009 – Feb 2019 |
10.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
