APPLX vs. GGSIX

Last updated Apr 1, 2026

Compare and contrast key facts about Appleseed Fund (APPLX) and Goldman Sachs Growth Strategy Portfolio (GGSIX).

APPLX is managed by Appleseed Fund. It was launched on Dec 7, 2006. GGSIX is managed by Goldman Sachs. It was launched on Jan 1, 1998.

Performance

APPLX vs. GGSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Appleseed Fund (APPLX) and Goldman Sachs Growth Strategy Portfolio (GGSIX). The values are adjusted to include any dividend payments, if applicable.

APPLX vs. GGSIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
APPLX Appleseed Fund	1.14%	25.79%	6.38%	9.39%	-19.53%	20.71%	7.49%	15.68%	-3.40%	17.42%
GGSIX Goldman Sachs Growth Strategy Portfolio	-4.20%	19.29%	19.26%	17.83%	-16.86%	17.04%	14.34%	24.92%	-10.65%	21.54%

Returns By Period

APPLX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

GGSIX

• 1D: -0.15%
• 1M: -8.28%
• YTD: -4.20%
• 6M: -1.19%
• 1Y: 15.00%
• 3Y*: 14.88%
• 5Y*: 8.37%
• 10Y*: 9.96%

*Multi-year figures are annualized to reflect compound growth (CAGR)

APPLX vs. GGSIX - Expense Ratio Comparison

APPLX has a 1.14% expense ratio, which is higher than GGSIX's 0.19% expense ratio.

APPLX

Appleseed Fund

GGSIX

Goldman Sachs Growth Strategy Portfolio

Return for Risk

APPLX vs. GGSIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GGSIX

GGSIX Risk / Return Rank: 55
GGSIX Sharpe Ratio Rank: 65
GGSIX Sortino Ratio Rank: 60
GGSIX Omega Ratio Rank: 62
GGSIX Calmar Ratio Rank: 41
GGSIX Martin Ratio Rank: 49

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

APPLX vs. GGSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Appleseed Fund (APPLX) and Goldman Sachs Growth Strategy Portfolio (GGSIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	APPLX	GGSIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.15	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.63	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.70	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.44	—

Correlation

The correlation between APPLX and GGSIX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

APPLX vs. GGSIX - Dividend Comparison

APPLX's dividend yield for the trailing twelve months is around 46.50%, more than GGSIX's 12.39% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
APPLX Appleseed Fund	46.50%	22.94%	6.05%	1.95%	0.66%	6.09%	1.46%	2.68%	9.87%	1.09%	1.49%	2.54%
GGSIX Goldman Sachs Growth Strategy Portfolio	12.39%	11.87%	12.21%	1.73%	5.76%	6.57%	3.47%	5.77%	3.02%	2.77%	1.35%	2.03%

Drawdowns

Drawdown Indicators

	APPLX	GGSIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-52.85%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-10.84%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-26.74%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-30.36%	—
Current Drawdown Current decline from peak	—	-8.71%	—
Average Drawdown Average peak-to-trough decline	—	-9.25%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.51%	—

Volatility

Volatility by Period

	APPLX	GGSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.54%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.19%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	13.32%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	13.34%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	14.27%	—