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GAMPX vs. RICGX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GAMPX vs. RICGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Goldman Sachs Energy Infrastructure Fund Class P (GAMPX) and The Investment Company of America Class R-6 (RICGX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GAMPX achieves a 22.25% return, which is significantly higher than RICGX's 8.99% return.


GAMPX

1D
1.15%
1M
-5.48%
YTD
22.25%
6M
22.15%
1Y
26.10%
3Y*
33.07%
5Y*
23.08%
10Y*

RICGX

1D
-0.76%
1M
0.14%
YTD
8.99%
6M
8.38%
1Y
23.09%
3Y*
23.37%
5Y*
14.88%
10Y*
14.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GAMPX vs. RICGX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
GAMPX
Goldman Sachs Energy Infrastructure Fund Class P
22.25%5.43%58.40%15.11%19.15%38.33%-17.23%17.00%-12.69%
RICGX
The Investment Company of America Class R-6
8.99%20.83%25.28%28.94%-15.24%25.49%14.48%24.88%-6.51%

Correlation

The correlation between GAMPX and RICGX is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.26

Correlation (5Y)
Calculated over the trailing 5-year period

0.44

Correlation (All Time)
Calculated using the full available price history since May 7, 2018

0.51

The correlation between GAMPX and RICGX shifts across timeframes, from -0.05 (1 year) to 0.51 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

GAMPX vs. RICGX — Risk / Return Rank

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

GAMPX
GAMPX Risk / Return Rank: 4646
Overall Rank
GAMPX Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
GAMPX Sortino Ratio Rank: 3838
Sortino Ratio Rank
GAMPX Omega Ratio Rank: 3535
Omega Ratio Rank
GAMPX Calmar Ratio Rank: 8080
Calmar Ratio Rank
GAMPX Martin Ratio Rank: 3939
Martin Ratio Rank

RICGX
RICGX Risk / Return Rank: 4646
Overall Rank
RICGX Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
RICGX Sortino Ratio Rank: 4242
Sortino Ratio Rank
RICGX Omega Ratio Rank: 4545
Omega Ratio Rank
RICGX Calmar Ratio Rank: 4444
Calmar Ratio Rank
RICGX Martin Ratio Rank: 5656
Martin Ratio Rank
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.

GAMPX vs. RICGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Energy Infrastructure Fund Class P (GAMPX) and The Investment Company of America Class R-6 (RICGX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GAMPXRICGXDifference
Sharpe ratioReturn per unit of total volatility

-0.12

Sortino ratioReturn per unit of downside risk

-0.15

Omega ratioGain probability vs. loss probability

1.29

1.33

-0.04

Calmar ratioReturn relative to maximum drawdown

3.46

2.41

+1.05

Martin ratioReturn relative to average drawdown

8.12

10.68

-2.56

GAMPX vs. RICGX - Sharpe Ratio Comparison

The current GAMPX Sharpe Ratio is 1.71, which is comparable to the RICGX Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of GAMPX and RICGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GAMPX vs. RICGX - Drawdown Comparison

The maximum GAMPX drawdown since its inception was -59.18%, which is greater than RICGX's maximum drawdown of -31.06%. Use the drawdown chart below to compare losses from any high point for GAMPX and RICGX.


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Drawdown Indicators


GAMPXRICGXDifference

Max Drawdown

Largest peak-to-trough decline

-59.18%

-31.06%

-28.12%

Max Drawdown (1Y)

Largest decline over 1 year

-7.23%

-10.03%

+2.80%

Max Drawdown (3Y)

Largest decline over 3 years

-17.08%

-17.37%

+0.29%

Max Drawdown (5Y)

Largest decline over 5 years

-21.97%

-24.14%

+2.17%

Max Drawdown (10Y)

Largest decline over 10 years

-31.06%

Current Drawdown

Current decline from peak

-5.81%

-1.84%

-3.97%

Average Drawdown

Average peak-to-trough decline

-8.51%

-3.68%

-4.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.08%

2.26%

+0.82%

Volatility

GAMPX vs. RICGX - Volatility Comparison

Goldman Sachs Energy Infrastructure Fund Class P (GAMPX) has a higher volatility of 5.26% compared to The Investment Company of America Class R-6 (RICGX) at 5.00%. This indicates that GAMPX's price experiences larger fluctuations and is considered to be riskier than RICGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GAMPXRICGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.26%

5.00%

+0.26%

Volatility (6M)

Calculated over the trailing 6-month period

11.24%

10.57%

+0.67%

Volatility (1Y)

Calculated over the trailing 1-year period

14.67%

13.24%

+1.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.56%

16.12%

+4.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.78%

16.64%

+9.14%

GAMPX vs. RICGX - Expense Ratio Comparison

GAMPX has a 1.11% expense ratio, which is higher than RICGX's 0.27% expense ratio.


Dividends

GAMPX vs. RICGX - Dividend Comparison

GAMPX's dividend yield for the trailing twelve months is around 8.29%, less than RICGX's 9.49% yield.


PositionTTM20252024202320222021202020192018201720162015
GAMPX
Goldman Sachs Energy Infrastructure Fund Class P
8.29%10.13%25.55%10.34%4.76%8.54%4.33%4.99%3.75%0.00%0.00%0.00%
RICGX
The Investment Company of America Class R-6
9.49%10.89%9.59%5.25%6.45%7.24%1.68%6.74%11.60%7.36%5.77%9.70%

Frequently Asked Questions


GAMPX and RICGX have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GAMPX has higher volatility (5.26%) compared to RICGX (5.00%). In terms of maximum drawdown, GAMPX dropped -59.18% vs RICGX's -31.06%.

RICGX currently has the higher Sharpe Ratio (1.83 vs 1.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for GAMPX and RICGX

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