GCGIX vs. SMH

In the year-to-date period, GCGIX achieves a -8.35% return, which is significantly lower than SMH's -7.75% return. Over the past 10 years, GCGIX has underperformed SMH with an annualized return of 3.36%, while SMH has yielded a comparatively higher 24.45% annualized return.

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GCGIX has a 0.54% expense ratio, which is higher than SMH's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Large Cap Growth Insights Fund (GCGIX) and VanEck Vectors Semiconductor ETF (SMH). 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.

The current GCGIX Sharpe Ratio is -0.02, which is lower than the SMH Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of GCGIX and SMH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GCGIX's dividend yield for the trailing twelve months is around 0.06%, less than SMH's 0.48% yield.

The maximum GCGIX drawdown since its inception was -68.37%, smaller than the maximum SMH drawdown of -83.29%. Use the drawdown chart below to compare losses from any high point for GCGIX and SMH. For additional features, visit the drawdowns tool.

The current volatility for Goldman Sachs Large Cap Growth Insights Fund (GCGIX) is 8.54%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 12.29%. This indicates that GCGIX experiences smaller price fluctuations and is considered to be less risky than SMH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.