PortfoliosLab logoPortfoliosLab logo
GFIRX vs. AMFAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GFIRX vs. AMFAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Goldman Sachs Managed Futures Strategy Fund (GFIRX) and AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

GFIRX vs. AMFAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GFIRX
Goldman Sachs Managed Futures Strategy Fund
0.43%0.54%-5.17%-3.87%20.44%4.86%6.94%2.61%-2.24%2.56%
AMFAX
AlphaSimplex Managed Futures Strategy Fund Class A
6.43%-9.75%-3.56%-10.59%35.38%3.28%13.29%8.03%-12.87%6.54%

Returns By Period

In the year-to-date period, GFIRX achieves a 0.43% return, which is significantly lower than AMFAX's 6.43% return. Over the past 10 years, GFIRX has outperformed AMFAX with an annualized return of 2.35%, while AMFAX has yielded a comparatively lower 1.54% annualized return.


GFIRX

1D
-0.54%
1M
-3.94%
YTD
0.43%
6M
4.04%
1Y
7.92%
3Y*
-0.21%
5Y*
2.49%
10Y*
2.35%

AMFAX

1D
0.00%
1M
-1.70%
YTD
6.43%
6M
10.88%
1Y
3.13%
3Y*
-3.17%
5Y*
2.03%
10Y*
1.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


GFIRX vs. AMFAX - Expense Ratio Comparison

GFIRX has a 1.33% expense ratio, which is lower than AMFAX's 1.72% expense ratio.


Return for Risk

GFIRX vs. AMFAX — Risk / Return Rank

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

GFIRX
GFIRX Risk / Return Rank: 4444
Overall Rank
GFIRX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
GFIRX Sortino Ratio Rank: 3939
Sortino Ratio Rank
GFIRX Omega Ratio Rank: 3535
Omega Ratio Rank
GFIRX Calmar Ratio Rank: 5959
Calmar Ratio Rank
GFIRX Martin Ratio Rank: 4141
Martin Ratio Rank

AMFAX
AMFAX Risk / Return Rank: 88
Overall Rank
AMFAX Sharpe Ratio Rank: 99
Sharpe Ratio Rank
AMFAX Sortino Ratio Rank: 77
Sortino Ratio Rank
AMFAX Omega Ratio Rank: 88
Omega Ratio Rank
AMFAX Calmar Ratio Rank: 88
Calmar Ratio Rank
AMFAX Martin Ratio Rank: 77
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.

GFIRX vs. AMFAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Managed Futures Strategy Fund (GFIRX) and AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX). 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.


GFIRXAMFAXDifference

Sharpe ratio

Return per unit of total volatility

0.89

0.15

+0.74

Sortino ratio

Return per unit of downside risk

1.26

0.27

+0.99

Omega ratio

Gain probability vs. loss probability

1.17

1.04

+0.13

Calmar ratio

Return relative to maximum drawdown

1.38

0.08

+1.31

Martin ratio

Return relative to average drawdown

4.28

0.13

+4.15

GFIRX vs. AMFAX - Sharpe Ratio Comparison

The current GFIRX Sharpe Ratio is 0.89, which is higher than the AMFAX Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of GFIRX and AMFAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


GFIRXAMFAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.89

0.15

+0.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

0.15

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.12

+0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.28

-0.06

Correlation

The correlation between GFIRX and AMFAX is 0.75, 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

GFIRX vs. AMFAX - Dividend Comparison

GFIRX has not paid dividends to shareholders, while AMFAX's dividend yield for the trailing twelve months is around 1.73%.


TTM20252024202320222021202020192018201720162015
GFIRX
Goldman Sachs Managed Futures Strategy Fund
0.00%0.00%0.00%0.00%20.11%7.35%1.21%7.06%0.16%0.49%0.00%3.98%
AMFAX
AlphaSimplex Managed Futures Strategy Fund Class A
1.73%1.84%1.28%0.30%32.70%5.74%3.14%4.71%1.31%0.00%0.00%4.92%

Drawdowns

GFIRX vs. AMFAX - Drawdown Comparison

The maximum GFIRX drawdown since its inception was -23.09%, smaller than the maximum AMFAX drawdown of -36.84%. Use the drawdown chart below to compare losses from any high point for GFIRX and AMFAX.


Loading graphics...

Drawdown Indicators


GFIRXAMFAXDifference

Max Drawdown

Largest peak-to-trough decline

-23.09%

-36.84%

+13.75%

Max Drawdown (1Y)

Largest decline over 1 year

-5.37%

-13.54%

+8.17%

Max Drawdown (5Y)

Largest decline over 5 years

-23.09%

-36.84%

+13.75%

Max Drawdown (10Y)

Largest decline over 10 years

-23.09%

-36.84%

+13.75%

Current Drawdown

Current decline from peak

-12.09%

-25.04%

+12.95%

Average Drawdown

Average peak-to-trough decline

-7.00%

-13.54%

+6.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.88%

8.79%

-6.91%

Volatility

GFIRX vs. AMFAX - Volatility Comparison

The current volatility for Goldman Sachs Managed Futures Strategy Fund (GFIRX) is 3.28%, while AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX) has a volatility of 3.94%. This indicates that GFIRX experiences smaller price fluctuations and is considered to be less risky than AMFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


GFIRXAMFAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.28%

3.94%

-0.66%

Volatility (6M)

Calculated over the trailing 6-month period

6.24%

10.02%

-3.78%

Volatility (1Y)

Calculated over the trailing 1-year period

8.81%

13.06%

-4.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.37%

13.68%

-3.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.04%

12.67%

-3.63%