GGSIX vs. APPLX

Last updated Apr 1, 2026

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

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

Performance

GGSIX vs. APPLX - Performance Comparison

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

GGSIX vs. APPLX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
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%
APPLX Appleseed Fund	1.14%	25.79%	6.38%	9.39%	-19.53%	20.71%	7.49%	15.68%	-3.40%	17.42%

Returns By Period

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%

APPLX

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

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

GGSIX vs. APPLX - Expense Ratio Comparison

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

APPLX

Appleseed Fund

GGSIX

Goldman Sachs Growth Strategy Portfolio

Return for Risk

GGSIX vs. APPLX — 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.

GGSIX vs. APPLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Growth Strategy Portfolio (GGSIX) and Appleseed Fund (APPLX). 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.

	GGSIX	APPLX	Difference
Sharpe ratio Return per unit of total volatility	1.15	—	—
Sortino ratio Return per unit of downside risk	1.54	—	—
Omega ratio Gain probability vs. loss probability	1.23	—	—
Calmar ratio Return relative to maximum drawdown	1.07	—	—
Martin ratio Return relative to average drawdown	4.87	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	GGSIX	APPLX	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 GGSIX and APPLX 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

GGSIX vs. APPLX - Dividend Comparison

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

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
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%

Drawdowns

Drawdown Indicators

	GGSIX	APPLX	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

	GGSIX	APPLX	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%	—	—