GITIX vs. MSFT

In the year-to-date period, GITIX achieves a 1.77% return, which is significantly lower than MSFT's 9.64% return. Over the past 10 years, GITIX has underperformed MSFT with an annualized return of 17.16%, while MSFT has yielded a comparatively higher 27.46% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Technology Opportunities Fund (GITIX) and Microsoft Corporation (MSFT). 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 GITIX Sharpe Ratio is 0.67, which is higher than the MSFT Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of GITIX and MSFT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GITIX's dividend yield for the trailing twelve months is around 3.33%, more than MSFT's 0.70% yield.

The maximum GITIX drawdown since its inception was -83.04%, which is greater than MSFT's maximum drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for GITIX and MSFT.

The current volatility for Goldman Sachs Technology Opportunities Fund (GITIX) is 6.31%, while Microsoft Corporation (MSFT) has a volatility of 8.33%. This indicates that GITIX experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.