GLPIX vs. GSRAX
GLPIX (Goldman Sachs MLP Energy Infrastructure Fund) and GSRAX (Goldman Sachs Rising Dividend Growth Fund) are both mutual funds - GLPIX is a Infrastructure Equities fund managed by Goldman Sachs, while GSRAX is a Large Cap Blend Equities fund managed by Goldman Sachs. Over the past 10 years, GLPIX returned 8.92%/yr vs 12.59%/yr for GSRAX. Their 0.64 correlation means they have sometimes moved together and sometimes differently. GLPIX charges 1.20%/yr vs 1.03%/yr for GSRAX.
Performance
GLPIX vs. GSRAX - Performance Comparison
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Returns By Period
In the year-to-date period, GLPIX achieves a 22.72% return, which is significantly higher than GSRAX's 12.70% return. Over the past 10 years, GLPIX has underperformed GSRAX with an annualized return of 8.92%, while GSRAX has yielded a comparatively higher 12.59% annualized return.
GLPIX
- 1D
- 0.76%
- 1M
- 4.54%
- 6M
- 16.40%
- YTD
- 22.72%
- 1Y
- 23.66%
- 3Y*
- 20.69%
- 5Y*
- 21.06%
- 10Y*
- 8.92%
- ALL TIME*
- 5.36%
GSRAX
- 1D
- 0.42%
- 1M
- 1.02%
- 6M
- 8.11%
- YTD
- 12.70%
- 1Y
- 16.88%
- 3Y*
- 16.73%
- 5Y*
- 12.04%
- 10Y*
- 12.59%
- ALL TIME*
- 8.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
GLPIX vs. GSRAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GLPIX Goldman Sachs MLP Energy Infrastructure Fund | 22.72% | 4.45% | 28.00% | 19.67% | 26.06% | 39.89% | -31.08% | 7.04% | -14.57% | -5.13% |
GSRAX Goldman Sachs Rising Dividend Growth Fund | 12.70% | 6.66% | 26.07% | 17.49% | -7.78% | 31.47% | 8.75% | 25.63% | -6.65% | 17.59% |
Correlation
The correlation between GLPIX and GSRAX is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.47 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.57 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.62 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.64 |
Over the past year, the correlation between GLPIX and GSRAX has dropped to 0.24 - well below their long-term average of 0.64, suggesting their price drivers have been diverging.
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Return for Risk
GLPIX vs. GSRAX — Risk / Return Rank
GLPIX
GSRAX
GLPIX vs. GSRAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs MLP Energy Infrastructure Fund (GLPIX) and Goldman Sachs Rising Dividend Growth Fund (GSRAX). 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.
| GLPIX | GSRAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.54 | ||
| Sortino ratioReturn per unit of downside risk | +0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.24 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.27 | 2.19 | +1.08 |
| Martin ratioReturn relative to average drawdown | 8.88 | 8.15 | +0.74 |
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Drawdowns
GLPIX vs. GSRAX - Drawdown Comparison
The maximum GLPIX drawdown since its inception was -75.98%, which is greater than GSRAX's maximum drawdown of -44.40%. Use the drawdown chart below to compare losses from any high point for GLPIX and GSRAX.
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Drawdown Indicators
| GLPIX | GSRAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.98% | -44.40% | -31.58% |
Max Drawdown (1Y)Largest decline over 1 year | -6.87% | -7.32% | +0.45% |
Max Drawdown (3Y)Largest decline over 3 years | -13.96% | -25.43% | +11.47% |
Max Drawdown (5Y)Largest decline over 5 years | -20.89% | -25.43% | +4.54% |
Max Drawdown (10Y)Largest decline over 10 years | -70.48% | -38.97% | -31.51% |
Current DrawdownCurrent decline from peak | -0.55% | -0.34% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -22.88% | -6.03% | -16.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 1.96% | +0.68% |
Volatility
GLPIX vs. GSRAX - Volatility Comparison
Goldman Sachs MLP Energy Infrastructure Fund (GLPIX) has a higher volatility of 4.06% compared to Goldman Sachs Rising Dividend Growth Fund (GSRAX) at 2.43%. This indicates that GLPIX's price experiences larger fluctuations and is considered to be riskier than GSRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GLPIX | GSRAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 2.43% | +1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 8.75% | +0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.88% | 11.85% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.69% | 20.20% | -1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.79% | 19.84% | +5.95% |
GLPIX vs. GSRAX - Expense Ratio Comparison
GLPIX has a 1.20% expense ratio, which is higher than GSRAX's 1.03% expense ratio.
Dividends
GLPIX vs. GSRAX - Dividend Comparison
GLPIX's dividend yield for the trailing twelve months is around 6.10%, less than GSRAX's 11.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLPIX Goldman Sachs MLP Energy Infrastructure Fund | 6.10% | 7.03% | 6.60% | 6.70% | 6.00% | 6.26% | 9.72% | 8.67% | 8.02% | 7.49% | 11.46% | 6.62% |
GSRAX Goldman Sachs Rising Dividend Growth Fund | 11.25% | 12.17% | 25.88% | 9.60% | 14.01% | 11.55% | 4.39% | 11.85% | 97.89% | 21.56% | 3.16% | 0.92% |
Frequently Asked Questions
GLPIX and GSRAX have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GLPIX has higher volatility (4.06%) compared to GSRAX (2.43%). In terms of maximum drawdown, GLPIX dropped -75.98% vs GSRAX's -44.40%.
GLPIX currently has the higher Sharpe Ratio (1.89 vs 1.35), 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.
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