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GS vs. IXUS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GS vs. IXUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Goldman Sachs Group, Inc. (GS) and iShares Core MSCI Total International Stock ETF (IXUS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GS achieves a 22.08% return, which is significantly higher than IXUS's 13.86% return. Over the past 10 years, GS has outperformed IXUS with an annualized return of 24.48%, while IXUS has yielded a comparatively lower 10.23% annualized return.


GS

1D
2.62%
1M
12.54%
YTD
22.08%
6M
20.84%
1Y
76.70%
3Y*
49.31%
5Y*
25.98%
10Y*
24.48%

IXUS

1D
0.43%
1M
3.19%
YTD
13.86%
6M
15.66%
1Y
30.13%
3Y*
18.44%
5Y*
8.24%
10Y*
10.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GS vs. IXUS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GS
The Goldman Sachs Group, Inc.
22.08%56.64%52.03%15.91%-7.87%47.61%17.45%40.48%-33.53%7.73%
IXUS
iShares Core MSCI Total International Stock ETF
13.86%32.40%5.19%15.83%-16.47%8.86%10.80%21.71%-14.41%28.12%

Correlation

The correlation between GS and IXUS is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.58

Correlation (3Y)
Calculated over the trailing 3-year period

0.56

Correlation (5Y)
Calculated over the trailing 5-year period

0.62

Correlation (10Y)
Calculated over the trailing 10-year period

0.60

Correlation (All Time)
Calculated using the full available price history since Oct 24, 2012

0.61

The correlation between GS and IXUS has been stable across timeframes, ranging from 0.56 to 0.62 - a consistent structural relationship.

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Return for Risk

GS vs. IXUS — Risk / Return Rank

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

GS
GS Risk / Return Rank: 9191
Overall Rank
GS Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
GS Sortino Ratio Rank: 9191
Sortino Ratio Rank
GS Omega Ratio Rank: 9191
Omega Ratio Rank
GS Calmar Ratio Rank: 8888
Calmar Ratio Rank
GS Martin Ratio Rank: 9292
Martin Ratio Rank

IXUS
IXUS Risk / Return Rank: 6060
Overall Rank
IXUS Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
IXUS Sortino Ratio Rank: 5959
Sortino Ratio Rank
IXUS Omega Ratio Rank: 6262
Omega Ratio Rank
IXUS Calmar Ratio Rank: 5858
Calmar Ratio Rank
IXUS Martin Ratio Rank: 6262
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.

GS vs. IXUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Goldman Sachs Group, Inc. (GS) and iShares Core MSCI Total International Stock ETF (IXUS). 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.


GSIXUSDifference
Sharpe ratioReturn per unit of total volatility

+0.83

Sortino ratioReturn per unit of downside risk

+0.76

Omega ratioGain probability vs. loss probability

1.41

1.33

+0.09

Calmar ratioReturn relative to maximum drawdown

3.80

2.51

+1.29

Martin ratioReturn relative to average drawdown

12.61

9.67

+2.94

GS vs. IXUS - Sharpe Ratio Comparison

The current GS Sharpe Ratio is 2.59, which is higher than the IXUS Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of GS and IXUS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GS vs. IXUS - Drawdown Comparison

The maximum GS drawdown since its inception was -78.84%, which is greater than IXUS's maximum drawdown of -36.22%. Use the drawdown chart below to compare losses from any high point for GS and IXUS.


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Drawdown Indicators


GSIXUSDifference

Max Drawdown

Largest peak-to-trough decline

-78.84%

-36.22%

-42.62%

Max Drawdown (1Y)

Largest decline over 1 year

-19.42%

-11.36%

-8.06%

Max Drawdown (3Y)

Largest decline over 3 years

-30.90%

-13.75%

-17.15%

Max Drawdown (5Y)

Largest decline over 5 years

-32.84%

-30.03%

-2.81%

Max Drawdown (10Y)

Largest decline over 10 years

-48.75%

-36.22%

-12.53%

Current Drawdown

Current decline from peak

-2.73%

-1.57%

-1.16%

Average Drawdown

Average peak-to-trough decline

-22.65%

-7.49%

-15.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.84%

2.95%

+2.89%

Volatility

GS vs. IXUS - Volatility Comparison

The Goldman Sachs Group, Inc. (GS) has a higher volatility of 11.84% compared to iShares Core MSCI Total International Stock ETF (IXUS) at 6.88%. This indicates that GS's price experiences larger fluctuations and is considered to be riskier than IXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GSIXUSDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.84%

6.88%

+4.96%

Volatility (6M)

Calculated over the trailing 6-month period

23.47%

14.23%

+9.24%

Volatility (1Y)

Calculated over the trailing 1-year period

28.55%

16.29%

+12.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.10%

16.38%

+11.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.87%

17.12%

+12.75%

Dividends

GS vs. IXUS - Dividend Comparison

GS's dividend yield for the trailing twelve months is around 1.60%, less than IXUS's 2.84% yield.


PositionTTM20252024202320222021202020192018201720162015
GS
The Goldman Sachs Group, Inc.
1.60%1.59%2.01%2.72%2.62%1.70%1.90%1.80%1.89%1.14%1.09%1.41%
IXUS
iShares Core MSCI Total International Stock ETF
2.84%3.24%3.33%3.13%2.48%3.12%1.85%3.09%3.00%2.41%2.58%2.81%

Frequently Asked Questions


GS and IXUS have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GS has higher volatility (11.84%) compared to IXUS (6.88%). In terms of maximum drawdown, GS dropped -78.84% vs IXUS's -36.22%.

GS currently has the higher Sharpe Ratio (2.59 vs 1.75), 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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