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GS vs. LGGNY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GS vs. LGGNY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Goldman Sachs Group, Inc. (GS) and Legal & General Group Plc (LGGNY). 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 20.04% return, which is significantly higher than LGGNY's 9.52% return. Over the past 10 years, GS has outperformed LGGNY with an annualized return of 23.96%, while LGGNY has yielded a comparatively lower 9.83% annualized return.


GS

1D
0.61%
1M
12.08%
YTD
20.04%
6M
21.74%
1Y
73.62%
3Y*
49.42%
5Y*
25.24%
10Y*
23.96%

LGGNY

1D
0.05%
1M
5.74%
YTD
9.52%
6M
16.64%
1Y
14.91%
3Y*
15.30%
5Y*
6.67%
10Y*
9.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GS vs. LGGNY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GS
The Goldman Sachs Group, Inc.
20.04%56.64%52.03%15.91%-7.87%47.61%17.45%40.48%-33.53%7.73%
LGGNY
Legal & General Group Plc
9.52%32.85%-3.49%17.36%-21.83%18.83%-1.17%45.45%-16.11%35.63%

Correlation

The correlation between GS and LGGNY is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.38

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

0.38

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

0.44

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

0.43

Correlation (All Time)
Calculated using the full available price history since Jul 16, 2007

0.35

Fundamentals

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Return for Risk

GS vs. LGGNY — 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: 9393
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: 9191
Martin Ratio Rank

LGGNY
LGGNY Risk / Return Rank: 6161
Overall Rank
LGGNY Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
LGGNY Sortino Ratio Rank: 5757
Sortino Ratio Rank
LGGNY Omega Ratio Rank: 5656
Omega Ratio Rank
LGGNY Calmar Ratio Rank: 6262
Calmar Ratio Rank
LGGNY Martin Ratio Rank: 6565
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. LGGNY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Goldman Sachs Group, Inc. (GS) and Legal & General Group Plc (LGGNY). 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.


GSLGGNYDifference
Sharpe ratioReturn per unit of total volatility

+1.95

Sortino ratioReturn per unit of downside risk

+2.19

Omega ratioGain probability vs. loss probability

1.43

1.13

+0.29

Calmar ratioReturn relative to maximum drawdown

3.81

0.90

+2.91

Martin ratioReturn relative to average drawdown

12.74

2.43

+10.31

GS vs. LGGNY - Sharpe Ratio Comparison

The current GS Sharpe Ratio is 2.64, which is higher than the LGGNY Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of GS and LGGNY, 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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Sharpe Ratios by Period


GSLGGNYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.64

0.69

+1.95

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.91

0.25

+0.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

0.29

+0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.16

+0.17

Drawdowns

GS vs. LGGNY - Drawdown Comparison

The maximum GS drawdown since its inception was -78.84%, smaller than the maximum LGGNY drawdown of -89.75%. Use the drawdown chart below to compare losses from any high point for GS and LGGNY.


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Drawdown Indicators


GSLGGNYDifference

Max Drawdown

Largest peak-to-trough decline

-78.84%

-89.75%

+10.91%

Max Drawdown (1Y)

Largest decline over 1 year

-19.42%

-16.70%

-2.72%

Max Drawdown (3Y)

Largest decline over 3 years

-30.90%

-18.03%

-12.87%

Max Drawdown (5Y)

Largest decline over 5 years

-32.84%

-43.39%

+10.55%

Max Drawdown (10Y)

Largest decline over 10 years

-48.75%

-62.54%

+13.79%

Current Drawdown

Current decline from peak

-4.36%

-1.35%

-3.01%

Average Drawdown

Average peak-to-trough decline

-22.62%

-20.42%

-2.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.80%

6.15%

-0.35%

Volatility

GS vs. LGGNY - Volatility Comparison

The Goldman Sachs Group, Inc. (GS) has a higher volatility of 10.56% compared to Legal & General Group Plc (LGGNY) at 6.45%. This indicates that GS's price experiences larger fluctuations and is considered to be riskier than LGGNY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GSLGGNYDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.56%

6.45%

+4.11%

Volatility (6M)

Calculated over the trailing 6-month period

23.02%

17.12%

+5.90%

Volatility (1Y)

Calculated over the trailing 1-year period

28.14%

21.89%

+6.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.03%

26.92%

+1.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.84%

34.67%

-4.83%

Dividends

GS vs. LGGNY - Dividend Comparison

GS's dividend yield for the trailing twelve months is around 1.63%, less than LGGNY's 7.91% yield.


PositionTTM20252024202320222021202020192018201720162015
GS
The Goldman Sachs Group, Inc.
1.63%1.59%2.01%2.72%2.62%1.70%1.90%1.80%1.89%1.14%1.09%1.41%
LGGNY
Legal & General Group Plc
7.91%7.92%9.06%7.34%7.62%5.68%5.86%4.97%6.77%8.42%12.35%4.47%

Financials

GS vs. LGGNY - Financials Comparison

This section allows you to compare key financial metrics between The Goldman Sachs Group, Inc. and Legal & General Group Plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


15.00B20.00B25.00B30.00B20222023202420252026
17.23B
(GS) Total Revenue
(LGGNY) Total Revenue
Values in USD except per share items

Frequently Asked Questions


GS and LGGNY have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GS has higher volatility (10.56%) compared to LGGNY (6.45%). In terms of maximum drawdown, GS dropped -78.84% vs LGGNY's -89.75%.

GS currently has the higher Sharpe Ratio (2.64 vs 0.69), 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.

Portfolio Optimizer

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