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GSAHX vs. SGPIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GSAHX vs. SGPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Goldman Sachs Small Cap Growth Fund (GSAHX) and ProFunds Small Cap Growth Fund (SGPIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with GSAHX having a 21.53% return and SGPIX slightly higher at 21.80%.


GSAHX

1D
3.17%
1M
-4.25%
6M
17.69%
YTD
21.53%
1Y
32.88%
3Y*
18.16%
5Y*
6.77%
10Y*
ALL TIME*
14.23%

SGPIX

1D
1.72%
1M
-1.68%
6M
16.42%
YTD
21.80%
1Y
30.36%
3Y*
11.94%
5Y*
3.50%
10Y*
8.48%
ALL TIME*
8.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

GSAHX vs. SGPIX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
GSAHX
Goldman Sachs Small Cap Growth Fund
21.53%9.13%21.65%18.80%-28.78%8.38%54.70%7.21%
SGPIX
ProFunds Small Cap Growth Fund
21.80%3.52%7.53%15.35%-22.72%13.29%17.43%4.91%

Correlation

The correlation between GSAHX and SGPIX is 0.91, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.91

Correlation (3Y)
Balances recent behavior with more history.

0.91

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.91

Correlation (All Time)
Calculated using the full available price history since Oct 31, 2019

0.89

The correlation between GSAHX and SGPIX has been stable across timeframes, ranging from 0.89 to 0.91 - a consistent structural relationship.

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Return for Risk

GSAHX vs. SGPIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

GSAHX
GSAHX Risk / Return Rank: 5959
Overall Rank
GSAHX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
GSAHX Sortino Ratio Rank: 4949
Sortino Ratio Rank
GSAHX Omega Ratio Rank: 4141
Omega Ratio Rank
GSAHX Calmar Ratio Rank: 8484
Calmar Ratio Rank
GSAHX Martin Ratio Rank: 7575
Martin Ratio Rank

SGPIX
SGPIX Risk / Return Rank: 6868
Overall Rank
SGPIX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
SGPIX Sortino Ratio Rank: 6464
Sortino Ratio Rank
SGPIX Omega Ratio Rank: 5353
Omega Ratio Rank
SGPIX Calmar Ratio Rank: 8484
Calmar Ratio Rank
SGPIX Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

GSAHX vs. SGPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Small Cap Growth Fund (GSAHX) and ProFunds Small Cap Growth Fund (SGPIX). 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.


GSAHXSGPIXDifference
Sharpe ratioReturn per unit of total volatility

-0.16

Sortino ratioReturn per unit of downside risk

-0.29

Omega ratioGain probability vs. loss probability

1.23

1.26

-0.03

Calmar ratioReturn relative to maximum drawdown

2.91

2.93

-0.02

Martin ratioReturn relative to average drawdown

9.43

9.84

-0.41

GSAHX vs. SGPIX - Sharpe Ratio Comparison

The current GSAHX Sharpe Ratio is 1.34, which is comparable to the SGPIX Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of GSAHX and SGPIX, 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

GSAHX vs. SGPIX - Drawdown Comparison

The maximum GSAHX drawdown since its inception was -41.67%, smaller than the maximum SGPIX drawdown of -58.70%. Use the drawdown chart below to compare losses from any high point for GSAHX and SGPIX.


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Drawdown Indicators


GSAHXSGPIXDifference

Max Drawdown

Largest peak-to-trough decline

-41.67%

-58.70%

+17.03%

Max Drawdown (1Y)

Largest decline over 1 year

-10.29%

-9.15%

-1.14%

Max Drawdown (3Y)

Largest decline over 3 years

-27.04%

-27.72%

+0.68%

Max Drawdown (5Y)

Largest decline over 5 years

-41.67%

-34.64%

-7.03%

Max Drawdown (10Y)

Largest decline over 10 years

-43.14%

Current Drawdown

Current decline from peak

-7.29%

-3.19%

-4.10%

Average Drawdown

Average peak-to-trough decline

-14.08%

-11.20%

-2.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.17%

2.73%

+0.44%

Volatility

GSAHX vs. SGPIX - Volatility Comparison

Goldman Sachs Small Cap Growth Fund (GSAHX) has a higher volatility of 6.66% compared to ProFunds Small Cap Growth Fund (SGPIX) at 4.10%. This indicates that GSAHX's price experiences larger fluctuations and is considered to be riskier than SGPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GSAHXSGPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.66%

4.10%

+2.56%

Volatility (6M)

Calculated over the trailing 6-month period

17.81%

12.96%

+4.85%

Volatility (1Y)

Calculated over the trailing 1-year period

22.39%

17.84%

+4.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.84%

21.61%

+3.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.92%

22.31%

+4.61%

GSAHX vs. SGPIX - Expense Ratio Comparison

GSAHX has a 1.03% expense ratio, which is lower than SGPIX's 1.60% expense ratio.


Dividends

GSAHX vs. SGPIX - Dividend Comparison

Neither GSAHX nor SGPIX has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
GSAHX
Goldman Sachs Small Cap Growth Fund
0.00%0.00%0.00%0.00%0.00%10.59%7.28%0.19%0.00%0.00%0.00%0.00%
SGPIX
ProFunds Small Cap Growth Fund
0.00%0.18%1.58%0.80%3.80%2.06%0.00%0.00%4.29%0.00%0.00%2.58%

Frequently Asked Questions


With a correlation of 0.91, GSAHX and SGPIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

GSAHX has higher volatility (6.66%) compared to SGPIX (4.10%). In terms of maximum drawdown, GSAHX dropped -41.67% vs SGPIX's -58.70%.

SGPIX currently has the higher Sharpe Ratio (1.50 vs 1.34), 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

Find the right allocation for GSAHX and SGPIX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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