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GSCMX vs. BRW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GSCMX vs. BRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Goldman Sachs Income Fund (GSCMX) and Saba Capital Income & Opportunities Fund (BRW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GSCMX achieves a 0.74% return, which is significantly lower than BRW's 3.52% return.


GSCMX

1D
0.00%
1M
0.05%
6M
0.85%
YTD
0.74%
1Y
4.73%
3Y*
7.42%
5Y*
2.80%
10Y*

BRW

1D
0.76%
1M
2.67%
6M
3.59%
YTD
3.52%
1Y
-4.66%
3Y*
9.80%
5Y*
6.64%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GSCMX vs. BRW - Yearly Performance Comparison


2026 (YTD)20252024202320222021
GSCMX
Goldman Sachs Income Fund
0.74%8.70%6.13%10.60%-10.75%1.69%
BRW
Saba Capital Income & Opportunities Fund
3.52%5.89%12.16%18.49%-4.64%3.19%

Correlation

The correlation between GSCMX and BRW is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.17

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

0.20

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

0.24

Correlation (All Time)
Calculated using the full available price history since May 5, 2021

0.23

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Return for Risk

GSCMX vs. BRW — Risk / Return Rank

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

GSCMX
GSCMX Risk / Return Rank: 4343
Overall Rank
GSCMX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
GSCMX Sortino Ratio Rank: 4848
Sortino Ratio Rank
GSCMX Omega Ratio Rank: 5050
Omega Ratio Rank
GSCMX Calmar Ratio Rank: 2929
Calmar Ratio Rank
GSCMX Martin Ratio Rank: 4343
Martin Ratio Rank

BRW
BRW Risk / Return Rank: 22
Overall Rank
BRW Sharpe Ratio Rank: 22
Sharpe Ratio Rank
BRW Sortino Ratio Rank: 22
Sortino Ratio Rank
BRW Omega Ratio Rank: 22
Omega Ratio Rank
BRW Calmar Ratio Rank: 22
Calmar Ratio Rank
BRW Martin Ratio Rank: 22
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.

GSCMX vs. BRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Income Fund (GSCMX) and Saba Capital Income & Opportunities Fund (BRW). 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.


GSCMXBRWDifference
Sharpe ratioReturn per unit of total volatility

+1.80

Sortino ratioReturn per unit of downside risk

+2.59

Omega ratioGain probability vs. loss probability

1.29

0.95

+0.34

Calmar ratioReturn relative to maximum drawdown

1.55

-0.26

+1.81

Martin ratioReturn relative to average drawdown

7.24

-0.45

+7.69

GSCMX vs. BRW - Sharpe Ratio Comparison

The current GSCMX Sharpe Ratio is 1.45, which is higher than the BRW Sharpe Ratio of -0.35. The chart below compares the historical Sharpe Ratios of GSCMX and BRW, 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

GSCMX vs. BRW - Drawdown Comparison

The maximum GSCMX drawdown since its inception was -20.12%, which is greater than BRW's maximum drawdown of -17.74%. Use the drawdown chart below to compare losses from any high point for GSCMX and BRW.


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Drawdown Indicators


GSCMXBRWDifference

Max Drawdown

Largest peak-to-trough decline

-20.12%

-17.74%

-2.38%

Max Drawdown (1Y)

Largest decline over 1 year

-2.93%

-17.74%

+14.81%

Max Drawdown (3Y)

Largest decline over 3 years

-3.24%

-17.74%

+14.50%

Max Drawdown (5Y)

Largest decline over 5 years

-18.20%

-17.74%

-0.46%

Current Drawdown

Current decline from peak

-0.22%

-8.78%

+8.56%

Average Drawdown

Average peak-to-trough decline

-3.76%

-4.05%

+0.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.63%

10.41%

-9.78%

Volatility

GSCMX vs. BRW - Volatility Comparison

The current volatility for Goldman Sachs Income Fund (GSCMX) is 0.70%, while Saba Capital Income & Opportunities Fund (BRW) has a volatility of 3.36%. This indicates that GSCMX experiences smaller price fluctuations and is considered to be less risky than BRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GSCMXBRWDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.70%

3.36%

-2.66%

Volatility (6M)

Calculated over the trailing 6-month period

2.59%

8.38%

-5.79%

Volatility (1Y)

Calculated over the trailing 1-year period

3.12%

13.45%

-10.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.38%

12.97%

-8.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.75%

12.87%

-7.12%

GSCMX vs. BRW - Expense Ratio Comparison

GSCMX has a 0.72% expense ratio, which is lower than BRW's 1.71% expense ratio.


Dividends

GSCMX vs. BRW - Dividend Comparison

GSCMX's dividend yield for the trailing twelve months is around 5.57%, less than BRW's 15.34% yield.


PositionTTM2025202420232022202120202019
BRW
Saba Capital Income & Opportunities Fund
15.34%14.46%12.27%16.02%13.82%4.53%0.00%0.00%
GSCMX
Goldman Sachs Income Fund
5.57%5.09%5.39%4.71%8.43%3.51%3.95%0.27%

Frequently Asked Questions


GSCMX and BRW have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BRW has higher volatility (3.36%) compared to GSCMX (0.70%). In terms of maximum drawdown, GSCMX dropped -20.12% vs BRW's -17.74%.

GSCMX currently has the higher Sharpe Ratio (1.45 vs -0.35), 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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