GSITX vs. FSCRX

In the year-to-date period, GSITX achieves a -9.14% return, which is significantly lower than FSCRX's -3.94% return. Over the past 10 years, GSITX has outperformed FSCRX with an annualized return of 0.90%, while FSCRX has yielded a comparatively lower -1.82% annualized return.

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GSITX has a 0.84% expense ratio, which is lower than FSCRX's 0.98% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Small Cap Value Insights Fund (GSITX) and Fidelity Small Cap Discovery Fund (FSCRX). 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.

The current GSITX Sharpe Ratio is -0.57, which is comparable to the FSCRX Sharpe Ratio of -0.70. The chart below compares the historical Sharpe Ratios of GSITX and FSCRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GSITX's dividend yield for the trailing twelve months is around 0.90%, more than FSCRX's 0.24% yield.

The maximum GSITX drawdown since its inception was -84.54%, which is greater than FSCRX's maximum drawdown of -61.11%. Use the drawdown chart below to compare losses from any high point for GSITX and FSCRX. For additional features, visit the drawdowns tool.

Goldman Sachs Small Cap Value Insights Fund (GSITX) has a higher volatility of 6.09% compared to Fidelity Small Cap Discovery Fund (FSCRX) at 5.78%. This indicates that GSITX's price experiences larger fluctuations and is considered to be riskier than FSCRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.