GSRAX vs. GS
Compare and contrast key facts about Goldman Sachs Rising Dividend Growth Fund (GSRAX) and The Goldman Sachs Group, Inc. (GS).
GSRAX is managed by Goldman Sachs. It was launched on Mar 23, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSRAX or GS.
Correlation
The correlation between GSRAX and GS is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
GSRAX vs. GS - Performance Comparison
Key characteristics
GSRAX:
-0.37
GS:
0.87
GSRAX:
-0.33
GS:
1.43
GSRAX:
0.95
GS:
1.20
GSRAX:
-0.15
GS:
0.98
GSRAX:
-0.70
GS:
3.30
GSRAX:
10.56%
GS:
9.19%
GSRAX:
21.12%
GS:
33.99%
GSRAX:
-69.73%
GS:
-78.84%
GSRAX:
-43.76%
GS:
-15.42%
Returns By Period
In the year-to-date period, GSRAX achieves a -2.62% return, which is significantly lower than GS's -0.72% return. Over the past 10 years, GSRAX has underperformed GS with an annualized return of -4.68%, while GS has yielded a comparatively higher 13.13% annualized return.
GSRAX
-2.62%
12.03%
-16.98%
-7.87%
6.77%
-4.68%
GS
-0.72%
22.39%
-1.86%
29.36%
28.17%
13.13%
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Risk-Adjusted Performance
GSRAX vs. GS — Risk-Adjusted Performance Rank
GSRAX
GS
GSRAX vs. GS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Rising Dividend Growth Fund (GSRAX) and The Goldman Sachs Group, Inc. (GS). 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.
Dividends
GSRAX vs. GS - Dividend Comparison
GSRAX's dividend yield for the trailing twelve months is around 14.20%, more than GS's 2.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSRAX Goldman Sachs Rising Dividend Growth Fund | 14.20% | 13.80% | 9.59% | 14.97% | 11.55% | 4.39% | 11.85% | 97.89% | 21.56% | 3.16% | 0.92% | 0.77% |
GS The Goldman Sachs Group, Inc. | 2.08% | 2.01% | 2.72% | 2.62% | 1.70% | 1.90% | 1.80% | 1.89% | 1.14% | 1.09% | 1.41% | 1.16% |
Drawdowns
GSRAX vs. GS - Drawdown Comparison
The maximum GSRAX drawdown since its inception was -69.73%, smaller than the maximum GS drawdown of -78.84%. Use the drawdown chart below to compare losses from any high point for GSRAX and GS. For additional features, visit the drawdowns tool.
Volatility
GSRAX vs. GS - Volatility Comparison
The current volatility for Goldman Sachs Rising Dividend Growth Fund (GSRAX) is 9.95%, while The Goldman Sachs Group, Inc. (GS) has a volatility of 14.21%. This indicates that GSRAX experiences smaller price fluctuations and is considered to be less risky than GS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.