Correlation
The correlation between GSUIX and ETV is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
GSUIX vs. ETV
Compare and contrast key facts about Goldman Sachs U.S. Mortgages Fund (GSUIX) and Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV).
GSUIX is managed by Goldman Sachs. It was launched on Nov 2, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSUIX or ETV.
Performance
GSUIX vs. ETV - Performance Comparison
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Key characteristics
GSUIX:
1.07
ETV:
0.77
GSUIX:
1.59
ETV:
1.13
GSUIX:
1.19
ETV:
1.17
GSUIX:
0.51
ETV:
0.71
GSUIX:
2.75
ETV:
2.80
GSUIX:
2.28%
ETV:
5.17%
GSUIX:
5.75%
ETV:
20.08%
GSUIX:
-18.65%
ETV:
-52.11%
GSUIX:
-6.35%
ETV:
-4.44%
Returns By Period
In the year-to-date period, GSUIX achieves a 2.07% return, which is significantly higher than ETV's -2.03% return. Over the past 10 years, GSUIX has underperformed ETV with an annualized return of 1.06%, while ETV has yielded a comparatively higher 8.03% annualized return.
GSUIX
2.07%
-0.78%
0.43%
5.41%
1.05%
-0.82%
1.06%
ETV
-2.03%
4.66%
-1.55%
13.87%
7.53%
8.92%
8.03%
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Risk-Adjusted Performance
GSUIX vs. ETV — Risk-Adjusted Performance Rank
GSUIX
ETV
GSUIX vs. ETV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs U.S. Mortgages Fund (GSUIX) and Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV). 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.
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Dividends
GSUIX vs. ETV - Dividend Comparison
GSUIX's dividend yield for the trailing twelve months is around 3.94%, less than ETV's 8.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSUIX Goldman Sachs U.S. Mortgages Fund | 3.94% | 4.28% | 3.76% | 2.56% | 1.67% | 2.88% | 3.27% | 2.94% | 2.60% | 2.65% | 2.54% | 2.65% |
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 8.76% | 8.18% | 9.24% | 10.57% | 7.94% | 8.66% | 8.89% | 9.86% | 8.65% | 8.96% | 8.64% | 9.38% |
Drawdowns
GSUIX vs. ETV - Drawdown Comparison
The maximum GSUIX drawdown since its inception was -18.65%, smaller than the maximum ETV drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for GSUIX and ETV.
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Volatility
GSUIX vs. ETV - Volatility Comparison
The current volatility for Goldman Sachs U.S. Mortgages Fund (GSUIX) is 1.72%, while Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) has a volatility of 4.26%. This indicates that GSUIX experiences smaller price fluctuations and is considered to be less risky than ETV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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