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SVPFX vs. GLPIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SVPFX vs. GLPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Goldman Sachs Strategic Volatility Premium Fund (SVPFX) and Goldman Sachs MLP Energy Infrastructure Fund (GLPIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SVPFX achieves a 1.80% return, which is significantly lower than GLPIX's 20.87% return.


SVPFX

1D
-0.20%
1M
0.20%
6M
1.69%
YTD
1.80%
1Y
5.51%
3Y*
4.51%
5Y*
2.10%
10Y*

GLPIX

1D
1.72%
1M
2.67%
6M
17.80%
YTD
20.87%
1Y
22.09%
3Y*
21.58%
5Y*
20.32%
10Y*
8.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SVPFX vs. GLPIX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SVPFX
Goldman Sachs Strategic Volatility Premium Fund
1.80%4.19%3.82%5.30%-4.37%0.78%
GLPIX
Goldman Sachs MLP Energy Infrastructure Fund
20.87%4.45%28.00%19.67%26.06%16.87%

Correlation

The correlation between SVPFX and GLPIX is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.15

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

-0.03

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

-0.01

Correlation (All Time)
Calculated using the full available price history since Apr 7, 2021

-0.01

The correlation between SVPFX and GLPIX shifts across timeframes, from -0.15 (1 year) to -0.01 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

SVPFX vs. GLPIX — Risk / Return Rank

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

SVPFX
SVPFX Risk / Return Rank: 9494
Overall Rank
SVPFX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
SVPFX Sortino Ratio Rank: 9191
Sortino Ratio Rank
SVPFX Omega Ratio Rank: 9191
Omega Ratio Rank
SVPFX Calmar Ratio Rank: 9898
Calmar Ratio Rank
SVPFX Martin Ratio Rank: 9898
Martin Ratio Rank

GLPIX
GLPIX Risk / Return Rank: 7070
Overall Rank
GLPIX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
GLPIX Sortino Ratio Rank: 7171
Sortino Ratio Rank
GLPIX Omega Ratio Rank: 6666
Omega Ratio Rank
GLPIX Calmar Ratio Rank: 8787
Calmar Ratio Rank
GLPIX Martin Ratio Rank: 5555
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.

SVPFX vs. GLPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Strategic Volatility Premium Fund (SVPFX) and Goldman Sachs MLP Energy Infrastructure Fund (GLPIX). 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.


SVPFXGLPIXDifference
Sharpe ratioReturn per unit of total volatility

+0.62

Sortino ratioReturn per unit of downside risk

+1.15

Omega ratioGain probability vs. loss probability

1.56

1.33

+0.24

Calmar ratioReturn relative to maximum drawdown

6.20

3.33

+2.88

Martin ratioReturn relative to average drawdown

22.83

8.67

+14.16

SVPFX vs. GLPIX - Sharpe Ratio Comparison

The current SVPFX Sharpe Ratio is 2.53, which is higher than the GLPIX Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of SVPFX and GLPIX, 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

SVPFX vs. GLPIX - Drawdown Comparison

The maximum SVPFX drawdown since its inception was -6.37%, smaller than the maximum GLPIX drawdown of -75.98%. Use the drawdown chart below to compare losses from any high point for SVPFX and GLPIX.


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Drawdown Indicators


SVPFXGLPIXDifference

Max Drawdown

Largest peak-to-trough decline

-6.37%

-75.98%

+69.61%

Max Drawdown (1Y)

Largest decline over 1 year

-0.91%

-6.87%

+5.96%

Max Drawdown (3Y)

Largest decline over 3 years

-5.32%

-13.96%

+8.64%

Max Drawdown (5Y)

Largest decline over 5 years

-6.37%

-20.89%

+14.52%

Max Drawdown (10Y)

Largest decline over 10 years

-70.48%

Current Drawdown

Current decline from peak

-0.41%

-1.72%

+1.31%

Average Drawdown

Average peak-to-trough decline

-1.89%

-22.98%

+21.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.39%

2.63%

-2.24%

Volatility

SVPFX vs. GLPIX - Volatility Comparison

The current volatility for Goldman Sachs Strategic Volatility Premium Fund (SVPFX) is 0.82%, while Goldman Sachs MLP Energy Infrastructure Fund (GLPIX) has a volatility of 4.79%. This indicates that SVPFX experiences smaller price fluctuations and is considered to be less risky than GLPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SVPFXGLPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.82%

4.79%

-3.97%

Volatility (6M)

Calculated over the trailing 6-month period

1.76%

9.21%

-7.45%

Volatility (1Y)

Calculated over the trailing 1-year period

2.23%

11.97%

-9.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.62%

18.94%

-13.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.47%

25.82%

-20.35%

SVPFX vs. GLPIX - Expense Ratio Comparison

SVPFX has a 0.38% expense ratio, which is lower than GLPIX's 1.20% expense ratio.


Dividends

SVPFX vs. GLPIX - Dividend Comparison

SVPFX's dividend yield for the trailing twelve months is around 3.20%, less than GLPIX's 6.20% yield.


PositionTTM20252024202320222021202020192018201720162015
GLPIX
Goldman Sachs MLP Energy Infrastructure Fund
6.20%7.03%6.60%6.70%6.00%6.26%9.72%8.67%8.02%7.49%11.46%6.62%
SVPFX
Goldman Sachs Strategic Volatility Premium Fund
3.20%1.83%4.37%4.29%0.76%0.38%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SVPFX and GLPIX have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GLPIX has higher volatility (4.79%) compared to SVPFX (0.82%). In terms of maximum drawdown, SVPFX dropped -6.37% vs GLPIX's -75.98%.

SVPFX currently has the higher Sharpe Ratio (2.53 vs 1.91), 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

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