GS Performance Analysis: Goldman Sachs | 43.9% 12M Return
12M Return: 43.9% | +23.5% vs S&P 500 | Volatility: 30.6% | Relative Strength, Momentum & Peer Ranking
Detailed Performance Metrics Updated: 2026-07-04 09:13
| CAGR | 52.1% |
| CAGR / Max DD | 1.69 |
| CAGR / Mean DD | 10.81 |
| CAGR / Median DD | 19.07 |
| ATR % | 3.14% |
| Beta | 1.539 |
| Beta Downside | 1.508 |
| Alpha | 15.99% |
| CAPM | 11.40% |
| Current Price | 1.02K USD |
| SMA 20 Distance | +1.87% |
| SMA 50 Distance | -2.43% |
| SMA 200 Distance | -13.55% |
| RSI 14 | 47.0 |
| EMA8 Dist. Percentile | 19.6% |
| Distance to 52W High | -8.51% |
| Hurst Exponent | 0.412 |
| METRIC | GS | PERCENTILE RANK |
|---|---|---|
| RS IBD | 73.01 | 74.1 |
| Performance 1M | -1.92% | 15.5 |
| Performance 3M | 18.41% | 63.8 |
| Performance 6M | 8.69% | 63.8 |
| Performance 12M | 43.92% | 74.1 |
| Sharpe Ratio | 1.31 | 84.5 |
Top Performer in Investment Banking & Brokerage 5 of 29 peers
| SYMBOL | 1W | 1M | 3M |
|---|---|---|---|
| BULL | 10.14% | 21.53% | 45.14% |
| SNEX | -12.19% | 10.53% | 40.81% |
| MRX | -2.50% | 15.99% | 36.24% |
| VIRT | 1.18% | 21.64% | 30.70% |
| SAVE | 2.73% | 15.32% | 23.02% |
| GS | -4.14% | -1.92% | 18.41% |
| SYMBOL | 6M | 12M | 5Y |
|---|---|---|---|
| SNEX | 77.92% | 92.76% | 546.01% |
| OPY | 48.34% | 65.20% | 157.59% |
| MRX | 58.69% | 63.17% | 240.49% |
| SAVE | 42.41% | 44.04% | 210.39% |
| GS | 8.69% | 43.92% | 213.47% |
| VIRT | 85.13% | 42.00% | 169.63% |
Compare GS vs S&P 500
| PERIOD | GS | S&P 500 |
|---|---|---|
| 1 Week | -4.14% | 1.43% |
| 1 Month | -1.92% | -1.00% |
| 3 Months | 18.41% | 13.32% |
| 6 Months | 8.69% | 8.87% |
| 12 Months | 43.92% | 20.42% |
| 5 Years | 213.47% | 83.42% |
FAQ
Yes, GS significantly outperforms the market. Over the past 12 months, GS returned 43.92% compared to 20.42% for the S&P 500.
GS has returned 43.92% over the past 12 months, including dividends. Over 3 months the return was 18.41%, and over 5 years 213.47%.
GS has relatively low risk with a maximum drawdown of 30.90% over the past 3 years. The average drawdown is 4.82%.
GS vs Sectors 12m
| SECTOR | ETF | DIFFERENCE 12M |
|---|---|---|
| Communication Services | XLC | 41.2% |
| Financials | XLF | 37.7% |
| Consumer Staples | XLP | 37.6% |
| Consumer Discretionary | XLY | 37.2% |
| Real Estate | XLRE | 33.4% |
| Real Estate | XLRE | 33.4% |
| Materials | XLB | 28% |
| Health Care | XLV | 21% |
| Industrials | XLI | 19.3% |
| Energy | XLE | 17.8% |
| Technology | XLK | 2.6% |
GS vs Asset Classes 12m
| ASSET CLASS | ETF | DIFFERENCE 12M |
|---|---|---|
| S&P 500 | SPY | 23.5% |
| Emerging Market | EEM | 6.5% |
| Gold | GLD | 20.8% |
| Long-Term Bonds | TLT | 41.1% |
| Risk-Free Cash | SHY | 40.8% |