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GDAFX: Goldman Sachs Dynamic Allocation A (MUTUAL FUND)


Basic Info    

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Asset Class:World Allocation
MyPlanIQ Rating: Not Rated
Start Date:01/06/2010
Last Dividend Date:12/30/2020
12-Mo. Yield 7.32%
Expenses 1.38%
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Performance Analytics (As of 03/02/2022)

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Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Inception** 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return(%) 0.0 -2.5 -18.9 -11.2 -4.7 -3.1 -2.9 -3.1 -46.2 1.6 -6.2 9.3 5.9 -7.4 2.5 5.2 7.7 -1.7 7.1
Sharpe Ratio NA -0.34 -0.72 -0.48 -0.28 -0.2 -2.47 -0.44 -1.01 0.03 -1.17 0.29 0.66 -0.89 0.37 0.69 1.18 -0.19 0.87
Draw Down(%) NA 9.9 47.9 58.7 58.7 58.7 3.4 9.3 48.2 5.8 7.7 21.3 5.5 12.8 5.3 9.6 4.7 10.0 5.7
Standard Deviation(%) NA 7.3 26.8 25.0 18.5 17.1 6.8 7.1 45.9 6.8 6.4 30.4 8.6 8.4 6.6 7.5 6.5 9.2 8.1
Treynor Ratio NA -0.1 28.43 51.83 -1.58 -0.63 -3.24 -0.17 32.99 0.01 -0.4 0.08 0.06 -0.08 0.03 0.06 0.12 -0.03 0.11
Alpha NA -0.01 -0.07 -0.04 -0.01 -0.01 -0.06 -0.01 -0.21 -0.02 -0.02 0.0 0.01 -0.03 0.0 -0.02 0.01 0.0 0.01
Beta NA 0.25 -0.01 0.0 0.03 0.06 0.05 0.18 -0.01 0.32 0.19 1.08 0.88 0.95 0.81 0.83 0.63 0.51 0.63
RSquared NA 0.12 0.0 0.0 0.0 0.01 0.01 0.09 0.0 0.08 0.06 0.02 0.75 0.86 0.67 0.69 0.66 0.68 0.7

*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2010

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