Find A Portfolio/Ticker
Comparison Box
GSSQX: GOLDMAN SACHS U.S. EQUITY INSIGHTS FUND CLASS A (MUTUAL FUND)
Basic Info 60.61 0.46(0.76%) May 02
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (24%) |
Start Date: | 12/30/1991 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 2.16% |
Expenses | 0.55% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 7.2 | 25.5 | 6.5 | 11.7 | 11.0 | 13.6 | 8.8 | 8.5 | 23.3 | -19.7 | 29.2 | 17.8 | 25.4 | -6.8 | 23.5 | 10.7 | -1.2 | 15.3 | 36.0 | 13.8 | 4.2 | 13.0 | 20.9 | -37.7 | -1.3 | 13.0 | 6.6 | 14.4 | 30.0 | -21.5 | -11.3 | -10.0 | 22.9 | 21.2 | 31.7 | 21.4 | 35.3 | 1.6 | 13.5 | -0.0 | 1.0 |
Sharpe Ratio | NA | 1.9 | 2.03 | 0.26 | 0.47 | 0.56 | NA | NA | 0.4 | 1.43 | -0.86 | 2.1 | 0.5 | 1.84 | -0.49 | 3.13 | 0.76 | -0.08 | 1.28 | 3.12 | 1.09 | 0.18 | 0.7 | 0.78 | -0.94 | -0.26 | 0.94 | 0.4 | 1.16 | 1.74 | -0.9 | -0.67 | -0.62 | 1.08 | 0.84 | 1.57 | 1.53 | 3.62 | -0.11 | 0.76 | -0.25 | NA |
Draw Down(%) | NA | 5.5 | 9.6 | 25.0 | 34.5 | 34.5 | NA | NA | 56.6 | 9.6 | 24.7 | 5.4 | 34.5 | 7.9 | 21.5 | 2.6 | 12.7 | 11.9 | 8.5 | 6.2 | 11.1 | 18.0 | 17.0 | 26.1 | 48.8 | 12.0 | 8.5 | 7.6 | 7.5 | 12.6 | 31.6 | 28.2 | 18.3 | 11.4 | 23.6 | 10.7 | 7.7 | 4.1 | 8.3 | 7.6 | 8.9 | 0.0 |
Standard Deviation(%) | NA | 12.7 | 12.2 | 17.8 | 21.8 | 18.1 | NA | NA | 18.6 | 13.5 | 24.6 | 13.8 | 35.0 | 13.1 | 16.5 | 7.3 | 13.8 | 15.9 | 12.0 | 11.5 | 12.7 | 22.9 | 18.4 | 26.5 | 40.9 | 16.6 | 10.5 | 11.1 | 11.6 | 16.9 | 25.1 | 20.7 | 22.8 | 18.3 | 21.3 | 17.8 | 11.6 | 8.7 | 12.6 | 15.0 | 9.7 | 0.0 |
Treynor Ratio | NA | 0.25 | 0.25 | 0.05 | 0.11 | 0.11 | NA | NA | 0.08 | 0.19 | -0.24 | 0.29 | 0.17 | 0.23 | -0.1 | 0.23 | 0.1 | -0.01 | 0.15 | 0.35 | 0.14 | 0.04 | 0.13 | 0.21 | -0.39 | -0.04 | 0.1 | 0.04 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -0.01 | -0.01 | 0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | -0.01 | -0.02 | 0.0 | -0.03 | -0.01 | 0.0 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.96 | 0.98 | 0.93 | 0.97 | 0.97 | NA | NA | 0.98 | 0.99 | 0.89 | 1.02 | 1.0 | 1.03 | 0.83 | 1.01 | 1.03 | 1.02 | 1.03 | 1.02 | 0.98 | 0.96 | 1.01 | 0.97 | 1.0 | 1.04 | 1.01 | 1.06 | 1.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.79 | 0.91 | 0.85 | 0.93 | 0.92 | NA | NA | 0.64 | 0.95 | 0.8 | 0.96 | 0.99 | 0.98 | 0.74 | 0.85 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.96 | 0.96 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 2.9 | 8.8 | 8.6 | 8.3 | 12.6 | 7.4 | N/A | 3.1 | 0.6 | 27.5 | 4.8 | 1.7 | 3.9 | 11.6 | 4.4 | 3.8 | 0.8 | 1.3 | 1.7 | 1.9 | 1.4 | 1.7 | 1.6 | 11.4 | 4.5 | 0.4 | 0.9 | 0.3 | 0.0 | 0.0 | 10.2 | 11.3 | 2.5 | 11.3 | 5.0 | 4.0 | 7.4 | 11.7 | 1.4 | 0.7 |
Dividend Growth(%) | N/A | -100.0 | 320.6 | 249.0 | 104.2 | 302.1 | N/A | N/A | N/A | 320.6 | -97.9 | 530.3 | 253.5 | -61.0 | -62.3 | 187.5 | 7.0 | 441.4 | -19.4 | -10.0 | -9.1 | 51.7 | -3.3 | -33.3 | -88.0 | 172.5 | 1154.5 | -50.0 | 214.3 | 600.0 | N/A | -100.0 | -0.6 | 428.4 | -72.9 | 157.3 | 68.4 | -49.6 | -36.5 | 709.1 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) (100%)
- XLG (Invesco S&P 500® Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market Index Fund ETF Shares) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500® Equal Weight ETF) (96%)
- DSI (iShares MSCI KLD 400 Social ETF) (94%)
- EPS (WisdomTree U.S. Earnings 500 Fund) (93%)
- FEX (First Trust Large Cap Core AlphaDEX® Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Strategic Return Fund) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (95%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)