Find A Portfolio/Ticker
Comparison Box
GCGAX: GOLDMAN SACHS CONCENTRATED GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/30/2002 |
| Last Dividend Date: | 04/23/2024 |
| 12-Mo. Yield | 27.89% |
| Expenses | 0.76% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/17/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -26.4 | -6.8 | -2.0 | 3.7 | 11.7 | 9.8 | 9.5 | -22.1 | 40.7 | -38.6 | 1.4 | 26.2 | 37.7 | -2.6 | 27.4 | -0.3 | 1.4 | 11.7 | 29.4 | 19.4 | -3.3 | 10.8 | 48.3 | -44.0 | 13.1 | 9.2 | 3.2 | 1.9 | 24.8 | 0.5 |
| Sharpe Ratio | NA | 0.0 | -1.06 | -0.41 | -0.17 | 0.09 | NA | NA | 0.22 | -0.89 | 2.28 | -1.18 | 0.05 | 0.72 | 2.53 | -0.19 | 3.44 | -0.04 | 0.08 | 0.93 | 2.43 | 1.4 | -0.14 | 0.62 | 1.8 | -1.03 | 0.62 | 0.48 | 0.1 | 0.08 | 1.17 | NA |
| Draw Down(%) | NA | 0.0 | 27.2 | 30.4 | 51.7 | 51.7 | NA | NA | 55.8 | 30.4 | 11.1 | 39.9 | 22.8 | 31.5 | 6.8 | 22.7 | 3.2 | 14.0 | 13.3 | 7.2 | 7.3 | 11.3 | 19.4 | 14.3 | 18.0 | 53.7 | 9.2 | 11.0 | 9.9 | 12.2 | 16.2 | 0.0 |
| Standard Deviation(%) | NA | NA | 31.1 | 26.8 | 26.7 | 23.6 | NA | NA | 21.9 | 32.1 | 16.1 | 33.9 | 27.0 | 36.1 | 14.4 | 20.4 | 7.8 | 14.1 | 16.1 | 12.5 | 12.1 | 13.9 | 24.0 | 17.3 | 26.8 | 43.3 | 16.3 | 12.4 | 11.0 | 12.3 | 20.6 | 0.0 |
| Treynor Ratio | NA | NA | 4.57 | -0.21 | -0.07 | 0.03 | NA | NA | 0.06 | -4.56 | 0.45 | -0.47 | 0.02 | 0.27 | 0.56 | -0.04 | 0.32 | -0.01 | 0.01 | 0.13 | 0.31 | 0.21 | -0.04 | 0.12 | 0.45 | -0.4 | 0.11 | 0.07 | 0.01 | 0.01 | 0.24 | 0.0 |
| Alpha | NA | -0.01 | -0.13 | -0.04 | -0.03 | -0.02 | NA | NA | -0.01 | -0.11 | 0.01 | -0.02 | 0.01 | -0.07 | 0.03 | -0.01 | 0.0 | 0.0 | -0.03 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.03 | -0.01 | 0.01 | 0.03 | -0.02 | -0.01 | 0.0 | NA |
| Beta | NA | 0.0 | -0.07 | 0.54 | 0.63 | 0.74 | NA | NA | 0.85 | 0.06 | 0.83 | 0.86 | 0.63 | 0.96 | 0.65 | 0.96 | 0.85 | 0.93 | 0.97 | 0.89 | 0.95 | 0.93 | 0.89 | 0.88 | 1.06 | 1.13 | 0.95 | 0.8 | 0.78 | 0.77 | 1.01 | NA |
| RSquared | NA | 0.0 | 0.01 | 0.32 | 0.43 | 0.59 | NA | NA | 0.74 | 0.0 | 0.94 | 0.88 | 0.34 | 0.93 | 0.69 | 0.97 | 0.87 | 0.94 | 0.95 | 0.93 | 0.91 | 0.94 | 0.97 | 0.96 | 0.94 | 0.96 | 0.92 | 0.7 | 0.69 | 0.82 | 0.9 | 0.0 |
| Yield(%) | N/A | 0.0 | 27.9 | 13.6 | 16.2 | 12.7 | 14.4 | 12.4 | N/A | 30.0 | 0.7 | 7.7 | 21.2 | 8.0 | 10.5 | 12.7 | 14.2 | 0.7 | 11.1 | 19.5 | 11.8 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 7.9 | 3.6 | 2.5 | 0.0 | 0.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 5816.6 | 0.8 | 83.1 | 198.9 | N/A | N/A | N/A | 5816.6 | -94.4 | -62.7 | 227.5 | -2.7 | -29.4 | -0.2 | 2116.8 | -94.7 | -47.4 | 87.3 | 2856.5 | N/A | N/A | N/A | N/A | -100.0 | 125.4 | 52.4 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2002
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 GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) (97%)
- GAM (General American Investors Closed Fund) (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) (22%)
Latest Articles Related to GCGAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
