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GCMAX: Goldman Sachs Mid Cap Value A (MUTUAL FUND)
Basic Info 31.06 0.42(1.37%) March 20
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 08/28/1997 |
| Last Dividend Date: | 12/16/2022 |
| 12-Mo. Yield | 0.29% |
| Expenses | 1.16% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | -4.2 | 4.1 | 30.5 | 10.5 | 9.5 | 8.7 | 9.0 | 2.5 | 10.9 | 8.4 | 31.5 | -10.8 | 10.7 | 12.8 | -9.5 | 13.2 | 32.4 | 18.0 | -6.6 | 24.4 | 32.7 | -36.7 | 2.9 | 15.6 | 12.4 | 25.4 | 27.5 | -5.1 | 11.8 | 30.8 | -0.6 | -5.9 | 0.9 |
| SR | NA | -1.56 | 0.0 | 0.98 | 0.37 | 0.44 | NA | 0.38 | 0.04 | 0.48 | 0.21 | 2.65 | -0.83 | 1.14 | 0.86 | -0.61 | 1.08 | 2.58 | 1.27 | -0.24 | 1.09 | 1.08 | -0.95 | -0.01 | 1.13 | 0.68 | 2.14 | 1.94 | -0.3 | 0.6 | 1.66 | -0.3 | -0.54 | -0.05 |
| DD(%) | NA | 12.6 | 18.4 | 20.2 | 42.6 | 42.6 | NA | 55.5 | 20.2 | 18.9 | 42.6 | 5.2 | 19.5 | 4.4 | 14.2 | 15.3 | 10.4 | 6.1 | 10.7 | 25.8 | 18.0 | 25.2 | 50.7 | 14.6 | 9.4 | 7.3 | 7.3 | 12.3 | 23.9 | 15.3 | 13.1 | 21.4 | 32.5 | 8.5 |
| SD(%) | NA | 19.4 | 27.4 | 25.6 | 24.3 | 19.5 | NA | 20.0 | 27.9 | 22.8 | 39.4 | 11.4 | 14.7 | 8.8 | 14.7 | 15.6 | 12.2 | 12.6 | 14.2 | 27.7 | 22.2 | 30.1 | 39.5 | 17.1 | 10.9 | 15.1 | 11.4 | 13.8 | 20.7 | 16.1 | 16.1 | 12.5 | 17.1 | 16.6 |
| TR | NA | -0.29 | 0.0 | 0.26 | 0.09 | 0.09 | NA | 0.08 | 0.01 | 0.11 | 0.08 | 0.34 | -0.13 | 0.1 | 0.13 | -0.09 | 0.13 | 0.32 | 0.18 | -0.06 | 0.24 | 0.39 | -0.43 | 0.0 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.0 | 0.06 | 0.03 | 0.02 | 0.0 | NA | 0.02 | 0.04 | -0.05 | 0.02 | 0.02 | 0.01 | -0.02 | 0.0 | -0.03 | 0.0 | -0.02 | 0.01 | -0.02 | 0.01 | 0.0 | -0.03 | 0.03 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 1.05 | 1.0 | 0.96 | 0.97 | 0.97 | NA | 0.94 | 0.99 | 0.97 | 0.97 | 0.89 | 0.96 | 1.02 | 0.94 | 1.01 | 1.04 | 1.01 | 1.0 | 1.05 | 1.03 | 0.83 | 0.88 | 1.01 | 0.92 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.97 | 0.6 | 0.8 | 0.86 | 0.88 | NA | 0.73 | 0.57 | 0.47 | 0.98 | 0.94 | 0.97 | 0.87 | 0.95 | 0.97 | 0.96 | 0.96 | 0.97 | 0.99 | 0.98 | 0.97 | 0.96 | 0.96 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/28/1997
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