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GCSSX: GOLDMAN SACHS SMALL CAP EQUITY INSIGHTS FUND SERVICE (MUTUAL FUND)
Basic Info 22.31 0(0.0%) May 02
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 08/28/1997 |
| Last Dividend Date: | 12/18/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.97% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/28/1997 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | -11.5 | -10.9 | 1.3 | 3.1 | 2.2 | 5.5 | 4.5 | 4.8 | 4.7 | 19.1 | -20.4 | -8.7 | 6.4 | 24.8 | -9.3 | 11.3 | 21.9 | -1.8 | 6.3 | 34.3 | 12.4 | -1.4 | 30.1 | 27.4 | -35.2 | -15.5 | 12.4 | 8.2 | 9.5 | 45.4 | -16.2 | 2.8 | 2.3 | 16.7 | -6.1 | 5.5 |
| Sharpe Ratio | NA | -1.12 | -0.61 | -0.13 | 0.02 | 0.02 | NA | NA | 0.13 | -0.08 | 0.78 | -0.8 | -0.23 | 0.14 | 1.47 | -0.62 | 0.84 | 1.19 | -0.11 | 0.39 | 2.34 | 0.74 | -0.04 | 1.15 | 0.73 | -0.78 | -0.87 | 0.53 | 0.32 | 0.47 | 2.2 | -0.71 | 0.02 | -0.06 | 0.93 | -0.44 | 0.79 |
| Draw Down(%) | NA | 24.5 | 35.8 | 35.8 | 49.0 | 49.0 | NA | NA | 64.1 | 19.2 | 16.6 | 27.4 | 33.9 | 44.8 | 9.5 | 26.6 | 6.3 | 14.5 | 14.5 | 12.7 | 5.8 | 13.3 | 27.3 | 21.1 | 33.6 | 50.6 | 23.1 | 15.1 | 10.9 | 14.2 | 13.5 | 34.2 | 25.2 | 22.9 | 12.0 | 40.1 | 8.7 |
| Standard Deviation(%) | NA | 29.9 | 28.1 | 24.7 | 28.2 | 25.8 | NA | NA | 25.1 | 24.9 | 19.4 | 27.4 | 38.2 | 43.7 | 15.9 | 17.2 | 12.8 | 18.3 | 16.5 | 16.1 | 14.7 | 16.8 | 33.5 | 26.0 | 37.5 | 46.2 | 21.4 | 17.3 | 19.1 | 18.3 | 20.3 | 24.2 | 22.8 | 29.8 | 14.5 | 21.3 | 17.3 |
| Treynor Ratio | NA | -0.34 | -0.16 | -0.03 | 0.0 | 0.0 | NA | NA | 0.03 | -0.02 | 0.15 | -0.22 | -0.07 | 0.06 | 0.22 | -0.12 | 0.09 | 0.2 | -0.02 | 0.06 | 0.33 | 0.12 | -0.01 | 0.28 | 0.26 | -0.35 | -0.17 | 0.08 | 0.06 | 0.08 | 0.43 | -0.19 | 0.01 | -0.02 | 0.19 | -0.11 | 0.19 |
| Alpha | NA | -0.05 | -0.05 | -0.01 | -0.03 | -0.02 | NA | NA | -0.01 | -0.04 | 0.0 | -0.01 | -0.1 | -0.04 | -0.01 | 0.0 | -0.03 | 0.01 | 0.01 | -0.01 | -0.02 | -0.02 | 0.01 | 0.0 | -0.03 | 0.01 | -0.07 | -0.02 | 0.01 | -0.04 | 0.0 | 0.01 | 0.0 | 0.02 | 0.03 | 0.01 | 0.07 |
| Beta | NA | 0.97 | 1.09 | 1.04 | 1.08 | 1.06 | NA | NA | 1.02 | 1.23 | 1.02 | 1.0 | 1.24 | 1.06 | 1.06 | 0.9 | 1.21 | 1.07 | 1.05 | 1.1 | 1.05 | 1.01 | 1.05 | 1.08 | 1.04 | 1.03 | 1.11 | 1.11 | 1.04 | 1.08 | 1.04 | 0.92 | 0.93 | 0.98 | 0.72 | 0.88 | 0.74 |
| RSquared | NA | 0.96 | 0.78 | 0.88 | 0.75 | 0.83 | NA | NA | 0.89 | 0.73 | 0.97 | 0.98 | 0.44 | 0.98 | 0.95 | 0.78 | 0.93 | 0.96 | 0.95 | 0.94 | 0.96 | 0.94 | 0.98 | 0.98 | 0.99 | 0.99 | 0.91 | 0.97 | 0.62 | 0.89 | 0.82 | 0.9 | 0.91 | 0.97 | 0.67 | 0.81 | 0.76 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.3 | 0.2 | 0.9 | 1.2 | 1.9 | N/A | 0.0 | 0.4 | 0.3 | 0.0 | 0.2 | 0.1 | 5.6 | 0.0 | 0.2 | 0.0 | 0.0 | 1.0 | 0.3 | 0.9 | 0.5 | 0.8 | 0.0 | 4.7 | 6.2 | 8.6 | 0.0 | 7.7 | 0.0 | 4.1 | 10.4 | 0.0 | 0.1 | 0.4 |
| Dividend Growth(%) | N/A | N/A | -100.0 | 147.0 | -86.1 | -45.0 | N/A | N/A | N/A | -100.0 | 17.3 | N/A | -100.0 | 53.8 | -98.1 | N/A | -100.0 | N/A | N/A | -100.0 | 288.2 | -67.9 | 103.8 | -14.8 | N/A | -100.0 | -20.9 | -26.0 | N/A | -100.0 | N/A | -100.0 | -64.8 | N/A | -100.0 | -82.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/28/1997
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