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GGOAX: GOLDMAN SACHS GROWTH OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info 12.02 0.14(1.18%) May 09
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (63%) |
Start Date: | 06/18/1999 |
Last Dividend Date: | 12/13/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.41% |
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Performance Analytics (As of 05/09/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/18/1999 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 2.3 | 18.2 | -0.5 | 9.8 | 9.6 | 12.3 | 9.6 | 10.6 | 19.0 | -26.5 | 11.2 | 44.3 | 34.6 | -5.4 | 26.7 | 1.1 | -5.6 | 10.9 | 31.8 | 19.1 | -4.1 | 18.6 | 57.6 | -40.3 | 19.5 | 6.1 | 4.7 | 16.3 | 32.4 | -27.2 | 4.9 | 25.9 | 51.1 |
Sharpe Ratio | NA | -0.09 | 0.89 | -0.17 | 0.29 | 0.4 | NA | NA | 0.42 | 0.87 | -0.83 | 0.58 | 1.26 | 2.31 | -0.36 | 3.21 | 0.06 | -0.36 | 0.79 | 2.48 | 1.24 | -0.15 | 0.95 | 1.95 | -0.94 | 0.97 | 0.2 | 0.19 | 1.15 | 1.77 | -0.94 | 0.1 | 0.87 | 6.26 |
Draw Down(%) | NA | 7.6 | 18.6 | 39.2 | 39.2 | 39.2 | NA | NA | 55.0 | 18.6 | 35.6 | 12.9 | 34.0 | 6.4 | 21.5 | 2.6 | 15.8 | 14.0 | 8.6 | 6.5 | 10.5 | 26.3 | 15.5 | 22.0 | 54.5 | 11.3 | 15.9 | 8.2 | 11.8 | 13.3 | 40.4 | 29.9 | 13.0 | 7.7 |
Standard Deviation(%) | NA | 15.4 | 15.7 | 23.7 | 25.4 | 20.8 | NA | NA | 22.2 | 17.2 | 33.5 | 19.5 | 34.8 | 14.4 | 18.5 | 8.2 | 15.7 | 15.6 | 13.8 | 12.8 | 15.5 | 27.5 | 19.5 | 29.5 | 43.9 | 17.1 | 14.3 | 13.4 | 13.4 | 17.9 | 30.0 | 25.2 | 25.0 | 17.8 |
Treynor Ratio | NA | -0.02 | 0.14 | -0.04 | 0.08 | 0.08 | NA | NA | 0.1 | 0.15 | -0.3 | 0.11 | 0.45 | 0.33 | -0.07 | 0.28 | 0.01 | -0.06 | 0.11 | 0.34 | 0.21 | -0.04 | 0.21 | 0.59 | -0.45 | 0.17 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.02 | -0.02 | 0.01 | -0.03 | 0.03 | 0.0 | 0.0 | 0.02 | -0.02 | -0.02 | -0.01 | 0.01 | 0.01 | 0.0 | -0.02 | 0.04 | 0.03 | 0.01 | -0.01 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.92 | 0.99 | 0.94 | 0.97 | 0.97 | NA | NA | 0.95 | 0.99 | 0.93 | 1.03 | 0.97 | 1.01 | 1.0 | 0.93 | 0.97 | 0.97 | 0.98 | 0.94 | 0.94 | 0.96 | 0.87 | 0.98 | 0.92 | 0.97 | 0.99 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.75 | 0.88 | 0.83 | 0.9 | 0.91 | NA | NA | 0.69 | 0.95 | 0.79 | 0.92 | 0.99 | 0.96 | 0.97 | 0.88 | 0.96 | 0.95 | 0.95 | 0.95 | 0.96 | 0.98 | 0.96 | 0.97 | 0.96 | 0.94 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 8.6 | 15.2 | 12.1 | 17.4 | 12.2 | N/A | 0.0 | 6.8 | 19.7 | 28.5 | 35.4 | 27.7 | 22.5 | 2.7 | 11.3 | 22.3 | 9.3 | 7.9 | 6.0 | 1.1 | 0.0 | 4.7 | 15.6 | 5.4 | 5.2 | 0.3 | 0.0 | 0.0 | 0.0 | 4.0 | 2.4 |
Dividend Growth(%) | N/A | N/A | -100.0 | -72.4 | -34.0 | 171.6 | N/A | N/A | N/A | -100.0 | -68.2 | -22.5 | -19.5 | -14.5 | 27.5 | 738.2 | -80.4 | -54.4 | 181.3 | 32.7 | 18.7 | 531.8 | N/A | -100.0 | -69.2 | 188.9 | 4.5 | 1766.7 | N/A | N/A | N/A | -100.0 | 145.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/18/1999
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