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GGOIX: GOLDMAN SACHS GROWTH OPPORTUNITIES FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 19.7 0(0.0%) May 10
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (90%) |
Start Date: | 06/17/1999 |
Last Dividend Date: | 12/13/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.41% |
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Performance Analytics (As of 05/10/2024)
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(%) | 2.5 | 2.8 | 18.4 | 0.6 | 10.2 | 10.0 | 12.7 | 10.1 | 11.0 | 18.7 | -26.1 | 11.4 | 44.8 | 34.9 | -5.0 | 27.1 | 1.5 | -5.2 | 11.4 | 32.4 | 19.6 | -3.7 | 19.2 | 58.2 | -40.0 | 20.1 | 6.5 | 5.1 | 16.6 | 33.0 | -27.0 | 5.4 | 26.5 | 51.9 |
Sharpe Ratio | NA | 0.28 | 0.93 | -0.07 | 0.34 | 0.43 | NA | NA | 0.44 | 0.85 | -0.84 | 0.58 | 1.27 | 2.34 | -0.34 | 3.25 | 0.08 | -0.34 | 0.82 | 2.51 | 1.28 | -0.14 | 0.98 | 1.96 | -0.93 | 1.0 | 0.23 | 0.22 | 1.17 | 1.8 | -0.94 | 0.12 | 0.9 | 6.33 |
Draw Down(%) | NA | 7.6 | 18.4 | 39.0 | 39.0 | 39.0 | NA | NA | 54.8 | 18.4 | 35.3 | 12.9 | 34.0 | 6.4 | 21.4 | 2.6 | 15.8 | 13.9 | 8.6 | 6.5 | 10.5 | 26.2 | 15.4 | 21.9 | 54.4 | 11.3 | 15.9 | 8.2 | 11.6 | 13.3 | 40.2 | 29.8 | 12.9 | 7.7 |
Standard Deviation(%) | NA | 15.3 | 15.6 | 23.3 | 25.2 | 20.6 | NA | NA | 22.1 | 17.0 | 32.8 | 19.5 | 34.8 | 14.4 | 18.5 | 8.2 | 15.7 | 15.6 | 13.8 | 12.9 | 15.4 | 27.5 | 19.5 | 29.6 | 43.9 | 17.1 | 14.2 | 13.3 | 13.4 | 17.9 | 30.0 | 25.2 | 25.0 | 17.8 |
Treynor Ratio | NA | 0.05 | 0.15 | -0.02 | 0.09 | 0.09 | NA | NA | 0.1 | 0.15 | -0.29 | 0.11 | 0.45 | 0.33 | -0.06 | 0.29 | 0.01 | -0.05 | 0.12 | 0.34 | 0.21 | -0.04 | 0.22 | 0.59 | -0.44 | 0.18 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -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 | 0.02 | 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 | 0.96 | 0.98 | 0.98 | NA | NA | 0.95 | 0.99 | 0.96 | 1.04 | 0.98 | 1.01 | 1.0 | 0.93 | 0.97 | 0.96 | 0.98 | 0.95 | 0.94 | 0.96 | 0.87 | 0.98 | 0.92 | 0.96 | 1.0 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.75 | 0.87 | 0.89 | 0.93 | 0.94 | NA | NA | 0.7 | 0.95 | 0.88 | 0.96 | 0.99 | 0.96 | 0.97 | 0.88 | 0.96 | 0.95 | 0.95 | 0.95 | 0.96 | 0.98 | 0.96 | 0.98 | 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 | 5.9 | 12.0 | 11.0 | 16.5 | 12.0 | N/A | 0.0 | 4.4 | 13.5 | 20.9 | 28.0 | 23.4 | 19.6 | 2.4 | 10.1 | 20.4 | 8.6 | 7.4 | 5.7 | 1.1 | 0.0 | 4.5 | 15.1 | 5.2 | 5.1 | 0.0 | 0.0 | 0.0 | 0.0 | 4.0 | 2.4 |
Dividend Growth(%) | N/A | N/A | -100.0 | -72.4 | -34.0 | 172.2 | 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 | 479.2 | N/A | -100.0 | -69.2 | 188.9 | 4.5 | N/A | 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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