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GGORX: GOLDMAN SACHS GROWTH OPPORTUNITIES FUND CLASS R (MUTUAL FUND)
Basic Info 10.79 0.1(0.94%) June 30
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 12/06/2007 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 19.10% |
| Expenses | 1.41% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/06/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.8 | 9.7 | 26.9 | 17.0 | 11.1 | 10.2 | 12.3 | 8.8 | 1.3 | 18.4 | -34.5 | -11.9 | 11.0 | 34.2 | -5.6 | 26.3 | 1.0 | -5.9 | 10.6 | 31.5 | 18.8 | -4.3 | 18.4 | 57.2 | -40.3 | -13.2 |
| Sharpe Ratio | NA | 0.51 | 0.9 | 0.62 | 0.39 | 0.41 | NA | 0.34 | -0.22 | 0.85 | -1.05 | -0.38 | 0.25 | 2.29 | -0.38 | 3.15 | 0.05 | -0.38 | 0.77 | 2.46 | 1.22 | -0.16 | 0.94 | 1.93 | -0.94 | -1.73 |
| Draw Down(%) | NA | 24.9 | 26.4 | 26.4 | 39.3 | 39.3 | NA | 58.9 | 23.2 | 18.5 | 35.6 | 28.7 | 34.0 | 6.4 | 21.6 | 2.7 | 15.8 | 14.1 | 8.7 | 6.5 | 10.6 | 26.4 | 15.4 | 22.0 | 54.5 | 15.9 |
| Standard Deviation(%) | NA | 30.3 | 24.9 | 21.7 | 23.0 | 21.7 | NA | 23.2 | 23.9 | 16.9 | 34.3 | 31.7 | 43.3 | 14.3 | 18.2 | 8.2 | 15.7 | 15.6 | 13.8 | 12.8 | 15.4 | 27.5 | 19.5 | 29.6 | 43.8 | 52.8 |
| Treynor Ratio | NA | 0.14 | 0.21 | 0.13 | 0.09 | 0.09 | NA | 0.08 | -0.05 | 0.15 | -0.36 | -0.1 | 0.11 | 0.32 | -0.07 | 0.28 | 0.01 | -0.06 | 0.11 | 0.33 | 0.2 | -0.05 | 0.21 | 0.58 | -0.45 | -1.65 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | NA | 0.0 | -0.05 | -0.01 | -0.03 | -0.12 | -0.06 | 0.0 | 0.0 | 0.02 | -0.02 | -0.02 | -0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.04 | 0.02 | -0.82 |
| Beta | NA | 1.1 | 1.09 | 1.02 | 1.03 | 1.0 | NA | 0.97 | 1.08 | 0.98 | 1.0 | 1.16 | 0.97 | 1.01 | 0.98 | 0.93 | 0.97 | 0.97 | 0.98 | 0.94 | 0.94 | 0.96 | 0.87 | 0.98 | 0.92 | 0.55 |
| RSquared | NA | 0.94 | 0.94 | 0.95 | 0.96 | 0.97 | NA | 0.95 | 0.51 | 0.95 | 0.89 | 0.51 | 0.69 | 0.96 | 0.95 | 0.88 | 0.96 | 0.95 | 0.95 | 0.95 | 0.96 | 0.98 | 0.96 | 0.98 | 0.96 | 0.05 |
| Yield(%) | N/A | 0.0 | 19.2 | 11.5 | 14.4 | 11.8 | 14.7 | N/A | 20.1 | 0.0 | 8.1 | 22.4 | 31.4 | 37.9 | 29.0 | 23.3 | 2.8 | 11.6 | 22.7 | 9.4 | 8.0 | 6.0 | 1.2 | 0.0 | 4.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -76.1 | -46.5 | N/A | N/A | N/A | N/A | -100.0 | -68.2 | -22.5 | -19.5 | -14.6 | 27.6 | 733.6 | -80.3 | -54.3 | 181.3 | 32.8 | 18.5 | 500.0 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/06/2007
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