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GGRAX: GOLDMAN SACHS STRATEGIC GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 11.21 0(0.0%) July 08
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 06/18/1999 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 8.75% |
| Expenses | 0.74% |
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Performance Analytics (As of 07/07/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.1 | 16.1 | 24.6 | 15.6 | 15.0 | 15.2 | 11.3 | 7.8 | 21.6 | 33.7 | -40.9 | 6.6 | 19.9 | 35.2 | -1.7 | 30.4 | 1.3 | 3.1 | 13.1 | 32.0 | 19.5 | -3.0 | 10.5 | 43.5 | -40.3 | 11.1 | 7.8 | 1.6 | 5.8 | 23.8 | -27.5 | -16.1 | -7.5 | 17.4 |
| Sharpe Ratio | NA | 0.26 | 0.52 | 0.96 | 0.58 | 0.62 | NA | NA | 0.31 | 0.78 | 1.76 | -1.24 | 0.29 | 0.5 | 2.34 | -0.15 | 3.85 | 0.08 | 0.19 | 1.04 | 2.68 | 1.42 | -0.13 | 0.63 | 1.71 | -0.99 | 0.51 | 0.4 | -0.06 | 0.41 | 1.24 | -1.03 | -0.83 | -0.54 | 1.93 |
| Draw Down(%) | NA | 24.5 | 24.5 | 24.5 | 37.5 | 37.5 | NA | NA | 57.5 | 12.1 | 11.2 | 42.4 | 17.8 | 31.6 | 7.8 | 22.7 | 3.0 | 12.9 | 12.4 | 6.9 | 7.4 | 10.6 | 18.7 | 14.3 | 18.9 | 51.1 | 8.9 | 10.6 | 9.7 | 9.8 | 14.6 | 36.1 | 32.6 | 15.5 | 8.9 |
| Standard Deviation(%) | NA | 31.1 | 25.9 | 21.9 | 22.9 | 21.7 | NA | NA | 20.9 | 19.2 | 16.9 | 34.1 | 23.0 | 39.2 | 14.5 | 20.4 | 7.8 | 13.8 | 15.9 | 12.6 | 11.9 | 13.8 | 23.6 | 16.5 | 25.3 | 41.3 | 16.1 | 11.4 | 10.2 | 11.8 | 18.7 | 27.6 | 22.5 | 21.5 | 16.2 |
| Treynor Ratio | NA | 0.08 | 0.14 | 0.23 | 0.15 | 0.15 | NA | NA | 0.08 | 0.19 | 0.36 | -0.5 | 0.1 | 0.2 | 0.51 | -0.03 | 0.35 | 0.01 | 0.03 | 0.15 | 0.33 | 0.21 | -0.03 | 0.12 | 0.43 | -0.38 | 0.09 | 0.06 | -0.01 | 0.06 | 0.24 | -0.35 | -0.32 | -0.21 | 0.45 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | -0.01 | -0.04 | 0.03 | -0.08 | 0.02 | -0.01 | 0.01 | 0.01 | -0.02 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.02 | -0.03 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.05 |
| Beta | NA | 0.97 | 0.94 | 0.89 | 0.86 | 0.89 | NA | NA | 0.85 | 0.81 | 0.82 | 0.84 | 0.65 | 0.97 | 0.66 | 0.97 | 0.85 | 0.92 | 0.97 | 0.9 | 0.96 | 0.93 | 0.88 | 0.85 | 1.01 | 1.09 | 0.95 | 0.82 | 0.79 | 0.75 | 0.95 | 0.82 | 0.59 | 0.55 | 0.7 |
| RSquared | NA | 0.96 | 0.96 | 0.95 | 0.95 | 0.94 | NA | NA | 0.9 | 0.76 | 0.85 | 0.84 | 0.47 | 0.81 | 0.7 | 0.98 | 0.89 | 0.96 | 0.97 | 0.96 | 0.94 | 0.96 | 0.97 | 0.97 | 0.95 | 0.97 | 0.94 | 0.86 | 0.83 | 0.86 | 0.95 | 0.88 | 0.86 | 0.79 | 0.77 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.6 | 7.7 | 8.8 | 14.9 | 20.3 | 20.6 | 35.8 | 25.9 | 3.5 | 5.9 | 16.9 | 16.6 | 9.2 | 0.2 | 0.3 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 82.7 | -49.2 | -35.2 | -14.7 | 13.3 | -63.5 | 43.8 | 647.9 | -43.9 | -65.9 | 12.7 | 99.6 | 5668.8 | -48.4 | 520.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/17/1999
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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