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GGSBX: Goldman Sachs Growth Strat B (MUTUAL FUND)
Basic Info
| Asset Class: | World Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/27/1998 |
| Last Dividend Date: | 12/30/2013 |
| 12-Mo. Yield | 0.53% |
| Expenses | 2.09% |
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Performance Analytics (As of 12/30/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/27/1998 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.8 | 11.0 | 7.0 | 3.7 | 2.7 | 3.7 | 2.5 | 17.4 | 13.7 | -6.8 | 10.6 | 27.6 | -39.8 | 3.8 | 16.2 | 9.8 | 16.7 | 29.9 | -14.1 | -11.7 | -9.4 | 20.2 | 2.2 |
| Sharpe Ratio | NA | 0.32 | 1.1 | 0.5 | 0.15 | NA | 0.13 | 0.3 | 1.71 | 1.24 | -0.36 | 0.6 | 1.14 | -1.16 | 0.05 | 1.39 | 0.89 | 1.49 | 2.59 | -1.05 | -1.02 | -1.0 | 1.63 | -0.05 |
| Draw Down(%) | NA | 8.8 | 10.5 | 20.9 | 55.7 | NA | 55.7 | 8.8 | 8.9 | 10.5 | 20.9 | 14.6 | 23.7 | 50.3 | 11.0 | 10.2 | 6.4 | 8.4 | 10.3 | 24.0 | 24.8 | 14.2 | 6.4 | 22.8 |
| Standard Deviation(%) | NA | 8.6 | 10.0 | 13.9 | 17.9 | NA | 16.2 | 8.5 | 10.2 | 11.1 | 19.0 | 17.5 | 24.1 | 35.0 | 14.8 | 9.3 | 8.5 | 10.6 | 11.3 | 14.5 | 14.0 | 13.5 | 10.4 | 18.8 |
| Treynor Ratio | NA | 0.07 | 0.12 | 0.06 | 0.02 | NA | 0.02 | 0.06 | 0.14 | 0.11 | -0.06 | 0.07 | 0.16 | -0.25 | 0.0 | 0.12 | 0.07 | 0.13 | 0.27 | -0.16 | -0.15 | -0.09 | 0.16 | -0.01 |
| Alpha | NA | 0.02 | 0.02 | 0.0 | -0.02 | NA | -0.02 | 0.02 | 0.0 | 0.0 | -0.01 | -0.01 | -0.03 | -0.04 | -0.08 | 0.0 | -0.01 | 0.0 | -0.03 | -0.03 | -0.05 | -0.08 | -0.03 | 0.01 |
| Beta | NA | 0.41 | 0.89 | 1.12 | 1.39 | NA | 1.27 | 0.4 | 1.26 | 1.29 | 1.12 | 1.53 | 1.67 | 1.64 | 1.68 | 1.13 | 1.11 | 1.2 | 1.1 | 0.93 | 0.96 | 1.46 | 1.05 | 0.89 |
| RSquared | NA | 0.23 | 0.6 | 0.74 | 0.82 | NA | 0.73 | 0.23 | 0.87 | 0.95 | 0.79 | 0.92 | 0.93 | 0.92 | 0.85 | 0.81 | 0.64 | 0.72 | 0.78 | 0.79 | 0.61 | 0.56 | 0.44 | 0.26 |
| Yield(%) | N/A | 0.5 | 0.8 | 1.1 | 2.3 | 1.9 | N/A | 0.0 | 0.6 | 1.5 | 1.3 | 1.6 | 2.2 | 5.0 | 5.3 | 4.2 | 0.3 | 0.4 | 0.8 | 0.5 | 2.7 | 1.7 | 1.4 | 1.1 |
| Dividend Growth(%) | N/A | N/A | -52.9 | -76.4 | N/A | N/A | N/A | -100.0 | -55.5 | 8.4 | -12.3 | -4.1 | -76.1 | -7.8 | 39.4 | 1248.8 | 2.5 | -40.3 | 42.6 | -83.5 | 37.2 | 46.8 | 23.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/1998
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
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