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GGSIX: GOLDMAN SACHS GROWTH STRATEGY PORTFOLIO INSTITUTIONAL (MUTUAL FUND)
Basic Info 19.73 0.09(0.46%) May 16
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 01/26/1998 |
| Last Dividend Date: | 12/28/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.99% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/26/1998 |
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 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.2 | 4.0 | 1.8 | 7.2 | 9.2 | 6.3 | 7.4 | 6.0 | 5.5 | 6.3 | 17.8 | -18.2 | 14.9 | 12.1 | 22.8 | -10.7 | 21.5 | 6.4 | 0.7 | 2.8 | 18.8 | 14.9 | -5.7 | 11.9 | 29.1 | -39.2 | 5.0 | 17.6 | 11.0 | 18.1 | 31.2 | -13.3 | -10.6 | -8.3 | 21.7 | 3.6 |
| Sharpe Ratio | NA | 0.39 | -0.28 | 0.2 | 0.47 | 0.32 | NA | NA | 0.26 | -0.03 | 1.38 | -1.09 | 1.33 | 0.45 | 2.32 | -0.98 | 3.3 | 0.53 | 0.05 | 0.3 | 1.86 | 1.35 | -0.29 | 0.67 | 1.21 | -1.14 | 0.14 | 1.54 | 1.04 | 1.63 | 2.7 | -0.97 | -0.89 | -0.92 | 1.77 | 0.04 |
| Draw Down(%) | NA | 14.8 | 20.0 | 20.0 | 24.2 | 30.4 | NA | NA | 55.0 | 10.5 | 9.1 | 23.4 | 5.6 | 30.4 | 5.3 | 18.7 | 1.8 | 9.7 | 11.0 | 8.4 | 8.7 | 10.4 | 20.5 | 14.4 | 23.6 | 49.9 | 10.8 | 10.1 | 6.2 | 8.2 | 10.1 | 23.6 | 24.2 | 13.5 | 6.1 | 22.5 |
| Standard Deviation(%) | NA | 20.6 | 16.3 | 14.2 | 14.1 | 14.3 | NA | NA | 15.4 | 12.0 | 9.9 | 17.9 | 11.2 | 26.5 | 9.2 | 12.3 | 6.4 | 11.7 | 11.5 | 9.3 | 10.1 | 11.1 | 19.8 | 17.6 | 24.1 | 35.1 | 14.7 | 9.4 | 8.6 | 10.5 | 11.3 | 14.8 | 14.7 | 13.5 | 10.4 | 13.4 |
| Treynor Ratio | NA | 0.06 | -0.04 | 0.03 | 0.07 | 0.04 | NA | NA | 0.03 | 0.0 | 0.13 | -0.2 | 0.15 | 0.16 | 0.2 | -0.12 | 0.15 | 0.05 | 0.0 | 0.02 | 0.14 | 0.12 | -0.04 | 0.07 | 0.17 | -0.24 | 0.01 | 0.13 | 0.08 | 0.14 | 0.28 | -0.15 | -0.13 | -0.08 | 0.17 | 0.01 |
| Alpha | NA | -0.03 | 0.01 | 0.02 | 0.03 | 0.02 | NA | NA | -0.01 | 0.02 | 0.02 | -0.01 | 0.03 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.02 | -0.03 | -0.07 | 0.0 | -0.01 | 0.0 | -0.02 | -0.02 | -0.05 | -0.07 | -0.02 | 0.02 |
| Beta | NA | 1.38 | 1.11 | 1.04 | 0.98 | 1.09 | NA | NA | 1.24 | 0.89 | 1.09 | 0.96 | 1.02 | 0.72 | 1.09 | 1.01 | 1.39 | 1.3 | 1.38 | 1.26 | 1.3 | 1.3 | 1.3 | 1.58 | 1.67 | 1.65 | 1.68 | 1.14 | 1.12 | 1.19 | 1.08 | 0.94 | 0.97 | 1.46 | 1.06 | 0.92 |
| RSquared | NA | 0.91 | 0.69 | 0.75 | 0.73 | 0.73 | NA | NA | 0.77 | 0.57 | 0.85 | 0.67 | 0.68 | 0.24 | 0.48 | 0.48 | 0.73 | 0.88 | 0.94 | 0.84 | 0.93 | 0.96 | 0.93 | 0.95 | 0.92 | 0.92 | 0.85 | 0.81 | 0.65 | 0.72 | 0.75 | 0.76 | 0.57 | 0.56 | 0.45 | 0.55 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.8 | 2.9 | 3.0 | 3.8 | 3.7 | N/A | 0.0 | 2.0 | 3.2 | 5.2 | 1.7 | 4.8 | 2.6 | 3.3 | 1.4 | 2.0 | 2.6 | 2.1 | 3.0 | 2.6 | 2.9 | 3.5 | 6.0 | 6.3 | 5.2 | 1.5 | 1.7 | 2.1 | 1.7 | 3.8 | 2.8 | 2.7 | 1.8 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -49.3 | 9.3 | -7.3 | N/A | N/A | N/A | -100.0 | -50.6 | -31.8 | 237.5 | -58.4 | 58.0 | -5.7 | 143.9 | -30.0 | -24.0 | 43.2 | -21.6 | 4.9 | -3.0 | 6.1 | -67.8 | -6.2 | 33.4 | 300.0 | 1.8 | -0.6 | 8.9 | -61.5 | 17.9 | 23.1 | 52.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/1998
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