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GISIX: Goldman Sachs Intl Small Cap Instl (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Small/Mid Blend |
MyPlanIQ Rating: | (79%) |
Start Date: | 05/18/1998 |
Last Dividend Date: | 02/21/2024 |
12-Mo. Yield | 2.35% |
Expenses | 1.76% |
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Performance Analytics (As of 02/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/18/1998 |
2023 | 2022 | 2021 | 2020 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | -1.8 | 1.8 | -4.0 | -14.4 | -8.6 | 1.1 | -0.6 | 0.6 | 4.0 | -12.8 | -2.0 | -47.4 | 4.9 | -4.2 | 27.1 | 22.3 | -14.2 | 26.6 | 39.7 | -49.4 | 0.0 | 19.5 | 20.7 | 32.2 | 52.5 | -20.8 | -23.4 | -11.1 | 43.3 | 3.3 |
Sharpe Ratio | NA | -2.29 | -0.28 | -0.92 | -0.47 | -0.34 | NA | NA | -0.03 | -0.03 | -1.89 | -0.8 | -0.17 | 0.35 | -0.39 | 2.37 | 1.4 | -0.55 | 1.33 | 1.6 | -1.37 | -0.18 | 1.1 | 1.95 | 2.25 | 4.8 | -1.58 | -1.53 | -0.88 | 3.23 | 0.13 |
Draw Down(%) | NA | 2.5 | 8.8 | 18.5 | 57.5 | 64.2 | NA | NA | 65.5 | 8.8 | 16.3 | 2.6 | 47.9 | 12.7 | 14.4 | 9.7 | 14.2 | 26.0 | 16.6 | 22.6 | 58.4 | 15.9 | 20.3 | 9.2 | 11.7 | 10.9 | 33.8 | 34.9 | 29.6 | 6.1 | 23.5 |
Standard Deviation(%) | NA | 6.6 | 7.7 | 6.6 | 33.6 | 28.3 | NA | NA | 21.6 | 7.8 | 7.5 | 2.6 | 78.4 | 13.6 | 10.8 | 11.4 | 16.0 | 25.7 | 19.9 | 24.7 | 36.5 | 16.9 | 14.8 | 9.5 | 13.9 | 10.8 | 13.8 | 17.1 | 17.2 | 12.4 | 15.9 |
Treynor Ratio | NA | -0.46 | -0.15 | -0.66 | 0.44 | 1.4 | NA | NA | -0.01 | -0.02 | -1.42 | 0.51 | 0.1 | 0.05 | -0.05 | 0.31 | 0.24 | -0.15 | 0.28 | 0.41 | -0.45 | -0.03 | 0.16 | 0.2 | 0.31 | 0.59 | -0.21 | -0.29 | -0.12 | 0.46 | 0.02 |
Alpha | NA | -0.05 | -0.01 | -0.03 | -0.05 | -0.05 | NA | NA | -0.02 | -0.01 | -0.06 | -0.01 | 0.04 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.03 | 0.01 | -0.03 | -0.01 | -0.03 | 0.0 | -0.01 | -0.01 | -0.11 | -0.09 | -0.02 | 0.08 | 0.08 |
Beta | NA | 0.32 | 0.14 | 0.09 | -0.35 | -0.07 | NA | NA | 0.71 | 0.15 | 0.1 | -0.04 | -1.34 | 0.93 | 0.83 | 0.87 | 0.93 | 0.97 | 0.95 | 0.96 | 1.11 | 0.98 | 1.04 | 0.92 | 1.02 | 0.88 | 1.03 | 0.9 | 1.23 | 0.87 | 0.89 |
RSquared | NA | 0.34 | 0.06 | 0.05 | 0.06 | 0.0 | NA | NA | 0.38 | 0.07 | 0.08 | 0.05 | 0.3 | 0.92 | 0.92 | 0.9 | 0.93 | 0.98 | 0.95 | 0.94 | 0.91 | 0.8 | 0.88 | 0.83 | 0.85 | 0.61 | 0.6 | 0.4 | 0.45 | 0.41 | 0.63 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/18/1998
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