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GITAX: GOLDMAN SACHS TECHNOLOGY OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info 25.38 0.01(0.04%) May 17
Asset Class: | Technology |
MyPlanIQ Rating: | (48%) |
Start Date: | 10/21/1999 |
Last Dividend Date: | 12/13/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.93% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/21/1999 |
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(%) | 2.9 | 12.6 | 44.5 | 8.7 | 16.4 | 17.3 | 17.0 | 13.5 | 8.9 | 58.2 | -38.8 | 20.9 | 45.6 | 38.0 | 2.2 | 38.0 | 6.1 | 7.7 | 10.0 | 28.6 | 20.5 | -13.2 | 24.3 | 69.3 | -45.5 | 27.4 | 12.7 | 1.9 | 12.6 | 45.6 | -39.3 | -33.5 | -37.2 | 86.0 |
Sharpe Ratio | NA | 1.2 | 2.07 | 0.19 | 0.51 | 0.68 | NA | NA | 0.28 | 2.62 | -1.08 | 1.05 | 1.25 | 2.12 | 0.04 | 3.42 | 0.32 | 0.44 | 0.6 | 2.13 | 1.24 | -0.47 | 1.16 | 2.42 | -1.08 | 1.3 | 0.58 | -0.02 | 0.73 | 1.82 | -0.98 | -0.79 | -0.89 | 95.54 |
Draw Down(%) | NA | 7.8 | 12.2 | 43.6 | 43.6 | 43.6 | NA | NA | 83.2 | 12.2 | 41.3 | 11.1 | 27.6 | 9.4 | 22.8 | 5.3 | 19.6 | 12.2 | 12.0 | 6.8 | 13.8 | 26.1 | 14.3 | 16.9 | 54.2 | 9.5 | 19.2 | 12.1 | 13.6 | 16.7 | 55.1 | 57.2 | 49.6 | 2.8 |
Standard Deviation(%) | NA | 20.7 | 19.5 | 27.1 | 27.9 | 23.3 | NA | NA | 26.9 | 20.8 | 37.5 | 20.0 | 36.0 | 17.2 | 23.5 | 11.0 | 18.3 | 17.3 | 16.6 | 13.4 | 16.6 | 28.0 | 20.9 | 28.6 | 43.0 | 18.8 | 16.5 | 12.5 | 15.9 | 24.6 | 41.1 | 46.1 | 46.5 | 24.4 |
Treynor Ratio | NA | 0.29 | 0.42 | 0.05 | 0.15 | 0.17 | NA | NA | 0.08 | 0.52 | -0.4 | 0.22 | 0.51 | 0.4 | 0.01 | 0.4 | 0.06 | 0.08 | 0.09 | 0.29 | 0.22 | -0.12 | 0.24 | 0.69 | -0.46 | 0.25 | 0.1 | 0.0 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.04 | 0.03 | -0.02 | -0.01 | -0.01 | NA | NA | 0.0 | 0.01 | -0.05 | -0.02 | 0.01 | -0.02 | 0.0 | 0.01 | -0.03 | 0.01 | -0.03 | 0.0 | 0.02 | -0.06 | 0.04 | 0.02 | -0.01 | 0.04 | 0.01 | 0.0 | 0.06 | NA | NA | NA | NA | NA |
Beta | NA | 0.86 | 0.95 | 1.0 | 0.95 | 0.95 | NA | NA | 0.97 | 1.05 | 1.02 | 0.93 | 0.88 | 0.92 | 0.97 | 0.94 | 1.05 | 0.93 | 1.1 | 0.97 | 0.95 | 1.08 | 0.99 | 1.0 | 1.02 | 0.99 | 0.97 | 0.83 | 0.74 | NA | NA | NA | NA | NA |
RSquared | NA | 0.69 | 0.81 | 0.85 | 0.9 | 0.9 | NA | NA | 0.56 | 0.91 | 0.85 | 0.87 | 0.98 | 0.93 | 0.93 | 0.92 | 0.91 | 0.92 | 0.88 | 0.83 | 0.89 | 0.94 | 0.92 | 0.95 | 0.93 | 0.87 | 0.85 | 0.78 | 0.77 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 10.5 | 13.8 | 15.6 | 21.7 | 20.3 | N/A | 0.0 | 13.6 | 18.7 | 12.1 | 20.1 | 22.2 | 9.8 | 5.3 | 8.9 | 8.5 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -18.7 | 45.1 | 11101.7 | N/A | N/A | N/A | -100.0 | -24.7 | 100.0 | -28.6 | -26.7 | 187.5 | 93.4 | -42.4 | 7.5 | 512.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/21/1999
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