Find A Portfolio/Ticker
Comparison Box
GITIX: GOLDMAN SACHS TECHNOLOGY OPPORTUNITIES FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 32.48 0.02(0.06%) May 17
Asset Class: | Technology |
MyPlanIQ Rating: | (62%) |
Start Date: | 10/20/1999 |
Last Dividend Date: | 12/13/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.17% |
Sign up to get fund ranking change alerts |
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 | 12.7 | 44.9 | 9.0 | 16.7 | 17.7 | 17.4 | 13.9 | 9.3 | 58.7 | -39.2 | 22.2 | 45.9 | 38.5 | 2.6 | 38.5 | 6.6 | 8.1 | 10.4 | 29.1 | 21.0 | -12.9 | 24.7 | 69.9 | -45.3 | 27.9 | 13.1 | 2.4 | 13.1 | 46.3 | -39.1 | -33.3 | -36.9 | 88.9 |
Sharpe Ratio | NA | 1.27 | 2.12 | 0.19 | 0.5 | 0.68 | NA | NA | 0.3 | 2.65 | -1.06 | 0.8 | 1.26 | 2.15 | 0.06 | 3.46 | 0.35 | 0.47 | 0.63 | 2.18 | 1.27 | -0.46 | 1.18 | 2.45 | -1.07 | 1.33 | 0.6 | 0.02 | 0.76 | 1.86 | -0.98 | -0.78 | -0.88 | 98.23 |
Draw Down(%) | NA | 7.8 | 12.1 | 48.6 | 48.6 | 48.6 | NA | NA | 83.0 | 12.1 | 41.6 | 16.3 | 27.5 | 9.4 | 22.7 | 5.3 | 19.6 | 12.2 | 12.0 | 6.8 | 13.7 | 26.0 | 14.2 | 16.7 | 54.0 | 9.5 | 19.1 | 11.9 | 13.4 | 16.5 | 55.0 | 57.2 | 49.4 | 2.8 |
Standard Deviation(%) | NA | 20.7 | 19.5 | 29.5 | 29.4 | 24.2 | NA | NA | 27.2 | 20.8 | 38.2 | 27.9 | 36.0 | 17.3 | 23.4 | 11.0 | 18.3 | 17.3 | 16.6 | 13.3 | 16.6 | 28.0 | 20.8 | 28.5 | 43.0 | 18.8 | 16.5 | 12.4 | 15.9 | 24.6 | 41.0 | 46.1 | 46.5 | 24.1 |
Treynor Ratio | NA | 0.31 | 0.43 | 0.06 | 0.16 | 0.18 | NA | NA | 0.08 | 0.52 | -0.41 | 0.3 | 0.51 | 0.4 | 0.01 | 0.4 | 0.06 | 0.09 | 0.09 | 0.3 | 0.22 | -0.12 | 0.25 | 0.7 | -0.45 | 0.25 | 0.1 | 0.0 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.04 | 0.04 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.01 | -0.06 | 0.01 | 0.01 | -0.02 | 0.0 | 0.01 | -0.03 | 0.01 | -0.03 | 0.0 | 0.03 | -0.05 | 0.04 | 0.02 | -0.01 | 0.04 | 0.02 | 0.0 | 0.06 | NA | NA | NA | NA | NA |
Beta | NA | 0.86 | 0.95 | 0.94 | 0.92 | 0.93 | NA | NA | 0.96 | 1.05 | 0.99 | 0.73 | 0.88 | 0.92 | 0.96 | 0.95 | 1.05 | 0.93 | 1.1 | 0.97 | 0.96 | 1.08 | 0.99 | 0.99 | 1.01 | 0.99 | 0.97 | 0.83 | 0.74 | NA | NA | NA | NA | NA |
RSquared | NA | 0.7 | 0.81 | 0.62 | 0.76 | 0.8 | NA | NA | 0.53 | 0.91 | 0.77 | 0.28 | 0.98 | 0.93 | 0.94 | 0.92 | 0.92 | 0.92 | 0.87 | 0.84 | 0.9 | 0.94 | 0.92 | 0.95 | 0.93 | 0.88 | 0.85 | 0.79 | 0.77 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 8.9 | 12.2 | 14.7 | 20.9 | 19.9 | N/A | 0.0 | 11.2 | 15.9 | 10.4 | 17.7 | 20.2 | 9.0 | 4.9 | 8.3 | 8.0 | 1.6 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Technology Asset Class Trend Rankings |
Top Rated Funds in Technology
Best Mutual Funds
- PGTMX (Putnam Global Technology Fund M Shs) (84%)
- FSCSX (SOFTWARE AND IT SERVICES PORTFOLIO SOFTWARE AND IT SERVICES PORTFOLIO) 0.04% (77%)
- FBSOX (IT SERVICES PORTFOLIO IT SERVICES PORTFOLIO) 0.03% (76%)
- FDCPX (COMPUTERS PORTFOLIO COMPUTERS PORTFOLIO) 0.14% (75%)
- FSPTX (TECHNOLOGY PORTFOLIO TECHNOLOGY PORTFOLIO) 0.36% (74%)
- FATIX (FIDELITY ADVISOR TECHNOLOGY FUND CLASS I) 0.36% (73%)
- SGTSX (COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND COLUMBIA SELIGMAN GLOBAL TECHNOLOGY FUND - CLASS K) (72%)
- FDMIX (FIDELITY ADVISOR COMMUNICATIONS EQUIPMENT FUND CLASS I) (71%)
- FSDCX (COMMUNICATIONS EQUIPMENT PORTFOLIO COMMUNICATIONS EQUIPMENT PORTFOLIO) (71%)
- FSELX (SEMICONDUCTORS PORTFOLIO SEMICONDUCTORS PORTFOLIO) 0.90% (71%)
Best ETFs
- XLK (Technology Select Sector SPDR® Fund) 0.22% (95%)
- SMH (VanEck Semiconductor ETF) 0.84% (93%)
- XSD (SPDR® S&P Semiconductor ETF) 0.06% (93%)
- FDN (First Trust Dow Jones Internet Index Fund) 0.18% (93%)
- PNQI (Invesco NASDAQ Internet ETF) 0.47% (92%)
- FXL (First Trust Technology AlphaDEX® Fund) 0.41% (90%)
- IGM (iShares Expanded Tech Sector ETF) 0.10% (88%)
- IGN (iShares North American Tech-Multimedia Networking ETF) (88%)
- IGV (iShares Expanded Tech-Software Sector ETF) 0.57% (88%)
- IXN (iShares Global Tech ETF) 0.41% (87%)
Best Closed End Funds
- QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund) 0.21% (98%)
- STK (Columbia Seligman Premium Technology Growth Closed Fund) 0.06% (23%)