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GLCCX: GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS FUND CLASS C (MUTUAL FUND)
Basic Info 20.83 0.02(0.10%) May 17
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (26%) |
Start Date: | 08/28/1997 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 11.36% |
Expenses | 1.17% |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/28/1997 |
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 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 14.2 | 35.2 | 9.1 | 15.0 | 13.2 | 14.9 | 9.4 | 7.0 | 36.2 | -30.5 | 28.1 | 30.7 | 28.2 | -5.6 | 28.3 | 6.6 | 2.3 | 16.5 | 34.9 | 14.1 | 2.8 | 12.6 | 29.6 | -41.5 | 1.3 | 7.0 | 4.7 | 9.3 | 29.7 | -27.6 | -21.9 | -23.1 | 35.4 | 29.4 | 4.1 |
Sharpe Ratio | NA | 2.29 | 2.04 | 0.31 | 0.55 | 0.6 | NA | NA | 0.26 | 1.99 | -1.05 | 1.64 | 0.84 | 1.85 | -0.37 | 3.49 | 0.47 | 0.14 | 1.3 | 3.01 | 1.08 | 0.12 | 0.7 | 1.19 | -1.08 | -0.1 | 0.33 | 0.23 | 0.65 | 1.64 | -1.08 | -0.81 | -0.82 | 1.54 | 1.17 | 0.39 |
Draw Down(%) | NA | 6.7 | 10.8 | 33.2 | 33.2 | 33.2 | NA | NA | 69.4 | 10.8 | 32.8 | 9.3 | 33.0 | 9.1 | 23.2 | 2.3 | 12.4 | 11.4 | 8.7 | 6.7 | 11.2 | 18.8 | 17.2 | 21.7 | 51.5 | 11.7 | 9.3 | 8.7 | 11.0 | 12.3 | 35.4 | 41.1 | 32.1 | 10.7 | 26.6 | 10.3 |
Standard Deviation(%) | NA | 16.6 | 15.4 | 21.9 | 24.6 | 20.1 | NA | NA | 21.4 | 16.2 | 30.4 | 17.1 | 36.2 | 14.5 | 18.8 | 8.0 | 13.7 | 15.9 | 12.8 | 11.6 | 13.2 | 23.2 | 17.9 | 24.7 | 39.1 | 16.3 | 11.4 | 11.0 | 12.8 | 17.7 | 26.6 | 30.5 | 33.1 | 20.9 | 22.4 | 23.3 |
Treynor Ratio | NA | 0.49 | 0.39 | 0.09 | 0.16 | 0.15 | NA | NA | 0.06 | 0.38 | -0.44 | 0.39 | 0.3 | 0.4 | -0.09 | 0.33 | 0.07 | 0.02 | 0.18 | 0.37 | 0.16 | 0.03 | 0.14 | 0.3 | -0.41 | -0.02 | 0.05 | 0.03 | 0.1 | 0.32 | -0.37 | -0.29 | -0.29 | 0.35 | 0.3 | 0.11 |
Alpha | NA | 0.04 | 0.02 | 0.02 | 0.01 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.06 | -0.08 | 0.0 | -0.03 | 0.01 | 0.03 | -0.02 | 0.02 | 0.01 | -0.01 | 0.01 | 0.01 | -0.01 | -0.02 | -0.03 | 0.02 | -0.02 | 0.01 | 0.02 | 0.01 | 0.03 | -0.02 | 0.06 | 0.01 | 0.01 |
Beta | NA | 0.78 | 0.8 | 0.75 | 0.83 | 0.83 | NA | NA | 0.88 | 0.84 | 0.72 | 0.71 | 1.0 | 0.67 | 0.81 | 0.84 | 0.9 | 0.97 | 0.9 | 0.93 | 0.87 | 0.86 | 0.91 | 0.98 | 1.03 | 0.96 | 0.82 | 0.86 | 0.84 | 0.9 | 0.79 | 0.85 | 0.94 | 0.93 | 0.86 | 0.86 |
RSquared | NA | 0.75 | 0.86 | 0.79 | 0.86 | 0.85 | NA | NA | 0.91 | 0.95 | 0.77 | 0.79 | 0.97 | 0.71 | 0.81 | 0.82 | 0.95 | 0.96 | 0.93 | 0.94 | 0.93 | 0.96 | 0.96 | 0.96 | 0.97 | 0.94 | 0.88 | 0.84 | 0.9 | 0.96 | 0.88 | 0.96 | 0.96 | 0.9 | 0.86 | 0.88 |
Yield(%) | N/A | 0.0 | 11.4 | 20.1 | 19.8 | 16.7 | 25.0 | 14.4 | N/A | 13.2 | 15.2 | 46.7 | 13.2 | 4.9 | 9.2 | 5.8 | 0.0 | 0.2 | 0.3 | 0.4 | 0.7 | 0.4 | 1.0 | 0.6 | 0.0 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 5.2 | 0.6 | 0.0 | 3.4 |
Dividend Growth(%) | N/A | -100.0 | -52.3 | 187.1 | 574.8 | 6914.2 | N/A | N/A | N/A | -52.3 | -73.5 | 303.7 | 239.3 | -55.6 | 95.3 | N/A | -100.0 | -20.0 | 0.0 | -37.5 | 60.0 | -50.0 | 100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | -96.3 | 1088.9 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/28/1997
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