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GLCGX: GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS FUND CLASS A (MUTUAL FUND)
Basic Info 32.1 0(0.0%) July 11
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (26%) |
Start Date: | 12/18/1997 |
Last Dividend Date: | 12/12/2024 |
12-Mo. Yield | 12.21% |
Expenses | 1.17% |
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Performance Analytics (As of 07/11/2025)
Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 4.0 | 11.7 | 22.3 | 15.1 | 14.7 | 15.9 | 10.8 | 8.2 | 35.8 | 37.1 | -29.9 | 28.6 | 31.7 | 29.1 | -4.9 | 29.2 | 7.4 | 3.1 | 17.4 | 35.9 | 14.9 | 3.6 | 13.5 | 30.6 | -41.1 | 2.3 | 7.8 | 5.5 | 10.1 | 30.6 | -27.0 | -21.3 | -22.6 | 36.3 | 30.4 | -0.9 |
Sharpe Ratio | NA | 0.16 | 0.33 | 0.88 | 0.58 | 0.62 | NA | NA | 0.31 | 1.82 | 2.08 | -1.04 | 1.68 | 0.87 | 1.9 | -0.34 | 3.59 | 0.52 | 0.19 | 1.36 | 3.09 | 1.13 | 0.15 | 0.75 | 1.23 | -1.07 | -0.05 | 0.38 | 0.29 | 0.72 | 1.69 | -1.07 | -0.79 | -0.81 | 1.58 | 1.21 | -0.85 |
Draw Down(%) | NA | 24.5 | 25.2 | 25.2 | 32.8 | 33.0 | NA | NA | 67.3 | 12.9 | 10.6 | 32.2 | 9.3 | 33.0 | 9.0 | 23.0 | 2.2 | 12.3 | 11.3 | 8.7 | 6.7 | 11.2 | 18.7 | 17.1 | 21.5 | 51.2 | 11.7 | 9.1 | 8.5 | 10.6 | 12.3 | 35.1 | 40.8 | 32.0 | 10.6 | 26.5 | 5.5 |
Standard Deviation(%) | NA | 30.1 | 25.7 | 21.6 | 22.3 | 21.3 | NA | NA | 21.5 | 17.7 | 16.2 | 30.2 | 17.0 | 36.1 | 14.6 | 18.8 | 8.0 | 13.7 | 15.9 | 12.7 | 11.6 | 13.2 | 23.2 | 17.9 | 24.7 | 39.2 | 16.3 | 11.4 | 11.1 | 12.7 | 17.7 | 26.5 | 30.4 | 33.1 | 20.9 | 22.2 | 34.0 |
Treynor Ratio | NA | 0.05 | 0.09 | 0.21 | 0.16 | 0.16 | NA | NA | 0.08 | 0.36 | 0.4 | -0.39 | 0.39 | 0.33 | 0.41 | -0.08 | 0.34 | 0.08 | 0.03 | 0.19 | 0.38 | 0.17 | 0.04 | 0.15 | 0.31 | -0.4 | -0.01 | 0.05 | 0.04 | 0.11 | 0.33 | -0.36 | -0.28 | -0.29 | 0.35 | 0.31 | -0.31 |
Alpha | NA | -0.03 | -0.02 | 0.0 | 0.02 | 0.0 | NA | NA | 0.01 | 0.02 | 0.0 | 0.01 | 0.06 | -0.06 | 0.0 | -0.02 | 0.01 | 0.03 | -0.02 | 0.02 | 0.01 | 0.0 | 0.02 | 0.01 | -0.01 | -0.01 | -0.03 | 0.02 | -0.02 | 0.01 | 0.02 | 0.01 | 0.03 | -0.02 | 0.07 | 0.01 | 0.1 |
Beta | NA | 0.96 | 0.95 | 0.89 | 0.84 | 0.85 | NA | NA | 0.89 | 0.88 | 0.84 | 0.8 | 0.74 | 0.95 | 0.67 | 0.81 | 0.84 | 0.91 | 0.97 | 0.9 | 0.93 | 0.88 | 0.86 | 0.92 | 0.98 | 1.04 | 0.96 | 0.82 | 0.86 | 0.83 | 0.9 | 0.78 | 0.85 | 0.94 | 0.93 | 0.86 | 0.94 |
RSquared | NA | 0.98 | 0.98 | 0.96 | 0.94 | 0.9 | NA | NA | 0.92 | 0.93 | 0.96 | 0.96 | 0.87 | 0.89 | 0.7 | 0.81 | 0.81 | 0.95 | 0.96 | 0.93 | 0.94 | 0.93 | 0.96 | 0.97 | 0.96 | 0.97 | 0.94 | 0.88 | 0.84 | 0.91 | 0.96 | 0.88 | 0.96 | 0.96 | 0.9 | 0.87 | 0.96 |
Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 15.6 | 9.8 | 11.9 | 40.2 | 11.6 | 4.7 | 8.6 | 5.6 | 0.5 | 0.6 | 0.8 | 1.0 | 1.2 | 1.1 | 1.5 | 1.3 | 0.6 | 0.9 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 5.2 | 0.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 102.5 | -52.5 | -73.4 | 303.3 | 211.5 | -53.1 | 91.0 | 1128.8 | -15.9 | -12.6 | 8.6 | -10.3 | 13.1 | -18.9 | 49.6 | 39.5 | -39.6 | 1388.9 | 125.0 | N/A | N/A | N/A | -100.0 | -96.6 | 1151.7 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/1997
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