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GSCGX: GOLDMAN SACHS CAPITAL GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 33.08 0.43(1.32%) May 15
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (49%) |
Start Date: | 12/21/1990 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 0.53% |
Expenses | 0.79% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.4 | 10.5 | 28.5 | 9.6 | 14.5 | 13.1 | 14.6 | 9.9 | 9.4 | 26.5 | -19.8 | 24.8 | 22.8 | 32.3 | -2.8 | 31.8 | 1.9 | 2.0 | 13.7 | 31.6 | 18.6 | -1.5 | 10.8 | 48.2 | -42.9 | 9.6 | 8.2 | 2.4 | 8.8 | 23.5 | -24.9 | -15.2 | -7.7 | 27.3 | 33.9 | 35.1 | 21.4 | 6.0 | -11.3 | 7.5 | 12.7 | 28.6 | 0.2 |
Sharpe Ratio | NA | 1.8 | 1.91 | 0.32 | 0.55 | 0.65 | NA | NA | 0.4 | 1.66 | -0.82 | 1.79 | 0.65 | 2.46 | -0.23 | 4.09 | 0.12 | 0.12 | 1.07 | 2.69 | 1.35 | -0.06 | 0.62 | 1.79 | -1.04 | 0.4 | 0.43 | 0.02 | 0.69 | 1.29 | -0.98 | -0.8 | -0.55 | 1.32 | 1.41 | 1.72 | 1.68 | 0.12 | -1.12 | 0.52 | 0.81 | 1.94 | NA |
Draw Down(%) | NA | 5.2 | 10.9 | 26.4 | 34.1 | 34.1 | NA | NA | 57.3 | 10.9 | 26.4 | 5.7 | 34.1 | 6.1 | 20.1 | 2.9 | 13.6 | 13.1 | 7.0 | 6.9 | 10.3 | 19.7 | 14.9 | 21.1 | 53.1 | 9.7 | 10.9 | 9.2 | 8.5 | 13.7 | 33.9 | 31.4 | 16.4 | 11.0 | 22.9 | 10.1 | 9.9 | 17.8 | 17.7 | 6.8 | 12.3 | 7.8 | NA |
Standard Deviation(%) | NA | 12.4 | 12.1 | 18.4 | 21.9 | 18.4 | NA | NA | 18.9 | 13.6 | 25.8 | 13.8 | 34.8 | 12.6 | 17.7 | 7.7 | 14.2 | 16.1 | 12.8 | 11.8 | 13.8 | 24.5 | 17.3 | 27.0 | 41.9 | 16.5 | 11.6 | 10.0 | 11.4 | 17.8 | 26.6 | 22.2 | 21.6 | 18.3 | 21.6 | 18.2 | 10.6 | 18.5 | 12.7 | 10.5 | 12.6 | 12.8 | NA |
Treynor Ratio | NA | 0.41 | 0.39 | 0.1 | 0.17 | 0.16 | NA | NA | 0.1 | 0.34 | -0.34 | 0.45 | 0.25 | 0.55 | -0.05 | 0.39 | 0.02 | 0.02 | 0.15 | 0.33 | 0.2 | -0.02 | 0.12 | 0.45 | -0.4 | 0.07 | 0.06 | 0.0 | 0.11 | 0.25 | -0.33 | -0.3 | -0.21 | 0.3 | 0.37 | 0.36 | 0.33 | 0.06 | -0.21 | 0.08 | 0.15 | 0.36 | NA |
Alpha | NA | 0.02 | 0.01 | 0.02 | 0.01 | 0.01 | NA | NA | 0.01 | -0.01 | 0.03 | 0.06 | -0.08 | 0.02 | -0.02 | 0.02 | 0.01 | -0.02 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.03 | -0.01 | 0.0 | 0.02 | -0.03 | 0.01 | 0.0 | 0.02 | 0.02 | 0.01 | 0.05 | 0.02 | 0.05 | 0.04 | -0.02 | -0.06 | 0.03 | 0.04 | -0.01 | NA |
Beta | NA | 0.54 | 0.59 | 0.62 | 0.72 | 0.74 | NA | NA | 0.79 | 0.66 | 0.63 | 0.55 | 0.91 | 0.56 | 0.81 | 0.81 | 0.95 | 0.98 | 0.92 | 0.95 | 0.93 | 0.92 | 0.89 | 1.07 | 1.1 | 0.98 | 0.84 | 0.79 | 0.73 | 0.9 | 0.79 | 0.59 | 0.56 | 0.8 | 0.83 | 0.86 | 0.54 | 0.35 | 0.7 | 0.64 | 0.67 | 0.68 | NA |
RSquared | NA | 0.68 | 0.77 | 0.79 | 0.81 | 0.82 | NA | NA | 0.81 | 0.85 | 0.8 | 0.72 | 0.88 | 0.67 | 0.91 | 0.83 | 0.97 | 0.97 | 0.96 | 0.96 | 0.96 | 0.98 | 0.97 | 0.95 | 0.97 | 0.95 | 0.88 | 0.85 | 0.87 | 0.96 | 0.88 | 0.87 | 0.82 | 0.86 | 0.86 | 0.9 | 0.53 | 0.04 | 0.35 | 0.38 | 0.35 | 0.7 | NA |
Yield(%) | N/A | 0.0 | 0.5 | 6.1 | 6.9 | 10.2 | 14.9 | 9.3 | N/A | 0.6 | 6.4 | 12.2 | 4.4 | 5.1 | 32.2 | 10.4 | 1.5 | 8.2 | 17.0 | 25.1 | 0.1 | 0.2 | 0.0 | 0.0 | 3.7 | 1.2 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 | 7.0 | 9.4 | 4.2 | 19.6 | 12.6 | 0.9 | 0.1 | 1.0 | 0.5 | 3.0 | 2.9 |
Dividend Growth(%) | N/A | -100.0 | -93.4 | -50.4 | -58.8 | 246.3 | N/A | N/A | N/A | -93.2 | -39.5 | 222.6 | 9.3 | -89.6 | 274.7 | 632.4 | -83.4 | -53.1 | -31.4 | 21133.3 | -25.0 | N/A | N/A | -100.0 | 234.6 | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -98.4 | -13.2 | 188.2 | -75.1 | 65.8 | 1433.3 | 1100.0 | -93.3 | 114.3 | -77.4 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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