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GSMCX: Goldman Sachs Mid Cap Value Instl (MUTUAL FUND)
Basic Info 40.08 0.72(1.83%) March 05
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 12/16/2020 |
| 12-Mo. Yield | 0.65% |
| Expenses | 0.76% |
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Performance Analytics (As of 03/05/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.0 | 7.4 | 30.2 | 11.7 | 12.7 | 9.7 | 8.1 | 10.6 | 8.8 | 32.0 | -10.5 | 11.1 | 13.3 | -9.1 | 13.7 | 33.0 | 18.5 | -6.3 | 24.9 | 33.2 | -36.5 | 3.3 | 16.1 | 12.9 | 17.5 | 28.0 | -4.7 | 12.2 | 30.9 | -0.2 | -5.4 | 36.0 | 21.4 | 1.6 |
| SR | NA | 2.46 | 0.77 | 0.42 | 0.57 | 0.48 | NA | 0.47 | 0.22 | 2.7 | -0.8 | 1.2 | 0.89 | -0.59 | 1.12 | 2.62 | 1.31 | -0.23 | 1.11 | 1.1 | -0.94 | 0.02 | 1.18 | 0.7 | 1.24 | 1.98 | -0.28 | 0.63 | 1.67 | -0.28 | -0.51 | 2.51 | 1.98 | NA |
| DD(%) | NA | 6.0 | 34.5 | 42.6 | 42.6 | 42.6 | NA | 55.2 | 42.6 | 5.2 | 19.4 | 4.3 | 14.1 | 15.2 | 10.4 | 6.1 | 10.7 | 25.6 | 17.9 | 25.1 | 50.6 | 14.4 | 9.3 | 7.3 | 7.3 | 12.3 | 23.8 | 15.2 | 13.1 | 21.3 | 32.4 | 8.3 | 10.2 | NA |
| SD(%) | NA | 21.0 | 39.1 | 25.3 | 20.9 | 19.4 | NA | 19.3 | 39.3 | 11.3 | 14.7 | 8.8 | 14.6 | 15.6 | 12.2 | 12.6 | 14.2 | 27.8 | 22.3 | 30.1 | 39.5 | 17.1 | 10.9 | 15.3 | 13.3 | 13.8 | 20.7 | 16.1 | 16.0 | 12.6 | 17.1 | 12.9 | 9.0 | NA |
| TR | NA | 0.48 | 0.31 | 0.11 | 0.12 | 0.09 | NA | 0.1 | 0.09 | 0.34 | -0.12 | 0.1 | 0.14 | -0.09 | 0.13 | 0.33 | 0.19 | -0.06 | 0.24 | 0.4 | -0.42 | 0.0 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Alpha(%) | NA | -0.08 | 0.01 | 0.01 | 0.01 | 0.0 | NA | 0.02 | 0.02 | 0.02 | 0.01 | -0.02 | 0.0 | -0.03 | 0.0 | -0.01 | 0.01 | -0.02 | 0.01 | 0.01 | -0.02 | 0.03 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 1.07 | 0.97 | 0.96 | 0.96 | 0.99 | NA | 0.94 | 0.97 | 0.89 | 0.96 | 1.01 | 0.94 | 1.01 | 1.04 | 1.01 | 1.0 | 1.05 | 1.03 | 0.83 | 0.88 | 1.01 | 0.92 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.9 | 0.98 | 0.97 | 0.97 | 0.97 | NA | 0.72 | 0.98 | 0.94 | 0.97 | 0.87 | 0.96 | 0.97 | 0.96 | 0.96 | 0.97 | 0.99 | 0.98 | 0.97 | 0.96 | 0.96 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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