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GSRLX: GOLDMAN SACHS RISING DIVIDEND GROWTH FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 13.29 0(0.0%) May 21
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (6%) |
Start Date: | 03/21/2007 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 9.14% |
Expenses | 0.68% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/21/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 8.7 | 23.4 | 10.4 | 13.7 | 10.2 | 12.6 | 9.5 | 17.9 | -6.7 | 31.9 | 8.9 | 26.0 | -6.2 | 18.6 | 6.0 | -5.5 | 12.6 | 29.0 | 9.4 | 3.9 | 19.2 | 27.3 | -25.8 | 5.3 |
Sharpe Ratio | NA | 1.73 | 1.73 | 0.45 | 0.55 | 0.51 | NA | 0.47 | 1.05 | -0.36 | 2.36 | 0.24 | 1.99 | -0.48 | 2.36 | 0.41 | -0.38 | 1.13 | 2.77 | 0.88 | 0.21 | 1.41 | 1.25 | -0.77 | 0.3 |
Draw Down(%) | NA | 5.8 | 10.2 | 17.4 | 39.0 | 39.0 | NA | 43.0 | 10.2 | 17.4 | 5.2 | 39.0 | 6.4 | 19.4 | 3.8 | 11.9 | 14.4 | 8.3 | 6.2 | 8.2 | 14.8 | 9.8 | 22.1 | 39.9 | 8.1 |
Standard Deviation(%) | NA | 11.1 | 11.5 | 16.5 | 21.5 | 17.8 | NA | 18.3 | 13.1 | 22.4 | 13.5 | 36.2 | 12.4 | 15.8 | 7.6 | 14.4 | 14.5 | 11.1 | 10.4 | 10.7 | 17.8 | 13.5 | 21.8 | 34.7 | 13.3 |
Treynor Ratio | NA | 0.44 | 0.43 | 0.15 | 0.19 | 0.14 | NA | 0.12 | 0.26 | -0.15 | 0.9 | 0.1 | 0.48 | -0.11 | 0.29 | 0.07 | -0.07 | 0.17 | 0.36 | 0.14 | 0.06 | 0.29 | 0.32 | -0.3 | 0.06 |
Alpha | NA | 0.02 | 0.02 | 0.02 | 0.01 | 0.0 | NA | 0.0 | -0.02 | 0.07 | 0.09 | -0.12 | 0.01 | -0.03 | 0.0 | 0.03 | -0.05 | 0.01 | 0.0 | -0.01 | 0.01 | 0.04 | 0.0 | 0.05 | 0.0 |
Beta | NA | 0.43 | 0.47 | 0.51 | 0.63 | 0.64 | NA | 0.7 | 0.54 | 0.53 | 0.35 | 0.87 | 0.51 | 0.68 | 0.61 | 0.83 | 0.79 | 0.73 | 0.81 | 0.67 | 0.65 | 0.67 | 0.84 | 0.89 | 0.71 |
RSquared | NA | 0.52 | 0.52 | 0.66 | 0.64 | 0.66 | NA | 0.75 | 0.6 | 0.78 | 0.31 | 0.75 | 0.57 | 0.81 | 0.48 | 0.72 | 0.78 | 0.81 | 0.88 | 0.82 | 0.92 | 0.9 | 0.9 | 0.91 | 0.83 |
Yield(%) | N/A | 0.5 | 9.1 | 10.3 | 10.5 | 10.5 | 15.2 | N/A | 9.8 | 11.7 | 13.3 | 4.6 | 13.2 | 46.1 | 21.1 | 3.6 | 1.2 | 1.0 | 1.4 | 1.7 | 1.9 | 2.3 | 2.7 | 2.4 | 0.0 |
Dividend Growth(%) | N/A | -94.6 | -36.6 | -62.1 | -60.2 | N/A | N/A | N/A | -31.3 | 5.2 | 198.1 | -60.9 | -85.9 | 111.4 | 512.3 | 170.4 | 35.0 | -9.1 | -8.3 | -11.1 | -3.6 | 3.7 | -15.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/21/2007
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