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GSRLX: GOLDMAN SACHS RISING DIVIDEND GROWTH FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 12.4 0.08(0.65%) May 16
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (6%) |
| Start Date: | 03/21/2007 |
| Last Dividend Date: | 09/27/2024 |
| 12-Mo. Yield | 0.92% |
| Expenses | 0.68% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/21/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.6 | 1.5 | -5.2 | 2.0 | 9.1 | 5.5 | 8.5 | 7.1 | 0.9 | 11.5 | -16.1 | 21.5 | 8.6 | 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 | 0.04 | -0.55 | -0.13 | 0.34 | 0.2 | NA | 0.32 | -0.35 | 0.54 | -0.72 | 1.32 | 0.23 | 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 | 18.0 | 26.9 | 26.9 | 26.9 | 39.0 | NA | 43.0 | 15.8 | 10.2 | 17.9 | 12.4 | 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 | 24.8 | 21.0 | 19.2 | 18.9 | 19.2 | NA | 18.8 | 16.1 | 13.5 | 24.4 | 16.3 | 36.4 | 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 | 0.02 | -0.21 | -0.04 | 0.13 | 0.06 | NA | 0.09 | -0.12 | 0.14 | -0.34 | 0.73 | 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 | 0.0 | -0.06 | -0.04 | 0.01 | -0.01 | NA | 0.0 | -0.05 | -0.04 | 0.03 | 0.08 | -0.11 | 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 | 0.61 | 0.56 | 0.56 | 0.49 | 0.61 | NA | 0.68 | 0.47 | 0.52 | 0.52 | 0.3 | 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 | 0.79 | 0.56 | 0.58 | 0.48 | 0.59 | NA | 0.71 | 0.36 | 0.52 | 0.63 | 0.19 | 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 | 0.0 | 0.9 | 2.3 | 3.6 | 7.9 | 10.3 | N/A | 1.5 | 3.9 | 2.1 | 3.2 | 4.2 | 13.1 | 46.1 | 21.1 | 3.6 | 1.2 | 1.0 | 1.3 | 1.6 | 2.0 | 2.3 | 2.6 | 2.4 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -68.9 | -59.4 | -89.4 | N/A | N/A | N/A | -58.4 | 52.2 | -23.6 | -20.9 | -63.9 | -86.0 | 111.8 | 507.3 | 172.2 | 32.4 | -4.2 | -9.4 | -15.2 | 0.4 | 3.4 | -17.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/21/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
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Best ETFs
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- QQQQ (PowerShares QQQ) 0.44% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 0.57% (97%)
- FPX (First Trust US Equity Opportunities ETF) 1.17% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.74% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 0.39% (96%)
- PWB (Invesco Large Cap Growth ETF) 0.76% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 0.64% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.80% (98%)
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- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.07% (97%)
- GAM (General American Investors Closed Fund) 0.68% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.0% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 1.06% (97%)
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- HEQ (John Hancock Hedged Equity & Income Fund) 0.57% (22%)
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