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GSTIX: GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 12.09 0.05(0.41%) May 22
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (88%) |
Start Date: | 06/17/1999 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 5.20% |
Expenses | 1.03% |
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Performance Analytics (As of 05/20/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/18/1999 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 10.5 | 31.2 | 8.0 | 16.1 | 14.5 | 15.2 | 10.7 | 7.6 | 42.5 | -32.6 | 22.6 | 41.6 | 35.7 | -1.2 | 30.9 | 1.7 | 3.5 | 13.6 | 32.5 | 20.0 | -2.7 | 11.0 | 44.0 | -40.1 | 11.6 | 8.4 | 1.9 | 6.5 | 24.3 | -27.2 | -15.7 | -7.0 | 18.3 |
Sharpe Ratio | NA | 1.54 | 1.81 | 0.27 | 0.58 | 0.65 | NA | NA | 0.31 | 2.35 | -1.08 | 1.27 | 1.15 | 2.37 | -0.12 | 3.95 | 0.11 | 0.22 | 1.08 | 2.74 | 1.45 | -0.11 | 0.66 | 1.73 | -0.99 | 0.53 | 0.45 | -0.03 | 0.47 | 1.27 | -1.03 | -0.81 | -0.52 | 2.01 |
Draw Down(%) | NA | 6.7 | 11.2 | 37.4 | 37.4 | 37.4 | NA | NA | 56.0 | 11.2 | 36.1 | 10.7 | 31.4 | 7.7 | 22.5 | 3.1 | 12.9 | 12.3 | 6.9 | 7.2 | 10.6 | 18.8 | 14.2 | 19.0 | 51.0 | 9.0 | 10.7 | 9.6 | 9.7 | 14.6 | 35.9 | 32.4 | 15.4 | 8.9 |
Standard Deviation(%) | NA | 16.3 | 15.6 | 22.6 | 24.9 | 20.5 | NA | NA | 20.7 | 16.4 | 31.7 | 17.8 | 35.8 | 14.5 | 20.3 | 7.7 | 13.7 | 15.9 | 12.6 | 11.9 | 13.9 | 23.6 | 16.4 | 25.4 | 41.3 | 16.1 | 11.4 | 10.3 | 11.8 | 18.6 | 27.6 | 22.5 | 21.6 | 16.4 |
Treynor Ratio | NA | 0.34 | 0.35 | 0.08 | 0.17 | 0.15 | NA | NA | 0.08 | 0.45 | -0.43 | 0.29 | 0.42 | 0.52 | -0.03 | 0.36 | 0.02 | 0.04 | 0.15 | 0.34 | 0.22 | -0.03 | 0.13 | 0.43 | -0.38 | 0.09 | 0.06 | 0.0 | 0.07 | 0.25 | -0.35 | -0.31 | -0.2 | 0.46 |
Alpha | NA | 0.01 | 0.01 | 0.02 | 0.01 | 0.0 | NA | NA | 0.01 | 0.01 | 0.0 | 0.04 | -0.04 | 0.02 | -0.01 | 0.01 | 0.01 | -0.02 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.03 | 0.01 | 0.01 | 0.02 | -0.03 | 0.0 | 0.0 | 0.02 | 0.01 | 0.01 | 0.05 |
Beta | NA | 0.73 | 0.8 | 0.8 | 0.86 | 0.87 | NA | NA | 0.84 | 0.85 | 0.8 | 0.77 | 0.98 | 0.66 | 0.96 | 0.84 | 0.91 | 0.97 | 0.9 | 0.96 | 0.94 | 0.88 | 0.84 | 1.01 | 1.09 | 0.95 | 0.82 | 0.8 | 0.75 | 0.94 | 0.82 | 0.59 | 0.55 | 0.71 |
RSquared | NA | 0.68 | 0.84 | 0.86 | 0.9 | 0.9 | NA | NA | 0.88 | 0.95 | 0.86 | 0.86 | 0.97 | 0.7 | 0.98 | 0.89 | 0.96 | 0.97 | 0.96 | 0.94 | 0.96 | 0.97 | 0.97 | 0.95 | 0.97 | 0.94 | 0.86 | 0.83 | 0.86 | 0.95 | 0.88 | 0.86 | 0.79 | 0.77 |
Yield(%) | N/A | 0.0 | 5.1 | 7.9 | 12.7 | 13.0 | 17.6 | 12.0 | N/A | 6.2 | 7.4 | 12.7 | 17.7 | 18.7 | 33.4 | 25.0 | 3.7 | 5.9 | 16.5 | 16.4 | 9.4 | 0.6 | 0.7 | 0.5 | 0.0 | 0.0 | 0.0 | 0.1 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -49.2 | -61.1 | -40.4 | 449.4 | N/A | N/A | N/A | -49.2 | -35.2 | -14.8 | 11.4 | -63.0 | 41.4 | 584.5 | -40.0 | -65.1 | 12.3 | 93.7 | 1523.3 | -11.8 | 100.0 | N/A | N/A | N/A | -100.0 | -84.5 | N/A | N/A | -100.0 | 100.0 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/18/1999
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