GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX)

Basic Info 12.62 0.03(0.24%)
June 14

GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL started on 06/17/1999
GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL is classified as asset class LARGE GROWTH
GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL expense ratio is 1.03%
GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL rating is
(88%)

GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX) Dividend Info

GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX) dividend growth in the last 12 months is -49.19%

The trailing 12-month yield of GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL is 5.03%. its dividend history:

DateDividend
12/13/2023 0.4963
12/13/2022 0.9767
12/14/2021 1.5066
12/16/2020 0.002
12/14/2020 1.767
12/18/2019 0.029
12/12/2019 1.559
12/19/2018 0.0268
12/11/2018 4.2704
12/20/2017 0.07
12/11/2017 2.969
12/20/2016 0.085
12/09/2016 0.359
12/21/2015 0.05
12/10/2015 0.69
12/04/2014 2.119
12/05/2013 1.887
12/05/2012 0.974
12/07/2011 0.06
12/08/2010 0.068
12/08/2009 0.034
12/08/2005 0.009
12/09/2004 0.037
08/31/2004 0.001
08/30/2004 0.001
08/27/2004 0.002
08/26/2004 0.001
08/25/2004 0.001
08/24/2004 0.001
08/23/2004 0.001
08/19/2004 0.001
08/17/2004 0.001
08/16/2004 0.001
08/12/2004 0.001
08/11/2004 0.001
08/10/2004 0.001
08/09/2004 0.001
08/06/2004 0.002
08/05/2004 0.001
08/04/2004 0.001
08/03/2004 0.001
08/02/2004 0.001
12/31/2001 0.004
12/12/2000 0.002
12/15/1999 0.002

Dividend Growth History for GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.4963 6.23% -49.19% -
2022 $0.9767 7.35% -35.17% -49.19%
2021 $1.5066 12.66% -14.83% -42.61%
2020 $1.769 17.74% 11.40% -34.54%
2019 $1.588 18.75% -63.05% -25.23%
2018 $4.2972 33.44% 41.40% -35.06%
2017 $3.039 24.99% 584.46% -26.07%
2016 $0.444 3.68% -40.00% 1.60%
2015 $0.74 5.90% -65.08% -4.87%
2014 $2.119 16.53% 12.29% -14.89%
2013 $1.887 16.37% 93.74% -12.50%
2012 $0.974 9.43% 1,523.33% -5.95%
2011 $0.06 0.57% -11.76% 19.25%
2010 $0.068 0.70% 100.00% 16.52%
2009 $0.034 0.49% - 21.10%
2005 $0.009 0.10% -84.48% 24.95%
2004 $0.058 0.68% - 11.96%
2001 $0.004 0.04% 100.00% 24.50%
2000 $0.002 0.02% 0.00% 27.09%
1999 $0.002 0.02% - 25.83%

Dividend Growth Chart for GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX)

GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX) Historical Returns And Risk Info

From 06/18/1999 to 06/14/2024, the compound annualized total return (dividend reinvested) of GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX) is 7.816%. Its cumulative total return (dividend reinvested) is 553.988%.

From 06/18/1999 to 06/14/2024, the Maximum Drawdown of GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX) is 56.0%.

From 06/18/1999 to 06/14/2024, the Sharpe Ratio of GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX) is 0.31.

From 06/18/1999 to 06/14/2024, the Annualized Standard Deviation of GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX) is 20.7%.

From 06/18/1999 to 06/14/2024, the Beta of GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX) is 0.84.

Last 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(%) 3.1 15.4 28.5 8.1 16.9 14.6 15.0 10.8 7.8 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 1.62 1.7 0.24 0.59 0.64 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 15.8 15.3 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 0.35 0.33 0.07 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 0.0 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 0.74 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
RSquare NA 0.69 0.83 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 4.8 7.6 12.6 12.7 16.8 11.7 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

Return Calculator for GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX)

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GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX) Historical Return Chart

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GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/18/1999 to 06/14/2024, the worst annualized return of 3-year rolling returns for GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX) is -18.24%.
From 06/18/1999 to 06/14/2024, the worst annualized return of 5-year rolling returns for GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX) is -7%.
From 06/18/1999 to 06/14/2024, the worst annualized return of 10-year rolling returns for GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX) is -3.34%.
From 06/18/1999 to 06/14/2024, the worst annualized return of 20-year rolling returns for GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (GSTIX) is 4.57%.

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