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GCMAX: GOLDMAN SACHS MID CAP VALUE FUND CLASS A (MUTUAL FUND)
Basic Info 39.39 0(0.0%) June 05
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 08/27/1997 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 14.15% |
| Expenses | 1.18% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 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 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.1 | 15.0 | 26.7 | 16.3 | 9.1 | 10.8 | 10.0 | 8.6 | 9.1 | 9.4 | 11.1 | 12.2 | -10.6 | 30.3 | 8.4 | 31.6 | -10.9 | 10.7 | 12.9 | -9.4 | 13.2 | 32.3 | 18.0 | -6.6 | 24.4 | 32.7 | -36.7 | 2.9 | 15.6 | 13.0 | 25.5 | 27.5 | -5.0 | 11.9 | 30.8 | -0.7 | -5.9 | 0.9 |
| Sharpe Ratio | NA | 1.64 | 1.45 | 0.78 | 0.33 | 0.45 | NA | NA | 0.39 | 0.35 | 0.54 | 0.54 | -0.5 | 1.93 | 0.21 | 2.65 | -0.84 | 1.14 | 0.86 | -0.61 | 1.08 | 2.57 | 1.27 | -0.24 | 1.09 | 1.08 | -0.95 | -0.01 | 1.12 | 0.7 | 2.14 | 1.94 | -0.3 | 0.6 | 1.65 | -0.32 | -0.54 | -0.06 |
| Draw Down(%) | NA | 9.2 | 9.2 | 21.4 | 21.4 | 42.6 | NA | NA | 55.6 | 19.4 | 8.3 | 15.0 | 20.2 | 6.8 | 42.6 | 5.2 | 19.5 | 4.4 | 14.2 | 15.3 | 10.4 | 6.1 | 10.7 | 25.8 | 18.0 | 25.2 | 50.7 | 14.6 | 9.4 | 7.3 | 7.3 | 12.3 | 23.9 | 15.3 | 13.1 | 21.5 | 32.5 | 8.6 |
| Standard Deviation(%) | NA | 16.3 | 14.1 | 16.0 | 17.8 | 19.4 | NA | NA | 19.4 | 18.3 | 14.0 | 15.8 | 24.2 | 15.7 | 39.3 | 11.4 | 14.7 | 8.8 | 14.7 | 15.6 | 12.2 | 12.6 | 14.2 | 27.7 | 22.2 | 30.1 | 39.5 | 17.1 | 10.9 | 15.3 | 11.4 | 13.8 | 20.7 | 16.1 | 16.1 | 12.5 | 17.1 | 16.6 |
| Treynor Ratio | NA | 0.21 | 0.18 | 0.12 | 0.06 | 0.09 | NA | NA | 0.08 | 0.06 | 0.07 | 0.08 | -0.11 | 0.31 | 0.09 | 0.34 | -0.13 | 0.1 | 0.13 | -0.09 | 0.13 | 0.32 | 0.18 | -0.06 | 0.24 | 0.39 | -0.43 | 0.0 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 | 0.02 | 0.01 | -0.02 | 0.0 | -0.03 | 0.0 | -0.02 | 0.01 | -0.02 | 0.01 | 0.0 | -0.03 | 0.03 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.26 | 1.15 | 1.08 | 1.06 | 0.97 | NA | NA | 0.94 | 1.08 | 1.01 | 1.04 | 1.08 | 0.97 | 0.91 | 0.89 | 0.96 | 1.02 | 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 |
| RSquared | NA | 0.86 | 0.87 | 0.87 | 0.9 | 0.9 | NA | NA | 0.75 | 0.92 | 0.73 | 0.95 | 0.94 | 0.9 | 0.89 | 0.94 | 0.97 | 0.87 | 0.95 | 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 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 14.0 | 7.6 | 5.0 | 10.9 | 19.1 | 0.4 | 3.9 | 13.7 | 14.8 | 1.1 | 10.8 | 19.7 | 18.3 | 1.0 | 0.5 | 0.5 | 1.2 | 0.8 | 11.4 | 5.2 | 7.7 | 8.6 | 0.7 | 2.6 | 3.6 | 0.0 | 9.7 | 4.5 | 12.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 92.5 | 62.8 | -64.1 | -35.8 | 5038.5 | -87.1 | -78.4 | -10.8 | 1354.8 | -91.6 | -48.3 | 17.4 | 2080.4 | 100.0 | 24.4 | -51.8 | -3.8 | -93.4 | 138.2 | -26.9 | 3.1 | 1324.4 | -72.8 | -20.9 | N/A | -100.0 | 93.3 | -66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/15/1997
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