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GCMTX: GOLDMAN SACHS MID CAP VALUE FUND CLASS IR (MUTUAL FUND)
Basic Info 37.68 0(0.0%) June 05
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 12/06/2007 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 14.89% |
| Expenses | 0.82% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.1 | 15.1 | 27.1 | 16.6 | 3.3 | 8.0 | 8.1 | 6.1 | 9.7 | 12.0 | 11.9 | -20.9 | 11.0 | 8.7 | 31.9 | -10.7 | 11.0 | 13.1 | -9.2 | 13.5 | 32.7 | 18.3 | -6.4 | 24.7 | 33.0 | -36.6 | -12.7 |
| Sharpe Ratio | NA | 1.66 | 1.44 | 0.8 | 0.01 | 0.29 | NA | 0.23 | 0.37 | 0.63 | 0.52 | -0.84 | 0.47 | 0.21 | 2.68 | -0.82 | 1.17 | 0.88 | -0.59 | 1.1 | 2.6 | 1.3 | -0.23 | 1.1 | 1.09 | -0.95 | -1.74 |
| Draw Down(%) | NA | 9.1 | 9.1 | 21.4 | 36.7 | 42.6 | NA | 57.4 | 19.3 | 8.4 | 14.9 | 22.8 | 19.0 | 42.6 | 5.2 | 19.5 | 4.3 | 14.1 | 15.3 | 10.4 | 6.1 | 10.7 | 25.7 | 18.0 | 25.1 | 50.6 | 16.1 |
| Standard Deviation(%) | NA | 16.3 | 14.2 | 15.8 | 20.0 | 20.5 | NA | 22.1 | 18.5 | 13.4 | 15.8 | 26.5 | 23.3 | 39.5 | 11.4 | 14.7 | 8.8 | 14.6 | 15.6 | 12.2 | 12.5 | 14.2 | 27.7 | 22.3 | 30.1 | 39.5 | 52.0 |
| Treynor Ratio | NA | 0.22 | 0.18 | 0.12 | 0.0 | 0.06 | NA | 0.05 | 0.06 | 0.08 | 0.08 | -0.21 | 0.11 | 0.09 | 0.34 | -0.13 | 0.1 | 0.14 | -0.09 | 0.13 | 0.32 | 0.18 | -0.06 | 0.24 | 0.4 | -0.42 | -0.96 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | -0.01 | -0.01 | -0.01 | 0.01 | -0.05 | -0.05 | 0.02 | 0.02 | 0.01 | -0.02 | 0.0 | -0.03 | 0.0 | -0.02 | 0.01 | -0.02 | 0.01 | 0.01 | -0.02 | -0.57 |
| Beta | NA | 1.26 | 1.16 | 1.1 | 1.07 | 1.0 | NA | 0.95 | 1.1 | 1.08 | 1.04 | 1.06 | 1.02 | 0.96 | 0.89 | 0.96 | 1.01 | 0.94 | 1.01 | 1.04 | 1.01 | 1.0 | 1.05 | 1.03 | 0.83 | 0.88 | 0.94 |
| RSquared | NA | 0.86 | 0.88 | 0.92 | 0.76 | 0.87 | NA | 0.9 | 0.94 | 0.91 | 0.96 | 0.77 | 0.49 | 0.98 | 0.94 | 0.97 | 0.87 | 0.95 | 0.97 | 0.96 | 0.96 | 0.97 | 0.99 | 0.98 | 0.97 | 0.96 | 0.14 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 14.8 | 8.2 | 5.4 | 0.7 | 0.6 | 0.6 | 4.4 | 14.2 | 15.2 | 1.6 | 11.2 | 20.4 | 18.9 | 1.3 | 0.8 | 0.8 | 1.7 | 1.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 88.6 | 59.8 | 522.1 | 30.3 | -3.7 | -81.0 | -77.0 | -10.0 | 1001.8 | -89.0 | -48.5 | 18.0 | 1608.0 | 48.1 | 19.0 | -34.2 | 1.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/03/2007
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