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GCSAX: GOLDMAN SACHS SMALL CAP EQUITY INSIGHTS FUND CLASS A (MUTUAL FUND)
Basic Info 31.38 0(0.0%) June 08
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 08/28/1997 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 12.04% |
| Expenses | 0.97% |
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Performance Analytics (As of 06/08/2026)
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(%) | -2.5 | 16.1 | 38.1 | 21.6 | 2.7 | 8.2 | 8.7 | 6.5 | 6.8 | 15.3 | 16.7 | 21.1 | -20.3 | -8.0 | 6.6 | 24.9 | -9.2 | 11.4 | 22.0 | -1.8 | 6.5 | 34.4 | 12.6 | -1.4 | 30.3 | 27.5 | -35.2 | -15.4 | 12.5 | 8.3 | 9.9 | 45.5 | -15.9 | 2.7 | 2.5 | 16.6 | -6.0 | 5.5 |
| Sharpe Ratio | NA | 2.59 | 2.22 | 0.91 | 0.03 | 0.27 | NA | NA | 0.21 | 0.53 | 0.59 | 0.91 | -0.8 | -0.21 | 0.14 | 1.47 | -0.61 | 0.84 | 1.19 | -0.11 | 0.4 | 2.34 | 0.75 | -0.04 | 1.16 | 0.73 | -0.78 | -0.87 | 0.53 | 0.32 | 0.49 | 2.2 | -0.71 | 0.01 | -0.06 | 0.92 | -0.44 | 0.78 |
| Draw Down(%) | NA | 10.1 | 10.1 | 27.4 | 48.6 | 48.6 | NA | NA | 64.0 | 24.5 | 9.4 | 16.6 | 27.4 | 33.5 | 44.8 | 9.5 | 26.6 | 6.3 | 14.5 | 14.5 | 12.6 | 5.8 | 13.2 | 27.3 | 21.0 | 33.6 | 50.6 | 23.1 | 15.0 | 10.8 | 14.1 | 13.4 | 34.2 | 25.2 | 22.9 | 12.1 | 40.1 | 8.7 |
| Standard Deviation(%) | NA | 19.8 | 19.3 | 21.6 | 26.4 | 25.5 | NA | NA | 24.8 | 23.5 | 22.1 | 19.3 | 27.4 | 37.7 | 43.7 | 15.9 | 17.2 | 12.8 | 18.3 | 16.5 | 16.2 | 14.7 | 16.8 | 33.5 | 26.0 | 37.4 | 46.2 | 21.5 | 17.2 | 19.0 | 18.3 | 20.3 | 24.2 | 22.7 | 29.8 | 14.5 | 21.3 | 17.2 |
| Treynor Ratio | NA | 0.48 | 0.38 | 0.18 | 0.01 | 0.07 | NA | NA | 0.05 | 0.12 | 0.11 | 0.17 | -0.22 | -0.07 | 0.06 | 0.22 | -0.12 | 0.09 | 0.2 | -0.02 | 0.06 | 0.33 | 0.13 | -0.01 | 0.28 | 0.26 | -0.35 | -0.17 | 0.08 | 0.06 | 0.08 | 0.43 | -0.19 | 0.0 | -0.02 | 0.18 | -0.11 | 0.18 |
| Alpha | NA | 0.06 | 0.05 | 0.02 | -0.01 | -0.01 | NA | NA | 0.0 | 0.02 | 0.01 | 0.01 | -0.01 | -0.09 | -0.04 | -0.01 | 0.0 | -0.03 | 0.01 | 0.01 | -0.01 | -0.02 | -0.02 | 0.01 | 0.0 | -0.03 | 0.01 | -0.07 | -0.02 | 0.01 | -0.04 | 0.0 | 0.01 | 0.0 | 0.02 | 0.03 | 0.01 | 0.07 |
| Beta | NA | 1.06 | 1.12 | 1.07 | 1.06 | 1.05 | NA | NA | 1.02 | 1.04 | 1.15 | 1.02 | 0.99 | 1.23 | 1.06 | 1.06 | 0.9 | 1.21 | 1.07 | 1.05 | 1.1 | 1.05 | 1.01 | 1.05 | 1.08 | 1.04 | 1.03 | 1.11 | 1.11 | 1.04 | 1.07 | 1.04 | 0.92 | 0.93 | 0.98 | 0.72 | 0.88 | 0.74 |
| RSquared | NA | 0.89 | 0.9 | 0.88 | 0.74 | 0.82 | NA | NA | 0.89 | 0.93 | 0.78 | 0.96 | 0.98 | 0.45 | 0.98 | 0.95 | 0.78 | 0.93 | 0.96 | 0.95 | 0.94 | 0.96 | 0.95 | 0.98 | 0.98 | 0.99 | 0.99 | 0.91 | 0.97 | 0.62 | 0.89 | 0.83 | 0.9 | 0.92 | 0.97 | 0.67 | 0.81 | 0.77 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 11.5 | 14.5 | 0.5 | 0.4 | 0.0 | 0.2 | 0.2 | 5.6 | 0.0 | 0.3 | 0.1 | 0.0 | 1.1 | 0.2 | 0.8 | 0.7 | 0.9 | 0.5 | 4.7 | 6.2 | 8.5 | 0.2 | 7.6 | 0.0 | 3.9 | 10.4 | 0.0 | 0.1 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -16.2 | 3316.3 | 1.0 | N/A | -100.0 | -3.8 | -96.3 | N/A | -100.0 | 122.2 | N/A | -100.0 | 500.0 | -74.7 | 43.9 | -4.3 | 30.2 | -92.1 | -21.2 | -25.6 | 5314.3 | -97.0 | N/A | -100.0 | -66.3 | N/A | -100.0 | -80.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/15/1997
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