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GCSIX: GOLDMAN SACHS SMALL CAP EQUITY INSIGHTS FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 35.09 0(0.0%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 08/28/1997 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 11.74% |
| Expenses | 0.97% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/28/1997 |
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(%) | 0.9 | 20.4 | 46.0 | 22.9 | 4.0 | 9.2 | 9.4 | 7.1 | 7.3 | 15.7 | 18.9 | 19.8 | -20.0 | -6.3 | 6.9 | 25.4 | -8.8 | 11.8 | 22.5 | -1.4 | 6.9 | 35.0 | 13.0 | -0.9 | 30.7 | 28.0 | -34.9 | -15.1 | 13.0 | 8.7 | 10.2 | 46.1 | -15.8 | 3.3 | 2.9 | 17.2 | -5.6 | 5.6 |
| Sharpe Ratio | NA | 2.71 | 2.3 | 0.98 | 0.06 | 0.3 | NA | NA | 0.23 | 0.54 | 0.72 | 0.84 | -0.78 | -0.17 | 0.15 | 1.5 | -0.6 | 0.88 | 1.22 | -0.08 | 0.42 | 2.39 | 0.77 | -0.03 | 1.18 | 0.75 | -0.77 | -0.85 | 0.56 | 0.34 | 0.5 | 2.23 | -0.7 | 0.04 | -0.04 | 0.96 | -0.43 | 0.8 |
| Draw Down(%) | NA | 10.1 | 10.1 | 27.4 | 47.7 | 47.7 | NA | NA | 63.7 | 24.5 | 9.4 | 16.5 | 27.2 | 32.5 | 44.8 | 9.5 | 26.5 | 6.2 | 14.4 | 14.3 | 12.6 | 5.7 | 13.2 | 27.2 | 21.0 | 33.5 | 50.4 | 22.8 | 14.9 | 10.5 | 14.1 | 13.3 | 34.1 | 25.0 | 22.8 | 12.0 | 40.0 | 8.6 |
| Standard Deviation(%) | NA | 20.0 | 19.5 | 21.4 | 25.9 | 25.3 | NA | NA | 24.7 | 23.6 | 21.1 | 19.3 | 27.4 | 36.5 | 43.7 | 15.9 | 17.2 | 12.8 | 18.3 | 16.5 | 16.1 | 14.7 | 16.9 | 33.5 | 26.0 | 37.4 | 46.3 | 21.4 | 17.2 | 18.9 | 18.3 | 20.4 | 24.2 | 22.8 | 29.8 | 14.4 | 21.3 | 17.1 |
| Treynor Ratio | NA | 0.49 | 0.39 | 0.19 | 0.02 | 0.07 | NA | NA | 0.06 | 0.12 | 0.13 | 0.16 | -0.22 | -0.05 | 0.06 | 0.23 | -0.11 | 0.09 | 0.21 | -0.01 | 0.06 | 0.33 | 0.13 | -0.01 | 0.28 | 0.27 | -0.35 | -0.17 | 0.09 | 0.06 | 0.09 | 0.44 | -0.18 | 0.01 | -0.01 | 0.19 | -0.1 | 0.19 |
| Alpha | NA | 0.04 | 0.04 | 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 | 0.0 | -0.01 | -0.02 | 0.01 | 0.0 | -0.03 | 0.02 | -0.07 | -0.01 | 0.01 | -0.04 | 0.0 | 0.01 | 0.0 | 0.02 | 0.03 | 0.02 | 0.07 |
| Beta | NA | 1.11 | 1.15 | 1.1 | 1.07 | 1.05 | NA | NA | 1.02 | 1.06 | 1.2 | 1.02 | 1.0 | 1.23 | 1.06 | 1.06 | 0.9 | 1.21 | 1.07 | 1.05 | 1.09 | 1.05 | 1.01 | 1.06 | 1.08 | 1.04 | 1.03 | 1.11 | 1.11 | 1.04 | 1.08 | 1.04 | 0.92 | 0.93 | 0.98 | 0.72 | 0.88 | 0.73 |
| RSquared | NA | 0.94 | 0.93 | 0.95 | 0.78 | 0.84 | NA | NA | 0.9 | 0.95 | 0.94 | 0.97 | 0.98 | 0.47 | 0.98 | 0.95 | 0.78 | 0.93 | 0.96 | 0.95 | 0.94 | 0.96 | 0.94 | 0.98 | 0.98 | 0.99 | 0.99 | 0.91 | 0.97 | 0.64 | 0.89 | 0.81 | 0.9 | 0.91 | 0.97 | 0.67 | 0.81 | 0.76 |
| Yield(%) | N/A | 0.0 | 11.6 | 9.9 | 3.9 | 4.5 | 5.0 | 4.0 | N/A | 11.1 | 14.0 | 0.9 | 0.7 | 0.0 | 0.5 | 0.7 | 5.6 | 0.3 | 0.8 | 0.6 | 0.4 | 1.4 | 0.8 | 1.3 | 1.1 | 1.3 | 0.8 | 4.8 | 6.3 | 8.3 | 0.0 | 7.9 | 0.0 | 4.2 | 10.3 | 0.0 | 0.2 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | -15.7 | 1926.4 | 261.8 | 254.3 | N/A | N/A | N/A | -15.7 | 1739.4 | 2.6 | N/A | -100.0 | -0.7 | -89.8 | 1947.9 | -49.6 | 25.9 | 62.3 | -65.7 | 111.6 | -42.1 | 49.1 | 5.8 | 6.1 | -86.2 | -21.0 | -21.1 | N/A | -100.0 | N/A | -100.0 | -63.1 | N/A | -100.0 | -48.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/28/1997
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