It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
GCTIX: GOLDMAN SACHS U.S. TAX-MANAGED EQUITY FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 59.57 0(0.0%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 04/14/2000 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 0.59% |
| Expenses | 1.81% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/14/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 9.4 | 26.2 | 21.1 | 12.1 | 13.7 | 13.3 | 10.0 | 8.4 | 15.4 | 26.0 | 23.8 | -20.3 | 29.2 | 17.5 | 25.9 | -7.8 | 20.3 | 9.6 | 0.1 | 13.8 | 38.7 | 16.2 | 3.4 | 14.0 | 21.9 | -36.4 | -0.7 | 13.8 | 9.2 | 19.1 | 29.7 | -20.5 | -10.8 | -0.4 |
| Sharpe Ratio | NA | 1.47 | 1.86 | 1.14 | 0.54 | 0.64 | NA | NA | 0.36 | 0.65 | 1.59 | 1.46 | -0.88 | 2.0 | 0.48 | 1.86 | -0.52 | 2.49 | 0.67 | 0.0 | 1.08 | 3.16 | 1.22 | 0.14 | 0.7 | 0.79 | -0.92 | -0.22 | 0.9 | 0.6 | 1.48 | 1.75 | -0.89 | -0.64 | -0.22 |
| Draw Down(%) | NA | 10.0 | 10.0 | 20.2 | 25.9 | 35.5 | NA | NA | 57.3 | 20.2 | 9.2 | 10.3 | 25.4 | 5.8 | 35.5 | 8.0 | 22.6 | 3.2 | 13.6 | 12.4 | 8.7 | 6.0 | 11.2 | 19.9 | 17.0 | 27.7 | 47.6 | 12.9 | 9.1 | 6.6 | 7.6 | 13.2 | 31.2 | 27.8 | 18.5 |
| Standard Deviation(%) | NA | 14.2 | 12.7 | 15.7 | 17.7 | 18.9 | NA | NA | 19.8 | 19.4 | 14.1 | 13.9 | 24.8 | 14.6 | 35.8 | 13.1 | 17.6 | 7.9 | 14.1 | 15.9 | 12.7 | 12.3 | 13.3 | 24.4 | 19.9 | 27.6 | 40.7 | 17.1 | 11.5 | 11.6 | 12.3 | 16.6 | 24.4 | 21.0 | 22.2 |
| Treynor Ratio | NA | 0.22 | 0.24 | 0.17 | 0.09 | 0.12 | NA | NA | 0.07 | 0.12 | 0.21 | 0.2 | -0.22 | 0.27 | 0.17 | 0.24 | -0.09 | 0.17 | 0.09 | 0.0 | 0.13 | 0.36 | 0.16 | 0.03 | 0.13 | 0.22 | -0.38 | -0.04 | 0.09 | 0.06 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | NA | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | -0.02 | 0.0 | -0.03 | -0.01 | 0.01 | 0.04 | NA | NA | NA | NA |
| Beta | NA | 0.95 | 0.99 | 1.03 | 1.02 | 1.02 | NA | NA | 1.02 | 1.02 | 1.08 | 1.03 | 0.99 | 1.08 | 1.01 | 1.03 | 1.02 | 1.13 | 1.05 | 1.02 | 1.09 | 1.08 | 1.02 | 1.02 | 1.08 | 1.0 | 0.99 | 1.06 | 1.11 | 1.1 | 1.09 | NA | NA | NA | NA |
| RSquared | NA | 0.88 | 0.91 | 0.96 | 0.97 | 0.97 | NA | NA | 0.82 | 0.99 | 0.96 | 0.96 | 0.98 | 0.97 | 0.98 | 0.97 | 0.98 | 0.91 | 0.97 | 0.98 | 0.97 | 0.97 | 0.98 | 0.99 | 0.97 | 0.99 | 0.99 | 0.96 | 0.96 | 0.95 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.6 | 1.3 | 1.0 | 1.4 | 2.2 | 1.9 | N/A | 0.6 | 2.2 | 0.7 | 0.6 | 0.5 | 0.8 | 0.9 | 0.1 | 1.0 | 1.1 | 1.0 | 0.8 | 2.7 | 1.7 | 1.5 | 1.2 | 1.8 | 1.0 | 1.2 | 1.0 | 0.4 | 0.9 | 0.0 | 0.0 | 0.4 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -66.2 | 118.2 | 114.0 | 57.5 | N/A | N/A | N/A | -66.2 | 310.4 | -8.6 | 33.3 | -22.5 | 19.7 | 716.5 | -88.8 | 7.1 | 1.1 | 39.5 | -60.1 | 81.5 | 18.7 | 37.6 | -21.0 | 16.0 | -17.9 | 40.8 | 178.4 | -51.3 | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/14/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) 0.41% (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) 1.98% (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) 2.10% (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) 2.48% (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) 0.08% (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) 3.32% (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) 1.73% (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) 1.49% (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) 0.11% (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) 2.40% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) 2.58% (100%)
- XLG (Invesco S&P 500 Top 50 ETF) 2.69% (100%)
- IWB (iShares Russell 1000 ETF) 2.58% (97%)
- IYY (iShares Dow Jones U.S. ETF) 2.66% (96%)
- VTI (Vanguard Total Stock Market ETF) 2.68% (96%)
- IWV (iShares Russell 3000 ETF) 2.61% (96%)
- RSP (Invesco S&P 500 Equal Weight ETF) 1.42% (96%)
- XLP (Consumer Staples Select Sector SPDR Fund) 1.71% (94%)
- DSI (iShares MSCI KLD 400 Social ETF) 2.95% (93%)
- EPS (WisdomTree U.S. LargeCap Fund) 2.52% (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) 1.58% (95%)
- CLM (Cornerstone Strategic Value Fund Inc) 1.18% (95%)
- CRF (Cornerstone Strategic Return Fund) 0.41% (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) 1.55% (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) 2.03% (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) 2.52% (94%)
- GAB (Gabelli Equity Trust Closed Fund) 1.25% (94%)
- GGT (Gabelli MultiMedia Mutual Fund) 0.47% (94%)
- USA (Liberty All Star Equity Closed Fund) 0.69% (94%)
- GRF (Eagle Capital Growth Fund Inc) 0.80% (94%)
Latest Articles Related to GCTIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
