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
GCVIX: GOLDMAN SACHS LARGE CAP VALUE INSIGHTS FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 27.55 0(0.0%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 01/27/1999 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 7.71% |
| Expenses | 0.55% |
| Sign up to get fund ranking change alerts | |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 11.2 | 26.5 | 18.5 | 6.6 | 9.6 | 10.2 | 7.2 | 7.0 | 15.3 | 17.8 | 11.1 | -10.2 | 9.4 | 1.5 | 21.0 | -8.8 | 20.5 | 14.9 | -2.6 | 14.4 | 34.7 | 15.6 | 3.4 | 14.3 | 14.7 | -37.2 | -5.3 | 18.3 | 8.7 | 17.9 | 29.0 | -17.9 | -4.9 | 4.6 | 11.1 |
| Sharpe Ratio | NA | 2.05 | 2.07 | 1.19 | 0.23 | 0.42 | NA | NA | 0.28 | 0.75 | 1.26 | 0.58 | -0.56 | 0.43 | 0.03 | 1.6 | -0.67 | 2.62 | 0.99 | -0.17 | 1.24 | 2.89 | 1.21 | 0.14 | 0.71 | 0.48 | -0.86 | -0.49 | 1.43 | 0.56 | 1.5 | 1.73 | -0.78 | -0.45 | 0.02 | 0.54 |
| Draw Down(%) | NA | 8.0 | 8.0 | 16.7 | 29.0 | 39.2 | NA | NA | 61.7 | 16.1 | 7.1 | 10.8 | 19.1 | 17.4 | 39.2 | 8.0 | 19.9 | 3.7 | 13.7 | 12.1 | 8.2 | 5.7 | 11.2 | 19.8 | 17.5 | 31.8 | 49.6 | 16.4 | 8.5 | 7.4 | 7.4 | 14.2 | 31.5 | 20.6 | 14.9 | 13.3 |
| Standard Deviation(%) | NA | 12.0 | 11.0 | 13.4 | 17.0 | 18.5 | NA | NA | 19.6 | 16.6 | 11.3 | 13.0 | 20.8 | 21.7 | 36.7 | 12.2 | 15.2 | 7.6 | 14.8 | 15.6 | 11.6 | 12.0 | 13.0 | 24.2 | 20.0 | 30.8 | 44.3 | 17.4 | 10.4 | 11.4 | 11.3 | 16.3 | 24.3 | 16.5 | 18.5 | 15.8 |
| Treynor Ratio | NA | 0.25 | 0.22 | 0.15 | 0.04 | 0.08 | NA | NA | 0.06 | 0.12 | 0.14 | 0.07 | -0.11 | 0.09 | 0.01 | 0.19 | -0.12 | 0.2 | 0.13 | -0.03 | 0.14 | 0.33 | 0.16 | 0.03 | 0.13 | 0.15 | -0.38 | -0.08 | 0.14 | 0.06 | 0.17 | 0.3 | -0.23 | -0.09 | 0.0 | 0.09 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | NA | NA | 0.0 | 0.0 | 0.01 | 0.01 | -0.03 | -0.06 | 0.0 | -0.02 | -0.02 | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | -0.02 | -0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 |
| Beta | NA | 1.0 | 1.02 | 1.06 | 1.07 | 1.02 | NA | NA | 0.99 | 1.09 | 1.04 | 1.06 | 1.08 | 1.05 | 1.01 | 1.04 | 0.87 | 1.02 | 1.1 | 1.0 | 1.04 | 1.06 | 1.01 | 1.01 | 1.08 | 0.97 | 1.01 | 1.01 | 1.07 | 1.05 | 1.01 | 0.94 | 0.83 | 0.78 | 0.96 | 0.94 |
| RSquared | NA | 0.87 | 0.89 | 0.94 | 0.78 | 0.88 | NA | NA | 0.93 | 0.96 | 0.93 | 0.95 | 0.96 | 0.42 | 0.98 | 0.96 | 0.82 | 0.89 | 0.97 | 0.97 | 0.96 | 0.96 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.95 | 0.95 | 0.91 | 0.96 | 0.89 | 0.92 | 0.97 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.1 | 15.5 | 4.2 | 1.3 | 1.6 | 1.7 | 2.1 | 6.2 | 3.1 | 1.7 | 1.8 | 1.5 | 1.9 | 2.3 | 2.0 | 2.0 | 2.4 | 1.8 | 4.7 | 5.8 | 3.2 | 1.7 | 1.6 | 1.2 | 1.0 | 2.1 | 2.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -46.2 | 293.8 | 185.2 | -10.1 | -6.0 | -6.1 | -71.3 | 133.1 | 107.1 | -9.6 | 39.7 | 1.8 | -7.9 | 18.3 | 9.8 | -6.1 | -16.9 | -65.7 | -10.8 | 96.4 | 124.6 | 28.7 | 7.9 | 20.0 | -51.6 | -7.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/1999
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 VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- HFCVX (HENNESSY CORNERSTONE VALUE FUND INVESTOR CLASS) (100%)
- TWEIX (EQUITY INCOME FUND INVESTOR CLASS) (100%)
- VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) (99%)
- MAVFX (MATRIX ADVISORS VALUE FUND INC. MATRIX ADVISORS VALUE FUND INC.) (99%)
- VWNFX (Vanguard Windsor II Fund) (99%)
- SSHFX (SOUND SHORE FUND INC. INVESTOR CLASS) (99%)
- DTLVX (LARGE COMPANY VALUE PORTFOLIO INVESTMENT CLASS) (98%)
- FEQIX (FIDELITY EQUITY-INCOME FUND FIDELITY EQUITY-INCOME FUND) (98%)
- FSTKX (FEDERATED MDT LARGE CAP VALUE FUND SERVICE SHARES) (98%)
- TRVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND INC.) (98%)
Best ETFs
- PWV (Invesco Large Cap Value ETF) (100%)
- VTV (Vanguard Value ETF) (100%)
- PFM (Invesco Dividend Achievers ETF) (99%)
- IVE (iShares S&P 500 Value ETF) (99%)
- DIA (SPDR Dow Jones Industrial Average ETF Trust) (98%)
- IWD (iShares Russell 1000 Value ETF) (98%)
- DTD (WisdomTree U.S. Total Dividend Fund) (95%)
- DHS (WisdomTree U.S. High Dividend Fund) (95%)
- CVY (Invesco Zacks Multi-Asset Income ETF) (95%)
- DLN (WisdomTree U.S. LargeCap Dividend Fund) (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income Closed Fund) 2.95% (96%)
- BDJ (BlackRock Enhanced Equity Dividend Trust) 1.19% (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Income Closed Fund) 2.36% (96%)
- GDV (Gabelli Dividend & Income Closed Fund) 1.69% (96%)
- NFJ (Virtus Dividend Interest & Premium Strategy Fund) 1.72% (96%)
- TY (Tri Continental Closed Fund) 1.65% (96%)
Latest Articles Related to GCVIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
