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GDAFX: GOLDMAN SACHS DYNAMIC ALLOCATION FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | World Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/06/2010 |
| Last Dividend Date: | 12/30/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.38% |
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Performance Analytics (As of 03/02/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/06/2010 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -2.5 | -5.8 | -2.0 | 0.1 | 0.9 | -2.9 | -3.1 | -9.3 | 1.6 | -6.2 | 14.1 | 5.9 | -7.4 | 2.5 | 5.2 | 7.7 | -1.7 | 7.1 |
| Sharpe Ratio | NA | -0.35 | -1.01 | -0.17 | -0.03 | 0.05 | -2.48 | -0.45 | -1.99 | 0.03 | -1.18 | 0.41 | 0.66 | -0.89 | 0.37 | 0.69 | 1.18 | -0.19 | 0.87 |
| Draw Down(%) | NA | 9.9 | 18.1 | 35.1 | 35.1 | 35.1 | 3.4 | 9.3 | 13.1 | 5.8 | 7.7 | 21.3 | 5.5 | 12.8 | 5.3 | 9.6 | 4.7 | 10.0 | 5.7 |
| Standard Deviation(%) | NA | 7.2 | 6.2 | 15.9 | 12.4 | 11.8 | 6.8 | 7.0 | 4.8 | 6.8 | 6.4 | 33.2 | 8.6 | 8.4 | 6.6 | 7.5 | 6.5 | 9.2 | 8.1 |
| Treynor Ratio | NA | -0.11 | -0.73 | -0.23 | -0.01 | 0.01 | -1.62 | -0.15 | -5.39 | 0.01 | -0.4 | 0.12 | 0.06 | -0.08 | 0.03 | 0.06 | 0.12 | -0.03 | 0.11 |
| Alpha | NA | 0.0 | -0.03 | -0.01 | 0.0 | 0.0 | -0.06 | -0.01 | -0.04 | -0.02 | -0.02 | 0.02 | 0.01 | -0.03 | 0.0 | -0.02 | 0.01 | 0.0 | 0.01 |
| Beta | NA | 0.22 | 0.09 | 0.12 | 0.35 | 0.4 | 0.1 | 0.21 | 0.02 | 0.32 | 0.19 | 1.13 | 0.88 | 0.95 | 0.81 | 0.83 | 0.63 | 0.51 | 0.63 |
| RSquared | NA | 0.12 | 0.04 | 0.01 | 0.07 | 0.12 | 0.03 | 0.13 | 0.01 | 0.08 | 0.06 | 0.02 | 0.75 | 0.86 | 0.67 | 0.69 | 0.66 | 0.68 | 0.7 |
| Yield(%) | N/A | 0.0 | 2.3 | 6.8 | 4.8 | N/A | 0.0 | 0.0 | 6.3 | 1.0 | 4.9 | 24.9 | 0.0 | 2.8 | 5.9 | 3.3 | 3.7 | 0.7 | 1.9 |
| Dividend Growth(%) | N/A | -100.0 | -81.2 | 110.2 | N/A | N/A | N/A | -100.0 | 519.3 | -81.6 | -82.3 | N/A | -100.0 | -55.1 | 79.1 | -6.0 | 453.6 | -63.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/06/2010
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