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GDSTX: GOLDMAN SACHS SMALL CAP EQUITY INSIGHTS FUND CLASS IR (MUTUAL FUND)
Basic Info 32.28 0(0.0%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 12/06/2007 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 12.57% |
| Expenses | 0.97% |
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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 | Since 12/06/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 20.4 | 45.8 | 22.8 | 3.5 | 8.9 | 9.1 | 7.5 | 15.6 | 18.7 | 19.6 | -20.1 | -7.9 | 6.9 | 25.2 | -8.9 | 11.7 | 22.3 | -1.5 | 6.7 | 34.8 | 12.9 | -1.1 | 30.5 | 27.8 | -35.0 | -8.6 |
| Sharpe Ratio | NA | 2.7 | 2.3 | 0.97 | 0.05 | 0.28 | NA | 0.24 | 0.54 | 0.72 | 0.83 | -0.79 | -0.21 | 0.15 | 1.49 | -0.6 | 0.87 | 1.21 | -0.09 | 0.42 | 2.36 | 0.76 | -0.03 | 1.17 | 0.74 | -0.77 | -2.4 |
| Draw Down(%) | NA | 10.1 | 10.1 | 27.4 | 48.6 | 48.6 | NA | 59.3 | 24.5 | 9.4 | 16.5 | 27.2 | 33.6 | 44.8 | 9.5 | 26.6 | 6.3 | 14.5 | 14.3 | 12.6 | 5.8 | 13.2 | 27.3 | 21.0 | 33.6 | 50.5 | 11.7 |
| Standard Deviation(%) | NA | 20.0 | 19.5 | 21.4 | 26.3 | 25.5 | NA | 26.7 | 23.6 | 21.1 | 19.4 | 27.5 | 37.8 | 43.7 | 15.9 | 17.3 | 12.8 | 18.3 | 16.5 | 16.2 | 14.7 | 16.9 | 33.6 | 26.0 | 37.6 | 46.3 | 32.5 |
| Treynor Ratio | NA | 0.49 | 0.39 | 0.19 | 0.01 | 0.07 | NA | 0.06 | 0.12 | 0.13 | 0.16 | -0.22 | -0.06 | 0.06 | 0.22 | -0.11 | 0.09 | 0.21 | -0.01 | 0.06 | 0.33 | 0.13 | -0.01 | 0.28 | 0.27 | -0.35 | -0.75 |
| Alpha | NA | 0.04 | 0.04 | 0.02 | -0.01 | -0.01 | NA | -0.01 | 0.02 | 0.01 | 0.0 | -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 | 0.01 | -0.35 |
| Beta | NA | 1.1 | 1.15 | 1.1 | 1.07 | 1.05 | NA | 1.05 | 1.06 | 1.2 | 1.02 | 1.0 | 1.23 | 1.06 | 1.06 | 0.9 | 1.21 | 1.07 | 1.04 | 1.1 | 1.06 | 1.01 | 1.06 | 1.08 | 1.05 | 1.03 | 1.05 |
| RSquared | NA | 0.94 | 0.93 | 0.95 | 0.76 | 0.83 | NA | 0.9 | 0.95 | 0.94 | 0.97 | 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 | 0.57 |
| Yield(%) | N/A | 0.0 | 12.4 | 10.5 | 4.0 | 4.6 | 5.1 | N/A | 11.8 | 14.8 | 0.8 | 0.6 | 0.0 | 0.4 | 0.6 | 5.8 | 0.1 | 0.7 | 0.5 | 0.1 | 0.9 | 0.6 | 1.3 | 1.0 | 1.3 | 0.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -15.7 | 2326.6 | 280.9 | N/A | N/A | N/A | -15.7 | 1992.5 | 5.5 | N/A | -100.0 | -4.8 | -91.4 | 7133.0 | -84.7 | 37.9 | 280.0 | -79.2 | 57.9 | -53.4 | 64.6 | 0.0 | 17.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/06/2007
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