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
GERIX: GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 14.57 0(0.0%) June 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 10/09/2007 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 2.66% |
| Expenses | 1.65% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | 30.4 | 56.8 | 26.2 | 4.5 | 9.4 | 5.3 | 4.1 | 32.6 | 7.9 | 12.8 | -21.3 | -14.9 | 20.7 | 13.7 | -16.1 | 39.1 | 11.4 | -9.3 | -1.8 | -3.0 | 25.2 | -18.5 | 18.4 | 80.3 | -54.7 | -1.5 |
| Sharpe Ratio | NA | 3.49 | 2.93 | 1.4 | 0.11 | 0.41 | NA | 0.13 | 1.83 | 0.3 | 0.69 | -1.15 | -0.62 | 0.68 | 0.94 | -0.99 | 3.16 | 0.63 | -0.54 | -0.14 | -0.21 | 1.52 | -0.73 | 0.83 | 2.46 | -1.06 | -0.27 |
| Draw Down(%) | NA | 13.3 | 13.3 | 16.5 | 47.3 | 47.6 | NA | 68.9 | 14.4 | 9.9 | 11.7 | 31.4 | 27.6 | 34.6 | 11.4 | 26.2 | 5.2 | 11.6 | 23.9 | 15.3 | 17.1 | 17.6 | 29.5 | 17.6 | 24.2 | 65.6 | 15.1 |
| Standard Deviation(%) | NA | 23.9 | 18.5 | 16.4 | 18.5 | 18.8 | NA | 23.0 | 16.3 | 14.1 | 13.2 | 19.9 | 24.3 | 29.7 | 13.0 | 17.7 | 12.2 | 17.6 | 17.5 | 13.0 | 14.2 | 16.7 | 25.4 | 22.0 | 32.7 | 52.2 | 33.4 |
| Treynor Ratio | NA | 0.72 | 0.47 | 0.21 | 0.02 | 0.07 | NA | 0.03 | 0.27 | 0.04 | 0.09 | -0.24 | -0.15 | 0.19 | 0.12 | -0.17 | 0.32 | 0.11 | -0.1 | -0.02 | -0.03 | 0.25 | -0.19 | 0.18 | 0.8 | -0.55 | -0.08 |
| Alpha | NA | 0.16 | 0.08 | 0.03 | 0.0 | 0.0 | NA | 0.0 | 0.02 | -0.01 | 0.01 | -0.02 | -0.06 | 0.02 | -0.02 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | -0.02 | 0.02 |
| Beta | NA | 1.16 | 1.15 | 1.1 | 1.04 | 1.05 | NA | 1.02 | 1.09 | 1.08 | 1.05 | 0.97 | 1.0 | 1.05 | 1.01 | 1.04 | 1.21 | 0.99 | 0.94 | 0.97 | 0.99 | 1.0 | 0.97 | 1.03 | 1.0 | 1.02 | 1.08 |
| RSquared | NA | 0.82 | 0.85 | 0.91 | 0.78 | 0.86 | NA | 0.93 | 0.95 | 0.93 | 0.95 | 0.96 | 0.48 | 0.97 | 0.94 | 0.95 | 0.76 | 0.96 | 0.94 | 0.92 | 0.95 | 0.95 | 0.98 | 0.98 | 0.98 | 0.96 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 2.9 | 1.5 | 4.2 | 2.0 | 1.8 | 1.3 | 2.2 | 1.8 | 7.1 | 1.5 | 1.2 | 2.7 | 1.3 | 1.9 | 1.7 | 1.5 | 2.2 | 0.5 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 108.4 | -62.5 | 60.9 | -7.5 | 60.2 | -31.1 | -2.7 | -65.6 | 434.3 | 9.1 | -57.0 | 88.5 | -14.7 | -10.6 | 34.5 | 19.0 | 96.1 | -50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/05/2007
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 DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) (99%)
- GEMMX (GMO EMERGING MARKETS FUND CLASS VI) (97%)
- EMGYX (WELLS FARGO EMERGING MARKETS EQUITY FUND ADMINISTRATOR CLASS) (96%)
- DFEVX (EMERGING MARKETS VALUE PORTFOLIO EMERGING MARKETS VALUE PORTFOLIO - INSTITUTIONAL CLASS) (96%)
- HIEMX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS I) (95%)
- AOTIX (ALLIANZGI EMERGING MARKETS OPPORTUNITIES FUND INSTITUTIONAL) (95%)
- DEMSX (EMERGING MARKETS SMALL CAP PORTFOLIO EMERGING MARKETS SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS) (95%)
- RNWFX (NEW WORLD FUND INC CLASS R-5) (94%)
- DFCEX (EMERGING MARKETS CORE EQUITY PORTFOLIO EMERGING MARKETS CORE EQUITY PORTFOLIO - INSTITUTIONAL CLASS) (93%)
- IJEMX (VY(R) JPMORGAN EMERGING MARKETS EQUITY PORTFOLIO CLASS I) (93%)
Best ETFs
- EEM (iShares MSCI Emerging Markets ETF) (100%)
- BKF (iShares MSCI BIC ETF) (99%)
- DEM (WisdomTree Emerging Markets High Dividend Fund) (99%)
- DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) (98%)
- PIE (Invesco Dorsey Wright Emerging Markets Momentum ETF) (98%)
- PXH (Invesco FTSE RAFI Emerging Markets ETF) (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) (97%)
- SCHE (Schwab Emerging Markets Equity ETF) (42%)
- EMIF (iShares Emerging Markets Infrastructure ETF) (41%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Closed Fund) 4.54% (100%)
- IHD (Voya Emerging Markets High Dividend Equity Fund) 1.51% (35%)
Latest Articles Related to GERIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
