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GFGSX: GOLDMAN SACHS FOCUSED GROWTH FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/06/2012 |
| Last Dividend Date: | 07/26/2017 |
| 12-Mo. Yield | 6.51% |
| Expenses | 0.84% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/06/2012 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 17.2 | 7.1 | 12.0 | 12.2 | 18.4 | -2.7 | 2.8 | 12.0 | 28.0 | 14.2 |
| Sharpe Ratio | NA | 2.25 | 0.52 | 0.92 | 0.92 | 3.39 | -0.21 | 0.17 | 0.98 | 2.32 | 1.05 |
| Draw Down(%) | NA | 3.4 | 17.3 | 17.3 | 17.3 | 2.8 | 13.8 | 12.7 | 6.4 | 7.2 | 10.8 |
| Standard Deviation(%) | NA | 7.4 | 13.3 | 12.9 | 13.2 | 6.5 | 14.0 | 16.4 | 12.3 | 12.0 | 15.1 |
| Treynor Ratio | NA | 0.26 | 0.08 | 0.13 | 0.13 | 0.39 | -0.03 | 0.03 | 0.14 | 0.3 | 0.16 |
| Alpha | NA | 0.0 | -0.02 | -0.02 | -0.01 | 0.01 | -0.01 | -0.02 | 0.0 | -0.01 | 0.03 |
| Beta | NA | 0.65 | 0.9 | 0.9 | 0.91 | 0.56 | 0.9 | 0.97 | 0.86 | 0.93 | 0.98 |
| RSquared | NA | 0.64 | 0.87 | 0.88 | 0.88 | 0.54 | 0.9 | 0.92 | 0.9 | 0.87 | 0.92 |
| Yield(%) | N/A | 6.5 | 6.1 | 6.7 | N/A | 5.6 | 1.0 | 5.4 | 7.6 | 8.0 | 0.9 |
| Dividend Growth(%) | N/A | 15.7 | N/A | N/A | N/A | 437.8 | -81.9 | -25.8 | 11.2 | 938.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/2012
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See LARGE GROWTH Asset Class Trend Rankings |
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