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GGOTX: GOLDMAN SACHS GROWTH OPPORTUNITIES FUND CLASS IR (MUTUAL FUND)
Basic Info 15 0(0.0%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 12/06/2007 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 18.31% |
| Expenses | 1.41% |
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Performance Analytics (As of 06/05/2026)
| 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(%) | 2.0 | 13.2 | 15.9 | 17.7 | 7.2 | 12.8 | 11.7 | 9.5 | 7.6 | 20.4 | 19.1 | -26.4 | 11.2 | 44.7 | 34.9 | -5.2 | 27.0 | 1.5 | -5.4 | 11.2 | 32.2 | 19.3 | -3.8 | 19.0 | 58.0 | -40.1 | -13.1 |
| Sharpe Ratio | NA | 1.5 | 0.77 | 0.74 | 0.21 | 0.51 | NA | 0.37 | 0.2 | 1.02 | 0.92 | -0.85 | 0.57 | 1.27 | 2.33 | -0.35 | 3.25 | 0.08 | -0.35 | 0.81 | 2.5 | 1.26 | -0.14 | 0.97 | 1.96 | -0.93 | -1.73 |
| Draw Down(%) | NA | 11.7 | 11.7 | 26.2 | 39.0 | 39.0 | NA | 58.7 | 24.8 | 9.6 | 18.4 | 35.3 | 12.9 | 34.0 | 6.4 | 21.5 | 2.6 | 15.8 | 13.9 | 8.6 | 6.5 | 10.5 | 26.3 | 15.3 | 22.0 | 54.4 | 15.9 |
| Standard Deviation(%) | NA | 20.8 | 17.3 | 19.4 | 22.5 | 21.7 | NA | 23.0 | 23.3 | 16.5 | 17.0 | 33.0 | 19.6 | 34.9 | 14.3 | 18.6 | 8.1 | 15.7 | 15.6 | 13.8 | 12.8 | 15.4 | 27.5 | 19.5 | 29.6 | 43.9 | 52.9 |
| Treynor Ratio | NA | 0.32 | 0.13 | 0.14 | 0.05 | 0.11 | NA | 0.09 | 0.04 | 0.16 | 0.16 | -0.27 | 0.11 | 0.45 | 0.33 | -0.07 | 0.29 | 0.01 | -0.06 | 0.11 | 0.34 | 0.21 | -0.04 | 0.22 | 0.59 | -0.44 | -1.64 |
| Alpha | NA | 0.07 | 0.03 | 0.01 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.01 | -0.01 | 0.02 | -0.03 | 0.03 | 0.0 | 0.0 | 0.02 | -0.02 | -0.02 | -0.01 | 0.01 | 0.02 | 0.0 | -0.02 | 0.04 | 0.03 | -0.81 |
| Beta | NA | 0.98 | 0.99 | 1.05 | 1.02 | 1.01 | NA | 0.97 | 1.07 | 1.05 | 0.98 | 1.02 | 1.06 | 0.98 | 1.01 | 1.0 | 0.93 | 0.97 | 0.97 | 0.98 | 0.95 | 0.94 | 0.96 | 0.87 | 0.98 | 0.92 | 0.56 |
| RSquared | NA | 0.84 | 0.87 | 0.93 | 0.95 | 0.96 | NA | 0.95 | 0.95 | 0.93 | 0.95 | 0.98 | 0.97 | 0.99 | 0.96 | 0.97 | 0.88 | 0.96 | 0.95 | 0.95 | 0.95 | 0.96 | 0.98 | 0.96 | 0.97 | 0.96 | 0.05 |
| Yield(%) | N/A | 0.0 | 17.9 | 12.6 | 9.6 | 13.2 | 12.2 | N/A | 18.7 | 14.1 | 0.0 | 5.9 | 17.4 | 25.8 | 33.0 | 26.4 | 21.7 | 2.6 | 11.0 | 21.8 | 9.2 | 7.8 | 6.0 | 1.2 | 0.0 | 4.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 45.9 | -42.3 | -56.0 | N/A | N/A | N/A | 45.9 | N/A | -100.0 | -68.2 | -22.5 | -19.5 | -14.6 | 27.6 | 733.6 | -80.3 | -54.3 | 181.3 | 32.8 | 18.5 | 484.9 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/06/2007
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Best Closed End Funds
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