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GGSAX: GOLDMAN SACHS GROWTH STRATEGY PORTFOLIO CLASS A (MUTUAL FUND)
Basic Info 22.24 0(0.0%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 01/27/1998 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 11.70% |
| Expenses | 0.74% |
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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 | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 9.9 | 24.6 | 17.6 | 8.7 | 10.3 | 8.4 | 6.5 | 6.3 | 18.8 | 13.9 | 17.5 | -17.1 | 16.6 | 14.0 | 22.2 | -11.0 | 21.0 | 6.1 | 0.2 | 2.4 | 18.3 | 14.5 | -6.1 | 11.5 | 28.6 | -39.4 | 4.6 | 17.1 | 10.6 | 17.8 | 30.9 | -13.6 | -11.1 | -8.7 | 21.2 | 2.8 |
| Sharpe Ratio | NA | 1.71 | 2.03 | 1.14 | 0.46 | 0.6 | NA | NA | 0.31 | 1.12 | 0.84 | 1.42 | -1.04 | 1.5 | 0.5 | 2.26 | -1.01 | 3.25 | 0.5 | 0.02 | 0.25 | 1.82 | 1.32 | -0.31 | 0.65 | 1.18 | -1.15 | 0.1 | 1.47 | 0.98 | 1.6 | 2.65 | -0.99 | -0.95 | -0.96 | 1.73 | -0.03 |
| Draw Down(%) | NA | 8.8 | 8.8 | 17.3 | 23.6 | 30.4 | NA | NA | 55.2 | 14.8 | 7.9 | 9.1 | 23.6 | 5.6 | 30.4 | 5.3 | 19.0 | 1.8 | 9.7 | 11.2 | 8.6 | 8.8 | 10.4 | 20.6 | 14.4 | 23.6 | 50.0 | 11.0 | 10.1 | 6.3 | 8.3 | 10.1 | 23.7 | 24.4 | 13.7 | 6.2 | 22.6 |
| Standard Deviation(%) | NA | 13.0 | 10.8 | 12.6 | 13.5 | 14.3 | NA | NA | 15.3 | 14.4 | 12.3 | 9.9 | 17.9 | 11.0 | 27.3 | 9.2 | 12.3 | 6.3 | 11.7 | 11.6 | 9.2 | 10.0 | 11.1 | 19.8 | 17.4 | 24.1 | 35.1 | 14.8 | 9.4 | 8.5 | 10.6 | 11.4 | 15.0 | 14.5 | 13.5 | 10.3 | 13.5 |
| Treynor Ratio | NA | 0.23 | 0.22 | 0.14 | 0.06 | 0.07 | NA | NA | 0.04 | 0.12 | 0.13 | 0.13 | -0.16 | 0.15 | 0.1 | 0.19 | -0.12 | 0.15 | 0.05 | 0.0 | 0.02 | 0.14 | 0.11 | -0.05 | 0.07 | 0.17 | -0.24 | 0.01 | 0.12 | 0.07 | 0.14 | 0.27 | -0.15 | -0.14 | -0.09 | 0.17 | 0.0 |
| Alpha | NA | 0.04 | 0.02 | 0.01 | 0.01 | 0.01 | NA | NA | -0.01 | -0.02 | 0.02 | 0.02 | 0.01 | 0.03 | -0.05 | 0.01 | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.03 | -0.03 | -0.08 | 0.0 | -0.01 | 0.0 | -0.03 | -0.02 | -0.05 | -0.07 | -0.02 | 0.01 |
| Beta | NA | 0.99 | 1.02 | 1.04 | 1.1 | 1.2 | NA | NA | 1.29 | 1.29 | 0.8 | 1.1 | 1.17 | 1.12 | 1.4 | 1.09 | 1.01 | 1.38 | 1.3 | 1.38 | 1.25 | 1.29 | 1.29 | 1.3 | 1.57 | 1.67 | 1.65 | 1.69 | 1.13 | 1.11 | 1.2 | 1.1 | 0.99 | 0.98 | 1.46 | 1.06 | 0.96 |
| RSquared | NA | 0.87 | 0.86 | 0.72 | 0.8 | 0.8 | NA | NA | 0.81 | 0.9 | 0.43 | 0.87 | 0.94 | 0.81 | 0.93 | 0.48 | 0.48 | 0.74 | 0.88 | 0.94 | 0.84 | 0.93 | 0.95 | 0.93 | 0.96 | 0.93 | 0.92 | 0.85 | 0.81 | 0.65 | 0.71 | 0.76 | 0.83 | 0.58 | 0.56 | 0.46 | 0.59 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 12.3 | 8.0 | 1.6 | 4.2 | 6.8 | 3.4 | 4.4 | 2.3 | 2.8 | 1.0 | 1.6 | 2.2 | 1.6 | 2.4 | 2.2 | 2.5 | 3.1 | 5.7 | 6.0 | 4.9 | 1.2 | 1.5 | 1.7 | 1.3 | 3.4 | 2.4 | 2.2 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 62.4 | 481.0 | -70.0 | -32.2 | 117.7 | -6.4 | 65.4 | -3.9 | 204.9 | -38.5 | -30.1 | 56.3 | -23.7 | 1.3 | -5.2 | 3.3 | -70.1 | -7.2 | 33.3 | 367.1 | -9.7 | 14.8 | 11.6 | -66.8 | 22.9 | 29.7 | 43.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1997
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