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GITIX: GOLDMAN SACHS TECHNOLOGY OPPORTUNITIES FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info
| Asset Class: | Technology |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 10/20/1999 |
| Last Dividend Date: | 11/25/2025 |
| 12-Mo. Yield | 22.46% |
| Expenses | 1.17% |
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Performance Analytics (As of 01/16/2026)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 18.8 | 32.4 | 13.5 | 20.3 | 15.7 | 14.3 | 10.2 | 20.5 | 30.7 | 58.3 | -39.0 | 21.4 | 45.9 | 38.5 | 2.6 | 38.5 | 6.6 | 8.1 | 10.4 | 29.1 | 21.0 | -12.9 | 24.7 | 69.9 | -45.3 | 27.9 | 13.1 | 2.4 | 13.1 | 46.3 | -39.1 | -33.3 | -36.9 | 88.9 |
| Sharpe Ratio | NA | 0.0 | 0.6 | 1.28 | 0.43 | 0.76 | NA | NA | 0.33 | 0.66 | 1.29 | 2.65 | -1.07 | 1.05 | 1.27 | 2.14 | 0.05 | 3.46 | 0.35 | 0.47 | 0.63 | 2.18 | 1.27 | -0.46 | 1.18 | 2.45 | -1.07 | 1.33 | 0.59 | 0.01 | 0.76 | 1.86 | -0.98 | -0.79 | -0.88 | 98.22 |
| Draw Down(%) | NA | 0.0 | 27.1 | 27.1 | 43.3 | 43.3 | NA | NA | 83.0 | 27.1 | 14.9 | 12.1 | 41.2 | 11.1 | 27.5 | 9.4 | 22.7 | 5.3 | 19.6 | 12.2 | 12.0 | 6.8 | 13.7 | 26.0 | 14.2 | 16.7 | 54.0 | 9.5 | 19.1 | 11.9 | 13.4 | 16.5 | 55.0 | 57.2 | 49.4 | 2.8 |
| Standard Deviation(%) | NA | NA | 26.4 | 22.7 | 26.1 | 24.4 | NA | NA | 26.7 | 26.7 | 20.9 | 20.8 | 37.8 | 20.3 | 35.9 | 17.3 | 23.4 | 11.0 | 18.3 | 17.3 | 16.6 | 13.3 | 16.6 | 28.0 | 20.8 | 28.5 | 43.0 | 18.8 | 16.5 | 12.4 | 15.9 | 24.6 | 41.0 | 46.1 | 46.5 | 24.1 |
| Treynor Ratio | NA | NA | 0.18 | 0.31 | 0.11 | 0.19 | NA | NA | 0.09 | 0.2 | 0.29 | 0.53 | -0.37 | 0.22 | 0.51 | 0.4 | 0.01 | 0.4 | 0.06 | 0.09 | 0.09 | 0.3 | 0.22 | -0.12 | 0.25 | 0.7 | -0.45 | 0.25 | 0.1 | 0.0 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | 0.01 | 0.01 | -0.04 | -0.03 | 0.01 | -0.02 | 0.0 | 0.01 | -0.03 | 0.01 | -0.03 | 0.0 | 0.03 | -0.05 | 0.04 | 0.02 | -0.01 | 0.04 | 0.02 | 0.0 | 0.06 | NA | NA | NA | NA | NA |
| Beta | NA | 0.0 | 0.9 | 0.94 | 1.0 | 0.96 | NA | NA | 0.97 | 0.91 | 0.92 | 1.05 | 1.09 | 0.97 | 0.88 | 0.92 | 0.96 | 0.95 | 1.05 | 0.93 | 1.1 | 0.97 | 0.96 | 1.08 | 0.99 | 0.99 | 1.01 | 0.99 | 0.97 | 0.83 | 0.74 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.92 | 0.92 | 0.93 | 0.94 | NA | NA | 0.59 | 0.93 | 0.92 | 0.91 | 0.96 | 0.92 | 0.98 | 0.93 | 0.94 | 0.92 | 0.92 | 0.92 | 0.87 | 0.84 | 0.9 | 0.94 | 0.92 | 0.95 | 0.93 | 0.88 | 0.85 | 0.79 | 0.77 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 22.7 | 4.4 | 0.0 | 11.2 | 15.9 | 10.4 | 17.7 | 20.2 | 9.0 | 4.9 | 8.4 | 8.0 | 1.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 572.4 | N/A | -100.0 | -24.8 | 99.8 | -28.4 | -26.7 | 187.0 | 93.5 | -42.5 | 8.0 | 521.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/15/1999
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