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GSELX: GOLDMAN SACHS U.S. EQUITY INSIGHTS FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 73.6 0(0.0%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 09/21/1995 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 12.58% |
| Expenses | 0.55% |
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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 | Since 09/21/1995 |
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 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 8.1 | 25.6 | 21.8 | 7.4 | 11.5 | 11.9 | 8.8 | 9.0 | 15.6 | 28.7 | 23.6 | -19.3 | 2.8 | 14.0 | 25.9 | -6.4 | 23.9 | 11.2 | -0.8 | 15.8 | 36.5 | 14.3 | 4.6 | 13.4 | 21.3 | -37.5 | -0.9 | 13.5 | 7.0 | 14.8 | 30.5 | -21.2 | -10.9 | -9.7 | 23.4 | 22.0 | 32.5 | 22.2 | 1.9 |
| Sharpe Ratio | NA | 1.29 | 1.9 | 1.22 | 0.24 | 0.5 | NA | NA | 0.37 | 0.66 | 1.91 | 1.5 | -0.85 | 0.1 | 0.39 | 1.87 | -0.48 | 3.19 | 0.79 | -0.05 | 1.32 | 3.17 | 1.13 | 0.2 | 0.73 | 0.8 | -0.94 | -0.24 | 0.97 | 0.42 | 1.19 | 1.77 | -0.89 | -0.66 | -0.61 | 1.1 | 0.89 | 1.61 | 1.59 | 0.36 |
| Draw Down(%) | NA | 10.5 | 10.5 | 20.3 | 38.9 | 38.9 | NA | NA | 56.3 | 20.3 | 8.6 | 9.5 | 24.4 | 23.1 | 34.5 | 7.9 | 21.4 | 2.6 | 12.7 | 11.8 | 8.5 | 6.2 | 11.0 | 17.9 | 16.9 | 26.1 | 48.6 | 11.9 | 8.4 | 7.5 | 7.4 | 12.5 | 31.4 | 28.0 | 18.3 | 11.3 | 23.6 | 10.7 | 7.6 | 3.3 |
| Standard Deviation(%) | NA | 13.5 | 12.1 | 15.2 | 20.3 | 19.9 | NA | NA | 19.6 | 19.2 | 13.2 | 13.5 | 24.4 | 27.7 | 35.2 | 13.1 | 16.4 | 7.3 | 13.8 | 15.8 | 12.0 | 11.5 | 12.7 | 22.9 | 18.4 | 26.5 | 41.0 | 16.6 | 10.5 | 11.1 | 11.6 | 16.9 | 25.1 | 20.7 | 22.9 | 18.3 | 20.8 | 17.8 | 11.5 | 8.7 |
| Treynor Ratio | NA | 0.19 | 0.24 | 0.19 | 0.05 | 0.1 | NA | NA | 0.07 | 0.12 | 0.25 | 0.2 | -0.21 | 0.02 | 0.14 | 0.24 | -0.09 | 0.23 | 0.11 | -0.01 | 0.15 | 0.36 | 0.15 | 0.05 | 0.13 | 0.22 | -0.38 | -0.04 | 0.1 | 0.04 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.02 | -0.01 | NA | NA | 0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.09 | -0.02 | -0.02 | -0.01 | 0.01 | 0.0 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | -0.01 | -0.02 | 0.0 | -0.03 | -0.01 | 0.0 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.91 | 0.95 | 1.0 | 1.01 | 0.99 | NA | NA | 0.99 | 1.02 | 1.01 | 1.0 | 0.98 | 1.13 | 1.0 | 1.03 | 0.83 | 1.01 | 1.03 | 1.02 | 1.03 | 1.02 | 0.98 | 0.96 | 1.01 | 0.97 | 1.0 | 1.04 | 1.01 | 1.06 | 1.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.88 | 0.92 | 0.97 | 0.77 | 0.85 | NA | NA | 0.68 | 0.99 | 0.97 | 0.98 | 0.99 | 0.35 | 0.98 | 0.98 | 0.74 | 0.85 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.96 | 0.96 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 12.6 | 12.4 | 6.0 | 7.6 | 9.3 | 6.6 | N/A | 12.5 | 17.3 | 3.3 | 0.9 | 0.8 | 0.9 | 2.0 | 4.2 | 11.7 | 4.7 | 4.1 | 1.2 | 1.8 | 2.1 | 2.2 | 1.7 | 2.1 | 1.9 | 11.6 | 4.7 | 0.6 | 1.3 | 0.8 | 0.4 | 0.0 | 10.5 | 11.5 | 3.0 | 11.8 | 5.6 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | -18.5 | 1269.7 | 105.5 | 199.5 | 81.7 | N/A | N/A | -18.5 | 527.6 | 200.9 | 18.5 | -4.0 | -46.5 | -55.9 | -60.1 | 170.0 | 6.8 | 284.5 | -9.2 | -3.1 | -1.3 | 37.5 | -0.8 | -31.4 | -85.7 | 161.2 | 715.8 | -43.9 | 105.0 | 50.0 | N/A | -100.0 | 0.9 | 348.5 | -68.9 | 142.7 | 346.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/21/1995
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