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GSLIX: GOLDMAN SACHS LARGE CAP VALUE FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 17.9 0(0.0%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 01/06/2000 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 13.94% |
| Expenses | 1.29% |
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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 01/06/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 15.1 | 26.6 | 18.7 | 7.2 | 8.8 | 9.0 | 7.1 | 7.1 | 10.9 | 17.1 | 13.2 | -12.9 | 11.2 | 2.0 | 26.1 | -8.6 | 9.8 | 11.7 | -4.3 | 12.7 | 33.2 | 19.6 | -7.4 | 12.6 | 25.2 | -37.0 | 3.9 | 18.9 | 7.1 | 18.5 | 25.4 | -12.0 | -5.0 | 12.5 |
| Sharpe Ratio | NA | 2.67 | 2.04 | 1.14 | 0.29 | 0.4 | NA | NA | 0.3 | 0.49 | 1.22 | 0.73 | -0.68 | 0.64 | 0.05 | 2.2 | -0.63 | 1.12 | 0.78 | -0.27 | 1.07 | 2.81 | 1.39 | -0.28 | 0.61 | 0.91 | -0.96 | 0.05 | 1.51 | 0.3 | 1.66 | 1.69 | -0.6 | -0.49 | 0.5 |
| Draw Down(%) | NA | 7.2 | 7.2 | 16.7 | 24.4 | 36.9 | NA | NA | 54.1 | 16.4 | 6.5 | 11.1 | 17.3 | 13.3 | 36.9 | 5.9 | 19.1 | 4.4 | 13.2 | 16.0 | 8.7 | 5.7 | 11.6 | 25.6 | 17.5 | 25.2 | 47.5 | 10.9 | 8.2 | 8.5 | 6.4 | 13.3 | 25.7 | 18.8 | 14.0 |
| Standard Deviation(%) | NA | 13.6 | 11.8 | 13.5 | 16.2 | 17.9 | NA | NA | 19.0 | 16.5 | 11.0 | 13.1 | 21.2 | 17.4 | 35.9 | 11.2 | 15.9 | 8.2 | 14.8 | 16.2 | 11.9 | 11.8 | 14.2 | 26.7 | 20.3 | 27.6 | 39.7 | 16.4 | 10.3 | 16.1 | 10.6 | 14.6 | 21.8 | 15.5 | 16.9 |
| Treynor Ratio | NA | 0.33 | 0.23 | 0.15 | 0.04 | 0.07 | NA | NA | 0.06 | 0.07 | 0.13 | 0.09 | -0.14 | 0.11 | 0.02 | 0.26 | -0.1 | 0.08 | 0.11 | -0.04 | 0.12 | 0.32 | 0.18 | -0.07 | 0.11 | 0.29 | -0.42 | 0.01 | 0.15 | 0.05 | 0.18 | 0.3 | -0.17 | -0.11 | 0.1 |
| Alpha | NA | 0.02 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | -0.02 | 0.0 | 0.01 | -0.04 | -0.05 | 0.0 | 0.0 | -0.01 | -0.03 | -0.02 | -0.01 | 0.0 | 0.0 | 0.01 | -0.03 | -0.01 | 0.03 | -0.03 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 |
| Beta | NA | 1.09 | 1.05 | 1.06 | 1.05 | 1.02 | NA | NA | 0.94 | 1.07 | 1.02 | 1.06 | 1.05 | 1.01 | 1.0 | 0.96 | 1.0 | 1.09 | 1.09 | 1.03 | 1.06 | 1.03 | 1.1 | 1.11 | 1.1 | 0.86 | 0.89 | 0.95 | 1.05 | 0.96 | 0.96 | 0.84 | 0.78 | 0.72 | 0.88 |
| RSquared | NA | 0.82 | 0.83 | 0.92 | 0.82 | 0.91 | NA | NA | 0.92 | 0.95 | 0.93 | 0.93 | 0.87 | 0.57 | 0.99 | 0.97 | 0.97 | 0.88 | 0.96 | 0.96 | 0.95 | 0.95 | 0.97 | 0.99 | 0.98 | 0.96 | 0.97 | 0.97 | 0.94 | 0.4 | 0.94 | 0.94 | 0.95 | 0.88 | 0.94 |
| Yield(%) | N/A | 0.0 | 13.9 | 11.9 | 6.3 | 7.2 | 8.1 | 6.4 | N/A | 14.0 | 13.0 | 6.6 | 1.2 | 1.2 | 1.4 | 6.9 | 10.6 | 15.7 | 2.3 | 9.2 | 7.1 | 1.3 | 1.8 | 1.5 | 1.1 | 1.5 | 1.1 | 8.1 | 5.1 | 8.7 | 1.2 | 1.4 | 1.0 | 0.6 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | 12.6 | 787.9 | -3.4 | 102.9 | N/A | N/A | N/A | 12.6 | 108.3 | 368.3 | 17.8 | -16.3 | -76.5 | -47.6 | -36.3 | 658.6 | -78.5 | 38.2 | 580.3 | -12.6 | 7.6 | 58.6 | -14.1 | -8.8 | -87.5 | 76.3 | -40.3 | 713.0 | 5.3 | 32.3 | 62.3 | -22.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/06/2000
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