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GSMYX: GOLDMAN SACHS SMALL/MID CAP GROWTH FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 25.65 0(0.0%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 07/27/2005 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 15.15% |
| Expenses | 1.25% |
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Performance Analytics (As of 06/05/2026)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 17.8 | 28.5 | 13.3 | 3.2 | 14.3 | 13.3 | 12.3 | 11.9 | 2.2 | 12.5 | 14.3 | -28.4 | 7.9 | 53.1 | 38.2 | 17.9 | 28.3 | 0.1 | -0.8 | 11.1 | 36.1 | 21.3 | -3.9 | 21.8 | 59.2 | -39.9 | 19.4 | 13.1 | 0.3 |
| Sharpe Ratio | NA | 1.75 | 1.32 | 0.5 | 0.01 | 0.52 | NA | NA | 0.46 | -0.03 | 0.5 | 0.6 | -0.9 | 0.35 | 1.49 | 2.34 | 0.55 | 2.83 | -0.01 | -0.05 | 0.74 | 2.77 | 1.34 | -0.14 | 1.07 | 2.0 | -0.98 | 0.94 | 0.63 | -0.16 |
| Draw Down(%) | NA | 12.6 | 12.6 | 30.1 | 42.5 | 42.5 | NA | NA | 55.0 | 28.4 | 9.5 | 17.5 | 36.9 | 14.3 | 33.9 | 7.5 | 15.7 | 4.8 | 18.9 | 14.7 | 9.7 | 4.5 | 10.7 | 26.6 | 16.0 | 21.8 | 53.5 | 11.2 | 17.9 | 7.9 |
| Standard Deviation(%) | NA | 24.8 | 20.3 | 20.9 | 23.6 | 23.9 | NA | NA | 23.2 | 24.2 | 17.7 | 17.9 | 33.4 | 22.4 | 35.2 | 15.7 | 30.2 | 9.8 | 17.9 | 16.1 | 15.0 | 13.0 | 16.0 | 28.6 | 20.3 | 29.6 | 41.6 | 17.3 | 15.4 | 12.3 |
| Treynor Ratio | NA | 0.36 | 0.23 | 0.1 | 0.0 | 0.12 | NA | NA | 0.11 | -0.01 | 0.08 | 0.11 | -0.3 | 0.07 | 0.55 | 0.34 | 0.16 | 0.26 | 0.0 | -0.01 | 0.11 | 0.38 | 0.22 | -0.04 | 0.24 | 0.61 | -0.47 | 0.17 | 0.09 | 0.0 |
| Alpha | NA | 0.08 | 0.05 | -0.01 | -0.01 | 0.01 | NA | NA | 0.01 | -0.03 | -0.02 | -0.03 | 0.01 | -0.05 | 0.06 | 0.01 | 0.1 | 0.01 | -0.03 | 0.0 | -0.01 | 0.02 | 0.02 | 0.0 | -0.01 | 0.05 | 0.01 | 0.01 | 0.02 | NA |
| Beta | NA | 1.19 | 1.15 | 1.1 | 1.05 | 1.04 | NA | NA | 0.98 | 1.08 | 1.1 | 1.0 | 1.02 | 1.17 | 0.96 | 1.08 | 1.04 | 1.09 | 1.08 | 0.97 | 1.04 | 0.94 | 0.96 | 0.99 | 0.9 | 0.98 | 0.87 | 0.96 | 1.09 | NA |
| RSquared | NA | 0.81 | 0.8 | 0.87 | 0.91 | 0.81 | NA | NA | 0.85 | 0.9 | 0.88 | 0.89 | 0.96 | 0.9 | 0.96 | 0.91 | 0.34 | 0.83 | 0.93 | 0.9 | 0.9 | 0.92 | 0.93 | 0.97 | 0.95 | 0.97 | 0.95 | 0.91 | 0.22 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.9 | 0.4 | 0.0 | 0.0 | 13.5 | 18.0 | 17.3 | 32.5 | 14.5 | 3.5 | 3.5 | 8.3 | 6.1 | 5.5 | 4.3 | 2.4 | 0.0 | 0.0 | 8.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4084.1 | N/A | N/A | -100.0 | -1.7 | 27.1 | -58.7 | 153.8 | 319.1 | -6.4 | -57.1 | 71.5 | 29.6 | 16.3 | 119.6 | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/2005
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