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GSRLX: GOLDMAN SACHS RISING DIVIDEND GROWTH FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 12.85 0.29(2.21%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (6%) |
| Start Date: | 03/21/2007 |
| Last Dividend Date: | 03/30/2026 |
| 12-Mo. Yield | 11.26% |
| Expenses | 0.68% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/21/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 9.7 | 17.1 | 14.3 | 5.8 | 9.6 | 9.4 | 8.4 | 7.5 | 11.9 | 17.9 | -16.1 | 21.5 | 8.6 | 26.0 | -6.2 | 18.6 | 6.0 | -5.5 | 12.6 | 29.0 | 9.4 | 3.9 | 19.2 | 27.3 | -25.8 | 5.3 |
| Sharpe Ratio | NA | 1.87 | 1.35 | 0.81 | 0.2 | 0.43 | NA | 0.4 | 0.26 | 0.67 | 1.1 | -0.72 | 1.32 | 0.23 | 1.98 | -0.48 | 2.36 | 0.4 | -0.38 | 1.13 | 2.77 | 0.88 | 0.21 | 1.41 | 1.25 | -0.77 | 0.29 |
| Draw Down(%) | NA | 7.2 | 7.2 | 18.6 | 23.8 | 39.0 | NA | 43.0 | 17.6 | 7.1 | 10.2 | 17.9 | 12.4 | 39.0 | 6.4 | 19.4 | 3.8 | 11.9 | 14.4 | 8.3 | 6.2 | 8.2 | 14.8 | 9.8 | 22.1 | 39.9 | 8.1 |
| Standard Deviation(%) | NA | 12.4 | 11.5 | 14.2 | 17.2 | 18.5 | NA | 18.3 | 17.8 | 12.3 | 13.1 | 24.4 | 16.3 | 36.4 | 12.4 | 15.8 | 7.6 | 14.4 | 14.5 | 11.1 | 10.4 | 10.7 | 17.8 | 13.5 | 21.8 | 34.7 | 13.3 |
| Treynor Ratio | NA | 0.51 | 0.35 | 0.23 | 0.07 | 0.13 | NA | 0.11 | 0.09 | 0.17 | 0.27 | -0.34 | 0.55 | 0.1 | 0.48 | -0.11 | 0.29 | 0.07 | -0.07 | 0.17 | 0.36 | 0.14 | 0.06 | 0.29 | 0.32 | -0.3 | 0.05 |
| Alpha | NA | 0.07 | 0.03 | 0.01 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.01 | -0.02 | 0.03 | 0.06 | -0.11 | 0.01 | -0.03 | 0.0 | 0.03 | -0.05 | 0.01 | 0.0 | -0.01 | 0.01 | 0.04 | 0.0 | 0.05 | 0.0 |
| Beta | NA | 0.45 | 0.45 | 0.49 | 0.51 | 0.59 | NA | 0.68 | 0.52 | 0.47 | 0.54 | 0.52 | 0.39 | 0.82 | 0.51 | 0.68 | 0.61 | 0.83 | 0.79 | 0.73 | 0.81 | 0.67 | 0.65 | 0.67 | 0.84 | 0.89 | 0.71 |
| RSquared | NA | 0.47 | 0.42 | 0.52 | 0.55 | 0.57 | NA | 0.7 | 0.52 | 0.55 | 0.6 | 0.63 | 0.27 | 0.67 | 0.57 | 0.81 | 0.48 | 0.72 | 0.78 | 0.81 | 0.88 | 0.82 | 0.92 | 0.9 | 0.9 | 0.91 | 0.83 |
| Yield(%) | N/A | 0.4 | 11.2 | 11.4 | 6.7 | 10.0 | 10.4 | N/A | 11.2 | 12.9 | 9.8 | 2.1 | 3.2 | 4.2 | 13.1 | 46.1 | 21.1 | 3.6 | 1.2 | 1.0 | 1.3 | 1.6 | 2.0 | 2.3 | 2.6 | 2.4 | 0.0 |
| Dividend Growth(%) | N/A | -96.1 | -13.0 | 231.4 | -71.2 | N/A | N/A | N/A | -12.9 | 40.8 | 287.2 | -23.6 | -20.9 | -63.9 | -86.0 | 111.8 | 507.3 | 172.2 | 32.4 | -4.2 | -9.4 | -15.2 | 0.4 | 3.4 | -17.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/21/2007
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