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GSSCX: GOLDMAN SACHS SMALL CAP VALUE FUND CLASS C (MUTUAL FUND)
Basic Info 10.42 0(0.0%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 08/28/1997 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 50.64% |
| Expenses | 1.23% |
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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 | 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 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 15.0 | 33.3 | 15.6 | 25.6 | 17.9 | 15.1 | 12.3 | 11.4 | 10.5 | 6.1 | 10.5 | 28.8 | 100.0 | 0.9 | 21.8 | -15.0 | 11.0 | 23.2 | -6.5 | 6.0 | 37.2 | 15.2 | -0.3 | 24.9 | 26.8 | -27.8 | -6.5 | 16.4 | 3.2 | 18.1 | 42.1 | -8.2 | 19.4 | 31.0 | -2.9 | -17.4 | 5.0 |
| Sharpe Ratio | NA | 1.96 | 1.72 | 0.61 | 0.65 | 0.54 | NA | NA | 0.4 | 0.35 | 0.12 | 0.35 | 0.56 | 1.95 | 0.01 | 1.37 | -1.01 | 0.85 | 1.39 | -0.42 | 0.43 | 2.77 | 1.01 | -0.01 | 1.07 | 0.77 | -0.65 | -0.51 | 0.89 | 0.05 | 1.13 | 2.7 | -0.45 | 1.09 | 1.31 | -0.5 | -1.14 | 0.97 |
| Draw Down(%) | NA | 10.7 | 10.7 | 25.9 | 25.9 | 46.8 | NA | NA | 55.7 | 21.8 | 10.5 | 18.2 | 24.6 | 11.4 | 45.9 | 9.9 | 24.4 | 6.2 | 13.8 | 14.1 | 11.1 | 5.5 | 11.6 | 26.9 | 19.7 | 30.3 | 46.0 | 16.3 | 11.4 | 11.3 | 9.9 | 10.8 | 29.2 | 17.4 | 14.4 | 20.7 | 47.0 | 8.8 |
| Standard Deviation(%) | NA | 18.4 | 17.8 | 20.1 | 35.2 | 30.4 | NA | NA | 24.9 | 22.1 | 19.6 | 19.9 | 49.3 | 51.2 | 44.9 | 14.8 | 16.3 | 12.2 | 16.5 | 15.4 | 13.9 | 13.4 | 15.2 | 30.7 | 23.2 | 34.7 | 43.9 | 19.0 | 14.7 | 18.5 | 15.1 | 15.3 | 21.0 | 15.8 | 20.4 | 12.4 | 18.3 | 12.0 |
| Treynor Ratio | NA | 0.38 | 0.3 | 0.12 | 0.24 | 0.16 | NA | NA | 0.11 | 0.08 | 0.02 | 0.07 | 0.29 | 1.03 | 0.01 | 0.21 | -0.18 | 0.09 | 0.24 | -0.07 | 0.06 | 0.38 | 0.17 | 0.0 | 0.26 | 0.28 | -0.29 | -0.1 | 0.14 | 0.01 | 0.2 | 0.5 | -0.11 | 0.28 | 0.58 | -0.16 | -0.31 | 0.24 |
| Alpha | NA | 0.03 | 0.02 | 0.0 | 0.08 | 0.03 | NA | NA | 0.02 | 0.01 | -0.03 | -0.03 | 0.21 | 0.27 | -0.07 | -0.02 | -0.03 | -0.03 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | -0.02 | 0.04 | -0.03 | 0.0 | -0.01 | 0.0 | 0.01 | 0.04 | 0.06 | 0.1 | -0.04 | -0.05 | 0.06 |
| Beta | NA | 0.96 | 1.01 | 1.02 | 0.98 | 1.0 | NA | NA | 0.9 | 0.98 | 1.11 | 1.04 | 0.94 | 0.97 | 1.08 | 0.98 | 0.9 | 1.14 | 0.96 | 0.98 | 0.94 | 0.97 | 0.92 | 0.97 | 0.97 | 0.96 | 0.98 | 1.01 | 0.95 | 0.94 | 0.87 | 0.83 | 0.81 | 0.62 | 0.46 | 0.4 | 0.68 | 0.48 |
| RSquared | NA | 0.84 | 0.86 | 0.91 | 0.24 | 0.41 | NA | NA | 0.6 | 0.93 | 0.92 | 0.94 | 0.19 | 0.08 | 0.94 | 0.94 | 0.89 | 0.91 | 0.96 | 0.95 | 0.94 | 0.97 | 0.97 | 0.99 | 0.99 | 0.98 | 0.98 | 0.96 | 0.97 | 0.54 | 0.85 | 0.92 | 0.94 | 0.84 | 0.44 | 0.28 | 0.65 | 0.65 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 48.5 | 39.9 | 8.1 | 44.5 | 67.2 | 0.0 | 6.7 | 13.6 | 14.2 | 4.8 | 5.7 | 10.0 | 13.3 | 7.4 | 1.9 | 0.0 | 0.1 | 0.1 | 18.7 | 9.9 | 8.3 | 7.3 | 2.5 | 0.1 | 0.0 | 0.0 | 0.0 | 5.1 | 9.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -16.2 | 403.9 | -88.8 | -38.1 | N/A | -100.0 | -64.7 | -7.3 | 260.5 | -27.5 | -44.7 | -11.2 | 95.9 | 272.8 | N/A | -100.0 | -66.7 | -99.5 | 96.6 | 17.0 | 22.8 | 306.3 | 2214.3 | N/A | N/A | N/A | -100.0 | -46.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/27/1997
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