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GSTIX: GOLDMAN SACHS STRATEGIC GROWTH FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 45.343 0.36(0.80%) June 04
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 06/17/1999 |
| Last Dividend Date: | 11/05/2025 |
| 12-Mo. Yield | 86.61% |
| Expenses | 1.03% |
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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 | 20 Yr | Since 06/17/1999 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 12.9 | 1091.6 | 189.2 | 88.0 | 49.1 | 35.6 | 26.6 | 18.8 | 975.8 | 54.6 | 59.0 | -32.4 | 21.9 | 23.0 | 35.7 | -1.2 | 30.9 | 1.7 | 3.5 | 13.6 | 32.5 | 20.0 | -2.7 | 11.0 | 44.0 | -40.1 | 11.6 | 8.4 | 1.9 | 6.5 | 24.3 | -27.2 | -15.7 | -7.0 | 18.3 |
| Sharpe Ratio | NA | 1.48 | 6.94 | 1.97 | 1.14 | 0.86 | NA | NA | 0.47 | 6.16 | 2.26 | 2.72 | -1.06 | 1.22 | 0.59 | 2.37 | -0.13 | 3.94 | 0.11 | 0.22 | 1.08 | 2.74 | 1.45 | -0.11 | 0.66 | 1.72 | -0.99 | 0.52 | 0.44 | -0.04 | 0.47 | 1.27 | -1.03 | -0.82 | -0.52 | 2.0 |
| Draw Down(%) | NA | 13.6 | 13.9 | 24.5 | 37.4 | 37.4 | NA | NA | 56.0 | 24.5 | 12.1 | 11.2 | 35.9 | 10.7 | 31.4 | 7.7 | 22.5 | 3.1 | 12.9 | 12.3 | 6.9 | 7.2 | 10.6 | 18.8 | 14.2 | 19.0 | 51.0 | 9.0 | 10.7 | 9.6 | 9.7 | 14.6 | 35.9 | 32.4 | 15.4 | 8.9 |
| Standard Deviation(%) | NA | 18.7 | 158.3 | 93.8 | 74.5 | 54.8 | NA | NA | 37.1 | 159.7 | 22.5 | 20.5 | 31.9 | 17.8 | 38.3 | 14.5 | 20.3 | 7.7 | 13.7 | 15.9 | 12.6 | 11.9 | 13.9 | 23.6 | 16.4 | 25.4 | 41.3 | 16.1 | 11.4 | 10.3 | 11.8 | 18.6 | 27.6 | 22.5 | 21.6 | 16.4 |
| Treynor Ratio | NA | 0.29 | 15.28 | 2.13 | 0.98 | 0.54 | NA | NA | 0.21 | 11.27 | 0.62 | 0.62 | -0.4 | 0.27 | 0.24 | 0.52 | -0.03 | 0.36 | 0.02 | 0.04 | 0.15 | 0.34 | 0.22 | -0.03 | 0.13 | 0.43 | -0.38 | 0.09 | 0.06 | 0.0 | 0.07 | 0.25 | -0.35 | -0.31 | -0.2 | 0.46 |
| Alpha | NA | 0.07 | 1.69 | 0.6 | 0.37 | 0.18 | NA | NA | 0.07 | 1.65 | 0.08 | 0.05 | 0.01 | 0.04 | -0.08 | 0.02 | -0.01 | 0.01 | 0.01 | -0.02 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.03 | 0.01 | 0.01 | 0.02 | -0.03 | 0.0 | 0.0 | 0.02 | 0.01 | 0.01 | 0.05 |
| Beta | NA | 0.96 | 0.72 | 0.87 | 0.86 | 0.87 | NA | NA | 0.85 | 0.87 | 0.82 | 0.89 | 0.85 | 0.8 | 0.93 | 0.66 | 0.96 | 0.84 | 0.91 | 0.97 | 0.9 | 0.96 | 0.94 | 0.88 | 0.84 | 1.01 | 1.09 | 0.95 | 0.82 | 0.8 | 0.75 | 0.94 | 0.82 | 0.59 | 0.55 | 0.71 |
| RSquared | NA | 0.93 | 0.0 | 0.01 | 0.03 | 0.05 | NA | NA | 0.11 | 0.01 | 0.46 | 0.64 | 0.98 | 0.93 | 0.77 | 0.7 | 0.98 | 0.89 | 0.96 | 0.97 | 0.96 | 0.94 | 0.96 | 0.97 | 0.97 | 0.95 | 0.97 | 0.94 | 0.86 | 0.83 | 0.86 | 0.95 | 0.88 | 0.86 | 0.79 | 0.77 |
| Yield(%) | N/A | 0.0 | 84.8 | 54.0 | 29.4 | 22.8 | 21.3 | 18.4 | N/A | 86.3 | 27.4 | 20.2 | 7.4 | 12.7 | 0.0 | 18.7 | 33.4 | 25.0 | 3.7 | 5.9 | 16.5 | 16.4 | 9.4 | 0.6 | 0.7 | 0.5 | 0.0 | 0.0 | 0.0 | 0.1 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 298.3 | 552.6 | 99.6 | 377.3 | N/A | N/A | N/A | 298.3 | 82.6 | 64.4 | -35.2 | 75250.0 | -99.9 | -63.0 | 41.4 | 584.5 | -40.0 | -65.1 | 12.3 | 93.7 | 1523.3 | -11.8 | 100.0 | N/A | N/A | N/A | -100.0 | -84.5 | N/A | N/A | -100.0 | 100.0 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/17/1999
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