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GSTSX: GOLDMAN SACHS STRATEGIC GROWTH FUND SERVICE (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 06/17/1999 |
| Last Dividend Date: | 11/05/2025 |
| 12-Mo. Yield | 44.06% |
| Expenses | 1.03% |
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Performance Analytics (As of 12/12/2025)
Not up-to-date? Try| Last 1 Week* | 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(%) | 0.0 | 15.0 | 27.5 | 13.1 | 16.1 | 14.8 | 11.4 | 8.1 | 17.4 | 31.6 | 41.6 | -32.8 | 21.1 | 41.0 | 35.1 | -1.6 | 30.1 | 1.3 | 3.0 | 13.0 | 31.8 | 19.5 | -3.0 | 10.4 | 43.2 | -40.4 | 11.4 | 7.8 | 1.6 | 6.0 | 23.9 | -27.4 | -16.0 | -7.3 | 18.0 |
| Sharpe Ratio | NA | 0.5 | 1.23 | 0.49 | 0.68 | NA | NA | 0.32 | 0.65 | 1.63 | 2.34 | -1.07 | 1.18 | 1.14 | 2.31 | -0.15 | 3.81 | 0.08 | 0.19 | 1.03 | 2.67 | 1.41 | -0.13 | 0.63 | 1.7 | -1.0 | 0.51 | 0.38 | -0.07 | 0.43 | 1.23 | -1.03 | -0.83 | -0.54 | 1.97 |
| Draw Down(%) | NA | 24.5 | 24.5 | 37.7 | 37.7 | NA | NA | 57.2 | 24.5 | 12.2 | 11.4 | 36.2 | 10.6 | 31.4 | 7.8 | 22.6 | 3.0 | 12.9 | 12.4 | 7.0 | 7.3 | 10.6 | 18.9 | 14.4 | 18.9 | 51.1 | 8.9 | 10.7 | 9.8 | 9.8 | 14.5 | 35.9 | 32.5 | 15.4 | 8.9 |
| Standard Deviation(%) | NA | 24.0 | 19.5 | 22.2 | 21.5 | NA | NA | 20.8 | 24.1 | 17.1 | 16.4 | 32.0 | 17.8 | 35.6 | 14.6 | 20.4 | 7.8 | 13.8 | 15.9 | 12.6 | 11.9 | 13.9 | 23.6 | 16.4 | 25.4 | 41.3 | 16.1 | 11.4 | 10.3 | 11.7 | 18.8 | 27.7 | 22.5 | 21.5 | 16.3 |
| Treynor Ratio | NA | 0.13 | 0.27 | 0.13 | 0.17 | NA | NA | 0.08 | 0.17 | 0.32 | 0.45 | -0.4 | 0.26 | 0.44 | 0.5 | -0.03 | 0.35 | 0.01 | 0.03 | 0.14 | 0.33 | 0.21 | -0.03 | 0.12 | 0.43 | -0.38 | 0.09 | 0.05 | -0.01 | 0.07 | 0.24 | -0.35 | -0.32 | -0.21 | 0.45 |
| Alpha | NA | 0.02 | 0.01 | 0.02 | 0.0 | NA | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.04 | -0.03 | 0.02 | -0.01 | 0.01 | 0.01 | -0.02 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.02 | -0.03 | 0.0 | 0.0 | 0.02 | 0.01 | 0.01 | 0.05 |
| Beta | NA | 0.93 | 0.89 | 0.86 | 0.88 | NA | NA | 0.85 | 0.93 | 0.86 | 0.85 | 0.86 | 0.8 | 0.93 | 0.67 | 0.97 | 0.85 | 0.92 | 0.97 | 0.91 | 0.96 | 0.93 | 0.88 | 0.84 | 1.01 | 1.09 | 0.95 | 0.82 | 0.79 | 0.75 | 0.95 | 0.82 | 0.59 | 0.55 | 0.71 |
| RSquared | NA | 0.95 | 0.95 | 0.96 | 0.92 | NA | NA | 0.89 | 0.95 | 0.95 | 0.95 | 0.98 | 0.93 | 0.88 | 0.69 | 0.98 | 0.89 | 0.96 | 0.97 | 0.96 | 0.94 | 0.96 | 0.97 | 0.97 | 0.95 | 0.97 | 0.94 | 0.87 | 0.8 | 0.87 | 0.95 | 0.88 | 0.86 | 0.79 | 0.77 |
| Yield(%) | N/A | 44.1 | 26.4 | 19.2 | 16.1 | 15.9 | 13.1 | N/A | 35.9 | 11.1 | 8.0 | 9.2 | 15.3 | 20.7 | 21.0 | 36.2 | 26.3 | 3.5 | 5.9 | 16.9 | 16.6 | 9.5 | 0.2 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 809.9 | 23.9 | 0.2 | 230.1 | N/A | N/A | N/A | 298.3 | 82.6 | -49.2 | -35.2 | -14.7 | 13.3 | -63.5 | 42.4 | 649.5 | -43.3 | -66.0 | 12.9 | 92.9 | 3712.0 | 4.2 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/17/1999
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