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GCMCX: GOLDMAN SACHS MID CAP VALUE FUND CLASS C (MUTUAL FUND)
Basic Info 29.8 0(0.0%) June 05
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 08/15/1997 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 17.22% |
| Expenses | 0.82% |
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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 | Since 08/15/1997 |
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(%) | 3.0 | 14.6 | 25.8 | 15.7 | 1.4 | 6.3 | 6.7 | 6.0 | 6.0 | 8.6 | 10.9 | 10.8 | -23.4 | 7.2 | 7.6 | 30.5 | -11.6 | 9.9 | 12.0 | -10.1 | 12.4 | 31.3 | 17.2 | -7.3 | 23.4 | 31.7 | -37.2 | 2.1 | 14.7 | 12.1 | 15.8 | 26.7 | -5.7 | 11.1 | 30.2 | -9.4 | -10.9 | -9.9 |
| Sharpe Ratio | NA | 2.14 | 1.62 | 0.79 | -0.06 | 0.22 | NA | NA | 0.22 | 0.31 | 0.55 | 0.45 | -0.9 | 0.29 | 0.18 | 2.56 | -0.88 | 1.05 | 0.81 | -0.65 | 1.01 | 2.49 | 1.22 | -0.27 | 1.05 | 1.05 | -0.96 | -0.06 | 1.04 | 0.65 | 1.13 | 1.9 | -0.33 | 0.55 | 1.62 | -0.81 | -0.8 | -1.1 |
| Draw Down(%) | NA | 9.2 | 9.2 | 21.7 | 40.8 | 42.7 | NA | NA | 56.1 | 19.5 | 8.4 | 15.2 | 25.2 | 21.0 | 42.7 | 5.2 | 19.7 | 4.5 | 14.2 | 15.6 | 10.5 | 6.2 | 10.8 | 26.0 | 18.1 | 25.2 | 50.8 | 14.9 | 9.5 | 7.3 | 7.4 | 12.5 | 24.1 | 15.3 | 13.2 | 27.9 | 32.7 | 16.8 |
| Standard Deviation(%) | NA | 16.3 | 14.3 | 15.8 | 20.7 | 20.9 | NA | NA | 20.2 | 18.5 | 13.4 | 15.8 | 27.6 | 25.2 | 39.5 | 11.4 | 14.7 | 8.8 | 14.6 | 15.6 | 12.2 | 12.6 | 14.2 | 27.8 | 22.3 | 30.1 | 39.5 | 17.1 | 10.9 | 15.1 | 13.1 | 13.7 | 20.6 | 15.9 | 16.1 | 15.8 | 17.8 | 25.2 |
| Treynor Ratio | NA | 0.28 | 0.2 | 0.11 | -0.01 | 0.05 | NA | NA | 0.05 | 0.05 | 0.07 | 0.07 | -0.24 | 0.07 | 0.08 | 0.33 | -0.13 | 0.09 | 0.13 | -0.1 | 0.12 | 0.31 | 0.17 | -0.07 | 0.23 | 0.38 | -0.43 | -0.01 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | -0.01 | 0.0 | -0.07 | -0.07 | 0.02 | 0.02 | 0.0 | -0.03 | -0.01 | -0.03 | -0.01 | -0.02 | 0.0 | -0.03 | 0.0 | 0.0 | -0.03 | 0.03 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.24 | 1.16 | 1.1 | 1.07 | 1.0 | NA | NA | 0.96 | 1.1 | 1.08 | 1.04 | 1.06 | 1.02 | 0.96 | 0.89 | 0.96 | 1.01 | 0.94 | 1.01 | 1.04 | 1.01 | 1.0 | 1.05 | 1.03 | 0.83 | 0.88 | 1.01 | 0.92 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.84 | 0.87 | 0.92 | 0.72 | 0.84 | NA | NA | 0.72 | 0.94 | 0.91 | 0.96 | 0.72 | 0.44 | 0.98 | 0.94 | 0.97 | 0.87 | 0.95 | 0.97 | 0.96 | 0.96 | 0.97 | 0.99 | 0.98 | 0.97 | 0.96 | 0.96 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 17.2 | 11.1 | 4.6 | 6.2 | 7.5 | 6.5 | N/A | 17.1 | 8.7 | 5.3 | 0.0 | 0.0 | 0.0 | 3.6 | 14.9 | 15.7 | 0.5 | 11.4 | 20.6 | 18.6 | 0.2 | 0.0 | 0.0 | 0.5 | 0.1 | 11.3 | 4.8 | 7.5 | 0.0 | 0.2 | 2.2 | 3.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 101.3 | N/A | -21.3 | -24.6 | N/A | N/A | N/A | 101.3 | 71.5 | N/A | N/A | N/A | -100.0 | -82.2 | -10.3 | 3357.2 | -96.5 | -48.7 | 19.1 | 13063.0 | N/A | N/A | -100.0 | 219.4 | -99.3 | 152.6 | -30.4 | N/A | -100.0 | -91.5 | -21.5 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/15/1997
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