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GSVSX: GOLDMAN SACHS LARGE CAP VALUE FUND SERVICE (MUTUAL FUND)
Basic Info 17.42 0(0.0%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 01/06/2000 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 13.76% |
| Expenses | 1.01% |
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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 01/06/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 14.9 | 25.9 | 18.1 | 6.6 | 8.2 | 8.4 | 6.6 | 6.6 | 10.3 | 16.5 | 12.6 | -13.4 | 10.3 | 1.5 | 25.4 | -9.1 | 9.3 | 11.1 | -4.7 | 12.2 | 32.4 | 19.1 | -7.9 | 12.0 | 24.7 | -37.4 | 3.4 | 18.4 | 6.4 | 17.9 | 25.0 | -12.3 | -5.4 | 12.2 |
| Sharpe Ratio | NA | 2.63 | 1.99 | 1.1 | 0.25 | 0.37 | NA | NA | 0.28 | 0.45 | 1.17 | 0.69 | -0.7 | 0.59 | 0.03 | 2.14 | -0.66 | 1.05 | 0.74 | -0.29 | 1.03 | 2.76 | 1.36 | -0.3 | 0.58 | 0.89 | -0.96 | 0.02 | 1.46 | 0.26 | 1.62 | 1.64 | -0.62 | -0.52 | 0.41 |
| Draw Down(%) | NA | 7.2 | 7.2 | 16.9 | 25.2 | 37.0 | NA | NA | 54.5 | 16.5 | 6.4 | 11.2 | 17.6 | 13.5 | 37.0 | 5.9 | 19.4 | 4.5 | 13.3 | 16.1 | 8.8 | 5.7 | 11.7 | 25.8 | 17.6 | 25.3 | 47.7 | 11.1 | 8.3 | 8.3 | 6.4 | 13.5 | 25.9 | 19.0 | 14.0 |
| Standard Deviation(%) | NA | 13.6 | 11.7 | 13.5 | 16.2 | 17.9 | NA | NA | 19.1 | 16.4 | 11.0 | 13.0 | 21.3 | 17.5 | 35.9 | 11.2 | 15.9 | 8.2 | 14.8 | 16.2 | 11.8 | 11.7 | 14.2 | 26.6 | 20.3 | 27.5 | 39.6 | 16.4 | 10.3 | 15.8 | 10.5 | 14.8 | 21.8 | 15.5 | 19.9 |
| Treynor Ratio | NA | 0.33 | 0.22 | 0.14 | 0.04 | 0.06 | NA | NA | 0.06 | 0.07 | 0.13 | 0.09 | -0.14 | 0.1 | 0.01 | 0.25 | -0.11 | 0.08 | 0.1 | -0.05 | 0.12 | 0.32 | 0.18 | -0.07 | 0.11 | 0.29 | -0.43 | 0.0 | 0.14 | 0.04 | 0.18 | 0.29 | -0.17 | -0.11 | 0.09 |
| Alpha | NA | 0.02 | 0.0 | 0.0 | -0.02 | -0.01 | NA | NA | 0.0 | -0.02 | 0.0 | 0.01 | -0.05 | -0.05 | 0.0 | 0.0 | -0.02 | -0.03 | -0.02 | -0.01 | -0.01 | 0.0 | 0.01 | -0.04 | -0.01 | 0.03 | -0.03 | 0.01 | -0.02 | 0.0 | 0.01 | -0.01 | 0.02 | 0.01 | 0.02 |
| Beta | NA | 1.09 | 1.04 | 1.06 | 1.05 | 1.02 | NA | NA | 0.94 | 1.06 | 1.01 | 1.06 | 1.05 | 1.01 | 1.0 | 0.96 | 0.99 | 1.09 | 1.09 | 1.03 | 1.06 | 1.02 | 1.1 | 1.1 | 1.1 | 0.85 | 0.89 | 0.95 | 1.05 | 0.96 | 0.95 | 0.84 | 0.78 | 0.72 | 0.9 |
| RSquared | NA | 0.82 | 0.82 | 0.92 | 0.82 | 0.91 | NA | NA | 0.91 | 0.95 | 0.93 | 0.93 | 0.86 | 0.57 | 0.99 | 0.97 | 0.97 | 0.88 | 0.96 | 0.96 | 0.95 | 0.95 | 0.97 | 0.99 | 0.98 | 0.96 | 0.97 | 0.97 | 0.94 | 0.41 | 0.94 | 0.94 | 0.95 | 0.89 | 0.71 |
| Yield(%) | N/A | 0.0 | 13.8 | 11.6 | 6.0 | 6.8 | 7.6 | 5.9 | N/A | 13.9 | 12.7 | 6.3 | 0.8 | 0.6 | 0.9 | 6.4 | 10.0 | 15.3 | 1.7 | 8.8 | 6.7 | 0.7 | 1.0 | 1.1 | 0.5 | 1.1 | 0.7 | 7.8 | 4.8 | 8.4 | 1.0 | 1.4 | 0.9 | 0.2 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | 13.3 | 1307.9 | -2.3 | 113.6 | N/A | N/A | N/A | 13.3 | 116.2 | 567.7 | 51.1 | -33.8 | -83.6 | -48.1 | -39.0 | 918.3 | -83.7 | 41.0 | 1206.0 | -22.2 | -13.6 | 119.3 | -38.7 | 4.5 | -92.0 | 80.8 | -42.8 | 853.1 | -11.0 | 41.1 | 400.0 | -40.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/06/2000
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See LARGE VALUE Asset Class Trend Rankings |
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