NasdaqGM - Delayed Quote USD
Goldman Sachs Large Cp Val Insghts R (GCVRX)
21.47
+0.08
+(0.37%)
At close: April 17 at 7:34:36 PM EDT
Fund Summary
The fund invests at least 80% of its net assets plus any borrowings for investment purposes (measured at time of purchase) ("Net Assets") in a diversified portfolio of equity investments in large cap U.S. issuers, including foreign issuers that are traded in the United States. It may also invest in fixed income securities that are considered to be cash equivalents.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 33.75% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -6.32% |
| 5y Average Return | 12.13% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| GCVRX | Category Average | GCVRX | Category Average | GCVRX | Category Average | |
| Alpha | -2.29 | -0.01 | -0.6 | -0.03 | -3.64 | -0.03 |
| BETA | 0.88 | 0.01 | 0.89 | 0.01 | 0.98 | 0.01 |
| Mean Annual Return | 0.6 | 0.01 | 1.35 | 0.01 | 0.77 | 0.01 |
| R-squared | 82.49 | 0.78 | 83.6 | 0.83 | 87.19 | 0.84 |
| Standard Deviation | 16.81 | 0.17 | 16.44 | 0.19 | 16.16 | 0.16 |
| Sharpe Ratio | 0.16 | 0 | 0.82 | 0 | 0.45 | 0.01 |
| Treynor Ratio | 1.59 | 0.04 | 14.83 | 0.07 | 6.3 | 0.08 |
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