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NasdaqGM - Delayed Quote USD
Goldman Sachs Small/Mid Cap Value C (GMVCX)
13.21
-0.65
(-4.69%)
At close: April 4 at 8:01:03 PM EDT
Fund Summary
The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in a diversified portfolio of equity investments in small- and mid-cap issuers.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.47% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -11.55% |
| 5y Average Return | 14.62% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| GMVCX | Category Average | GMVCX | Category Average | GMVCX | Category Average | |
| Alpha | -9.35 | -0.06 | -3.95 | -0.05 | -7.14 | -0.04 |
| BETA | 1.08 | 0.01 | 1.04 | 0.01 | 1.1 | 0.01 |
| Mean Annual Return | 0.11 | 0.01 | 1.27 | 0.01 | 0.58 | 0.01 |
| R-squared | 78.11 | 0.88 | 75.78 | 0.85 | 79.67 | 0.84 |
| Standard Deviation | 21.17 | 0.23 | 20.14 | 0.19 | 18.91 | 0.17 |
| Sharpe Ratio | -0.15 | 0.01 | 0.62 | 0.01 | 0.26 | 0.01 |
| Treynor Ratio | -5.05 | 0.11 | 10.91 | 0.11 | 3.02 | 0.1 |
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