NasdaqGM - Delayed Quote USD
Goldman Sachs Small Cap Value R (GSQRX)
As of 8:05:39 AM EST. Market Open.
Fund Summary
The fund normally invests 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-cap issuers. Although it will invest primarily in publicly traded U.S. securities, including real estate investment trusts, it may also invest in foreign securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.91% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 15.00% |
| 5y Average Return | 7.17% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| GSQRX | Category Average | GSQRX | Category Average | GSQRX | Category Average | |
| Alpha | -5.56 | -0.09 | -7.67 | -0.06 | -6.28 | -0.06 |
| BETA | 1.04 | 0.01 | 1.12 | 0.01 | 1.11 | 0.01 |
| Mean Annual Return | 0.6 | 0.01 | 0.87 | 0.01 | 0.73 | 0.01 |
| R-squared | 67.3 | 0.83 | 70.16 | 0.77 | 70.94 | 0.78 |
| Standard Deviation | 21.99 | 0.26 | 24.33 | 0.21 | 20.12 | 0.19 |
| Sharpe Ratio | 0.14 | 0 | 0.32 | 0.01 | 0.35 | 0.01 |
| Treynor Ratio | 0.77 | 0.08 | 4.52 | 0.1 | 4.61 | 0.09 |
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