Nasdaq - Delayed Quote USD
Goldman Sachs Small/Mid Cap Growth R (GTMRX)
16.01
+0.11
+(0.69%)
At close: April 17 at 8:01:05 PM EDT
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 and mid-cap issuers. It may invest up to 25% of its Net Assets in foreign securities, including securities of issuers in countries with emerging markets or economies and securities quoted in foreign currencies. The fund may invest up to 20% of its net assets in fixed income securities, such as government, corporate and bank debt obligations.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 52.17% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -17.13% |
| 5y Average Return | 5.82% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| GTMRX | Category Average | GTMRX | Category Average | GTMRX | Category Average | |
| Alpha | -11.13 | 0.01 | -9.83 | 0.01 | -5.54 | -0.02 |
| BETA | 1.16 | 0.01 | 1.16 | 0.01 | 1.11 | 0.01 |
| Mean Annual Return | 0 | 0.02 | 0.94 | 0.02 | 0.73 | 0.01 |
| R-squared | 80.03 | 0.82 | 73.19 | 0.79 | 74.24 | 0.8 |
| Standard Deviation | 22.43 | 0.23 | 22.93 | 0.19 | 19.87 | 0.17 |
| Sharpe Ratio | -0.2 | 0.01 | 0.37 | 0.01 | 0.34 | 0.01 |
| Treynor Ratio | -6.06 | 0.18 | 5.41 | 0.17 | 4.5 | 0.12 |
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