Goldman Sachs Strategic Growth Fund (GSTIX)
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 90% of its total assets measured at the time of purchase ("total assets") in equity investments. Although it invests primarily in publicly traded U.S. securities, the fund may invest up to 25% of its total assets in foreign securities, including securities of issuers in countries with emerging markets or economies ("emerging countries") and securities quoted in foreign currencies. It is non-diversified.
Fund Info
US38142Y8802
May 24, 1999
$1,000,000
Large-Cap
Growth
Expense Ratio
GSTIX has an expense ratio of 0.75%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Goldman Sachs Strategic Growth Fund (GSTIX) returned -0.37% year-to-date (YTD) and 18.27% over the past 12 months. Over the past 10 years, GSTIX delivered an annualized return of 14.45%, outperforming the S&P 500 benchmark at 10.84%.
GSTIX
-0.37%
9.25%
1.67%
18.27%
19.65%
15.62%
14.45%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of GSTIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.51% | -3.61% | -9.36% | 1.98% | 9.07% | -0.37% | |||||||
| 2024 | 1.38% | 5.79% | 1.63% | -4.12% | 5.09% | 6.35% | -1.34% | 2.39% | 2.64% | 0.23% | 7.48% | 1.26% | 32.10% |
| 2023 | 7.98% | -1.27% | 7.49% | 1.31% | 4.94% | 6.86% | 3.06% | -0.65% | -6.27% | -2.49% | 11.46% | 4.78% | 42.28% |
| 2022 | -9.67% | -4.68% | 3.33% | -13.50% | -4.71% | -6.69% | 12.36% | -4.52% | -10.29% | 5.16% | 5.23% | -7.30% | -32.43% |
| 2021 | -0.99% | 1.17% | 0.00% | 6.68% | -1.93% | 6.54% | 2.96% | 4.17% | -5.72% | 7.75% | -0.95% | 1.14% | 21.86% |
| 2020 | 1.73% | -6.19% | -10.21% | 14.93% | 7.32% | 3.94% | 6.65% | 11.61% | -3.81% | -3.31% | 10.68% | 5.22% | 41.64% |
| 2019 | 9.68% | 4.09% | 2.38% | 4.34% | -6.29% | 6.92% | 1.64% | -1.24% | 0.67% | 1.72% | 4.70% | 3.17% | 35.70% |
| 2018 | 7.23% | -2.05% | -1.72% | 0.46% | 3.87% | 1.31% | 2.88% | 4.48% | 0.80% | -9.31% | 0.88% | -8.66% | -1.19% |
| 2017 | 4.65% | 4.36% | 1.82% | 3.06% | 2.90% | -1.06% | 2.77% | 1.52% | 0.41% | 3.73% | 2.55% | 0.73% | 30.99% |
| 2016 | -6.19% | -1.65% | 7.15% | -1.73% | 2.43% | -0.82% | 4.29% | -0.00% | 0.16% | -2.13% | -0.24% | 1.07% | 1.73% |
| 2015 | -2.30% | 7.32% | -1.59% | 0.77% | 0.23% | -1.52% | 3.48% | -6.21% | -2.79% | 8.21% | 0.91% | -2.12% | 3.48% |
| 2014 | -2.63% | 5.16% | -1.96% | -0.62% | 3.10% | 1.73% | -0.52% | 5.13% | -1.41% | 2.36% | 3.71% | -0.79% | 13.64% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of GSTIX is 61, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Goldman Sachs Strategic Growth Fund (GSTIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Goldman Sachs Strategic Growth Fund provided a 6.73% dividend yield over the last twelve months, with an annual payout of $0.91 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.91 | $0.91 | $0.50 | $0.98 | $1.51 | $1.77 | $1.59 | $4.30 | $3.04 | $0.44 | $0.74 | $2.12 |
Dividend yield | 6.73% | 6.70% | 4.55% | 12.18% | 11.38% | 14.61% | 16.12% | 50.73% | 23.89% | 3.68% | 6.03% | 16.84% |
Monthly Dividends
The table displays the monthly dividend distributions for Goldman Sachs Strategic Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.91 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.50 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 | $0.98 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.51 | $1.51 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.77 | $1.77 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.59 | $1.59 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.30 | $4.30 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.04 | $3.04 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.44 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 | $0.74 |
| 2014 | $2.12 | $2.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Goldman Sachs Strategic Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Goldman Sachs Strategic Growth Fund was 56.01%, occurring on Nov 20, 2008. Recovery took 959 trading sessions.
The current Goldman Sachs Strategic Growth Fund drawdown is 5.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.01% | Sep 5, 2000 | 2060 | Nov 20, 2008 | 959 | Sep 13, 2012 | 3019 |
| -37.39% | Nov 19, 2021 | 227 | Oct 14, 2022 | 339 | Feb 22, 2024 | 566 |
| -31.43% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -24.54% | Feb 18, 2025 | 36 | Apr 8, 2025 | — | — | — |
| -22.46% | Oct 2, 2018 | 58 | Dec 24, 2018 | 75 | Apr 12, 2019 | 133 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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