Goldman Sachs Small Cap Equity Insights Fund Institutional Shares: (MF: GCSIX)
(NASDAQ Mutual Funds) As of May 20, 2024 08:00 PM ET
$28.73 USD
+0.14 (0.49%)
Latest Performance as of Apr 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 2.40 | 21 |
3 months | 3.65 | 28 |
6 months | 25.37 | 9 |
1 Year | 21.33 | 7 |
3 Year | 1.38 | 30 |
5 Year | 7.06 | 47 |
10 Year | 8.34 | 28 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 99.39 |
Bear Market (10/07 - 2/09) | -53.39 |
Bull Market (2/09 - 3/21) | 643.20 |
Load Adjusted Returns as of Apr 30, 2024
1 Year | 25.66 |
5 Year | 8.81 |
10 Year | 8.55 |
Since Inception | 7.51 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 7.51 | NA | NA | NA |
2023 | 3.98 | 6.40 | -4.13 | 14.58 |
2022 | -7.54 | -16.29 | -3.94 | 7.65 |
2021 | 14.44 | 6.94 | -2.00 | 3.27 |
2020 | -32.99 | 24.33 | 2.53 | 25.20 |
2019 | 13.90 | 2.31 | -1.26 | 9.01 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 2.40 | 21.54 | -19.97 | 23.86 | 6.94 | 25.43 | -8.84 | 11.82 | 22.52 | -1.36 | 6.86 |
% Total Return Rel to Index | -3.64 | -4.70 | -1.77 | -4.82 | -11.45 | -6.05 | -4.44 | -9.97 | 10.58 | -2.75 | -6.78 |
% Total Return Rel to Peer | 2.33 | 5.46 | -0.45 | 4.54 | -12.04 | 0.00 | 1.93 | -3.77 | 6.57 | 3.35 | 4.19 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 3.00 | 3.00 | 4.00 | 3.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 |
% Dividends | 0.00 | 0.19 | 0.19 | 0.00 | 0.14 | 0.14 | 0.05 | 0.07 | 0.14 | 0.11 | 0.06 |
% Yield | 0.00 | 0.70 | 0.82 | 0.00 | 0.47 | 0.50 | 0.22 | 0.25 | 0.56 | 0.55 | 0.33 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 8.60 | 0.00 | 0.00 | 1.39 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 0.00 | 0.85 | 0.84 | 0.84 | 0.84 | 0.85 | 0.84 | 0.84 | 0.85 | 0.86 | 0.87 |
* 1 = Top 20%, 5 = Bottom 20%