Goldman Sachs Large Cap Value Insights Fund Class A: (MF: GCVAX)
(NASDAQ Mutual Funds) As of Nov 7, 2025 06:50 PM ET
$25.49 USD
+0.16 (0.63%)
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.91 | 73 |
| 3 months | 5.19 | 51 |
| 6 months | 10.65 | 57 |
| 1 Year | 8.99 | 65 |
| 3 Year | 16.66 | 54 |
| 5 Year | 13.62 | 50 |
| 10 Year | 10.36 | 63 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 115.09 |
| Bear Market (10/07 - 2/09) | -55.54 |
| Bull Market (2/09 - 3/21) | 658.80 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 3.31 |
| 5 Year | 12.41 |
| 10 Year | 9.77 |
| Since Inception | 6.69 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.67 | 5.19 | 5.19 | NA |
| 2024 | 10.28 | -2.12 | 9.36 | -0.83 |
| 2023 | 0.58 | 3.39 | -2.24 | 8.80 |
| 2022 | -0.92 | -13.15 | -4.78 | 11.56 |
| 2021 | 10.99 | 6.44 | 0.97 | 7.85 |
| 2020 | -27.22 | 16.05 | 5.82 | 13.14 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.91 | 17.06 | 10.62 | -8.60 | 28.68 | 1.11 | 20.50 | -9.11 | 18.94 | 14.45 | -2.90 |
| % Total Return Rel to Index | -4.92 | -7.96 | -15.62 | 9.59 | 0.00 | -17.28 | -10.98 | -4.72 | -2.85 | 2.51 | -4.29 |
| % Total Return Rel to Peer | -2.11 | 1.22 | -4.66 | 2.18 | 4.34 | -7.09 | -5.13 | -1.55 | 1.53 | 3.13 | 0.31 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 1.00 | 5.00 | 5.00 | 4.00 | 2.00 | 2.00 | 3.00 |
| % Dividends | 0.17 | 0.21 | 0.22 | 0.22 | 0.25 | 0.29 | 0.31 | 0.22 | 0.31 | 0.21 | 0.24 |
| % Yield | 0.66 | 0.79 | 0.88 | 1.00 | 0.87 | 1.24 | 1.31 | 1.06 | 1.36 | 1.08 | 1.39 |
| Capital Gains ($) | 0.00 | 3.18 | 0.53 | 0.46 | 4.15 | 0.00 | 0.00 | 1.06 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.92 | 0.92 | 0.93 | 0.93 | 0.93 | 0.94 | 0.95 | 0.95 | 0.96 | 0.96 | 0.96 |
* 1 = Top 20%, 5 = Bottom 20%
