Goldman Sachs Large Cap Value Insights Fund Institutional Shares: (MF: GCVIX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$24.25 USD
-0.13 (-0.53%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 3.96 | 78 |
3 months | 4.57 | 68 |
6 months | 3.96 | 78 |
1 Year | 12.98 | 53 |
3 Year | 12.98 | 52 |
5 Year | 14.01 | 47 |
10 Year | 9.30 | 56 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 120.09 |
Bear Market (10/07 - 2/09) | -55.46 |
Bull Market (2/09 - 3/21) | 663.29 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 12.98 |
5 Year | 14.01 |
10 Year | 9.30 |
Since Inception | 7.14 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -0.59 | 4.57 | NA | NA |
2024 | 10.38 | -2.04 | 9.48 | -0.73 |
2023 | 0.67 | 3.44 | -2.15 | 8.87 |
2022 | -0.89 | -13.05 | -4.69 | 11.64 |
2021 | 11.10 | 6.55 | 1.03 | 7.99 |
2020 | -27.18 | 16.12 | 5.93 | 13.28 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 3.96 | 17.51 | 10.94 | -8.31 | 29.18 | 1.47 | 21.00 | -8.81 | 19.43 | 14.92 | -2.56 |
% Total Return Rel to Index | -2.24 | -7.50 | -15.30 | 9.89 | 0.49 | -16.92 | -10.48 | -4.42 | -2.35 | 2.98 | -3.95 |
% Total Return Rel to Peer | -2.29 | 1.67 | -4.33 | 2.47 | 4.84 | -6.73 | -4.63 | -1.25 | 2.02 | 3.59 | 0.65 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 1.00 | 5.00 | 5.00 | 4.00 | 2.00 | 2.00 | 3.00 |
% Dividends | 0.07 | 0.30 | 0.28 | 0.31 | 0.34 | 0.36 | 0.39 | 0.30 | 0.39 | 0.28 | 0.31 |
% Yield | 0.29 | 1.12 | 1.18 | 1.37 | 1.18 | 1.58 | 1.68 | 1.48 | 1.73 | 1.44 | 1.80 |
Capital Gains ($) | 0.00 | 3.18 | 0.53 | 0.46 | 4.15 | 0.00 | 0.00 | 1.06 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 0.00 | 0.56 | 0.57 | 0.56 | 0.56 | 0.56 | 0.57 | 0.56 | 0.56 | 0.56 | 0.56 |
* 1 = Top 20%, 5 = Bottom 20%