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Goldman Sachs Large Cap Value Insights Fund Institutional Shares: (MF: GCVIX)
(NASDAQ Mutual Funds) As of Jun 13, 2025 08:00 PM ET
$23.44 USD
-0.26 (-1.10%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.36 | 58 |
| 3 months | -1.32 | 52 |
| 6 months | -4.50 | 73 |
| 1 Year | 9.71 | 49 |
| 3 Year | 8.66 | 52 |
| 5 Year | 13.32 | 48 |
| 10 Year | 8.83 | 53 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 120.09 |
| Bear Market (10/07 - 2/09) | -55.46 |
| Bull Market (2/09 - 3/21) | 668.47 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 5.83 |
| 5 Year | 16.42 |
| 10 Year | 8.70 |
| Since Inception | 7.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.59 | NA | NA | NA |
| 2024 | 10.38 | -2.04 | 9.48 | -0.73 |
| 2023 | 0.67 | 3.44 | -2.15 | 8.87 |
| 2022 | -0.89 | -13.05 | -4.69 | 11.64 |
| 2021 | 11.10 | 6.55 | 1.03 | 7.99 |
| 2020 | -27.18 | 16.12 | 5.93 | 13.28 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.36 | 17.51 | 10.94 | -8.31 | 29.18 | 1.47 | 21.00 | -8.81 | 19.43 | 14.92 | -2.56 |
| % Total Return Rel to Index | 0.29 | -7.50 | -15.30 | 9.89 | 0.49 | -16.92 | -10.48 | -4.42 | -2.35 | 2.98 | -3.95 |
| % Total Return Rel to Peer | -0.88 | 1.67 | -4.33 | 2.47 | 4.84 | -6.73 | -4.63 | -1.25 | 2.02 | 3.59 | 0.65 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 1.00 | 5.00 | 5.00 | 4.00 | 2.00 | 2.00 | 3.00 |
| % Dividends | 0.07 | 0.30 | 0.28 | 0.31 | 0.34 | 0.36 | 0.39 | 0.30 | 0.39 | 0.28 | 0.31 |
| % Yield | 0.30 | 1.12 | 1.18 | 1.37 | 1.18 | 1.58 | 1.68 | 1.48 | 1.73 | 1.44 | 1.80 |
| Capital Gains ($) | 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%