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Goldman Sachs Small Cap Equity Insights Fd Cl R: (MF: GDSRX)
(NASDAQ Mutual Funds) As of Aug 14, 2025 08:00 PM ET
$26.04 USD
-0.33 (-1.25%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.20 | 42 |
| 3 months | 12.58 | 35 |
| 6 months | -4.34 | 55 |
| 1 Year | -0.41 | 46 |
| 3 Year | 9.72 | 18 |
| 5 Year | 11.35 | 39 |
| 10 Year | 7.83 | 42 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 633.52 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 9.27 |
| 5 Year | 11.71 |
| 10 Year | 7.59 |
| Since Inception | 7.66 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.43 | 8.81 | NA | NA |
| 2024 | 8.92 | -2.00 | 10.56 | 0.28 |
| 2023 | 3.84 | 6.24 | -4.29 | 12.76 |
| 2022 | -7.67 | -16.46 | -4.05 | 7.43 |
| 2021 | 14.23 | 6.79 | -2.18 | 3.15 |
| 2020 | -33.06 | 24.10 | 2.39 | 25.01 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.20 | 18.35 | 19.06 | -20.49 | 23.10 | 6.33 | 24.63 | -9.42 | 11.14 | 21.69 | -1.96 |
| % Total Return Rel to Index | -8.78 | -6.66 | -7.18 | -2.29 | -5.57 | -12.07 | -6.85 | -5.03 | -10.65 | 9.75 | -3.35 |
| % Total Return Rel to Peer | 0.39 | 6.43 | 2.98 | -0.97 | 3.79 | -12.66 | -0.80 | 1.34 | -4.45 | 5.74 | 2.76 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 3.00 | 4.00 | 3.00 | 3.00 | 4.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.19 | 0.00 | 0.05 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 |
| % Yield | 0.00 | 0.65 | 0.68 | 0.23 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.10 | 0.02 |
| Capital Gains ($) | 0.00 | 3.31 | 0.00 | 0.00 | 8.60 | 0.00 | 0.00 | 1.39 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.45 | 1.45 | 1.46 | 1.46 | 1.46 | 1.47 | 1.48 | 1.48 | 1.49 | 1.50 | 1.51 |
* 1 = Top 20%, 5 = Bottom 20%