Goldman Sachs Small Cap Equity Insights Fund Investor Class: (MF: GDSTX)
(NASDAQ Mutual Funds) As of Nov 21, 2025 07:16 PM ET
$28.22 USD
+0.84 (3.07%)
Latest Performance as of Oct 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.03 | 13 |
| 3 months | 12.90 | 9 |
| 6 months | 27.30 | 13 |
| 1 Year | 15.53 | 14 |
| 3 Year | 15.74 | 8 |
| 5 Year | 14.63 | 17 |
| 10 Year | 9.90 | 25 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 798.09 |
Load Adjusted Returns as of Oct 31, 2025
| 1 Year | 12.57 |
| 5 Year | 14.57 |
| 10 Year | 10.63 |
| Since Inception | 8.85 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.27 | 8.89 | 13.50 | NA |
| 2024 | 9.08 | -1.86 | 10.68 | 0.38 |
| 2023 | 3.96 | 6.37 | -4.19 | 12.89 |
| 2022 | -7.55 | -16.34 | -3.96 | 7.60 |
| 2021 | 14.36 | 6.94 | -2.04 | 3.26 |
| 2020 | -32.98 | 24.27 | 2.52 | 25.15 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.03 | 18.94 | 19.61 | -20.07 | 23.71 | 6.87 | 25.20 | -8.93 | 11.67 | 22.28 | -1.46 |
| % Total Return Rel to Index | -4.17 | -6.08 | -6.63 | -1.87 | -4.97 | -11.53 | -6.28 | -4.54 | -10.12 | 10.34 | -2.85 |
| % Total Return Rel to Peer | 7.50 | 7.01 | 3.53 | -0.56 | 4.39 | -12.12 | -0.22 | 1.83 | -3.92 | 6.33 | 3.26 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 3.00 | 4.00 | 3.00 | 2.00 | 4.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.31 | 0.17 | 0.16 | 0.00 | 0.11 | 0.12 | 0.04 | 0.01 | 0.13 | 0.09 |
| % Yield | 0.00 | 1.01 | 1.05 | 0.74 | 0.00 | 0.39 | 0.43 | 0.20 | 0.07 | 0.55 | 0.48 |
| Capital Gains ($) | 0.00 | 3.31 | 0.00 | 0.00 | 8.60 | 0.00 | 0.00 | 1.39 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.95 | 0.95 | 0.96 | 0.96 | 0.96 | 0.97 | 0.99 | 0.98 | 0.99 | 0.99 | 1.01 |
* 1 = Top 20%, 5 = Bottom 20%
