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Goldman Sachs Small Cap Equity Insights Fund Investor Class: (MF: GDSTX)

(NASDAQ Mutual Funds) As of Sep 23, 2024 08:00 PM ET

$29.01 USD

-0.12 (-0.41%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 18.07 4
3 months 9.51 3
6 months 11.20 12
1 Year 26.60 4
3 Year 4.60 30
5 Year 10.80 39
10 Year 9.11 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) 688.77

Load Adjusted Returns as of Aug 31, 2024

1 Year 15.77
5 Year 7.79
10 Year 7.89
Since Inception 8.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 9.08 -1.86 NA NA
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
2019 13.81 2.30 -1.28 8.93

Annual Return

20242023202220212020201920182017201620152014
% Total Return 18.0719.61-20.0723.716.8725.20-8.9311.6722.28-1.466.73
% Total Return Rel to Index -1.46-6.63-1.87-4.97-11.53-6.28-4.54-10.1210.34-2.85-6.91
% Total Return Rel to Peer 7.513.53-0.564.39-12.12-0.221.83-3.926.333.264.06
% Perf Quintile vs Peer* 0.002.003.003.004.003.002.004.002.002.002.00
% Dividends 0.000.170.160.000.110.120.040.010.130.090.02
% Yield 0.000.660.740.000.390.430.200.070.550.480.12
Capital Gains ($) 0.000.000.008.600.000.001.390.000.000.000.00
Expense Ratio 0.950.960.960.960.970.990.980.990.991.011.02

* 1 = Top 20%, 5 = Bottom 20%