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Goldman Sachs Trust Growth Strategy Portfolio Institutional Shares: (MF: GGSIX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$19.14 USD
+0.24 (1.27%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.68 | 71 |
| 3 months | -0.68 | 71 |
| 6 months | -2.15 | 64 |
| 1 Year | 6.01 | 22 |
| 3 Year | 5.62 | 22 |
| 5 Year | 12.72 | 26 |
| 10 Year | 7.53 | 20 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 137.03 |
| Bear Market (10/07 - 2/09) | -51.99 |
| Bull Market (2/09 - 3/21) | 404.62 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 6.01 |
| 5 Year | 12.71 |
| 10 Year | 7.53 |
| Since Inception | 5.83 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.68 | NA | NA | NA |
| 2024 | 7.27 | 2.29 | 5.91 | -1.48 |
| 2023 | 5.90 | 4.59 | -3.10 | 9.78 |
| 2022 | -5.45 | -12.94 | -6.50 | 8.01 |
| 2021 | 4.53 | 7.12 | -1.30 | 5.88 |
| 2020 | -18.12 | 16.69 | 6.73 | 12.07 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.68 | 14.51 | 17.82 | -16.88 | 17.02 | 14.29 | 22.78 | -10.65 | 21.52 | 6.44 | 0.66 |
| % Total Return Rel to Index | 3.58 | -10.51 | -8.41 | 1.32 | -11.65 | -4.10 | -8.70 | -6.26 | -0.27 | -5.49 | -0.72 |
| % Total Return Rel to Peer | -0.87 | 4.59 | 4.66 | -3.91 | 5.52 | 3.60 | 5.58 | -4.15 | 8.06 | 0.16 | 3.01 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 1.00 | 2.00 | 2.00 | 5.00 | 1.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.69 | 0.30 | 0.62 | 0.91 | 0.27 | 0.37 | 0.41 | 0.43 | 0.18 | 0.25 |
| % Yield | 0.00 | 3.32 | 3.52 | 3.77 | 4.34 | 1.41 | 2.15 | 2.85 | 2.62 | 1.27 | 1.90 |
| Capital Gains ($) | 0.00 | 0.81 | 0.00 | 0.26 | 0.37 | 0.34 | 0.28 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.19 | 0.20 | 0.19 | 0.19 | 0.19 | 0.20 | 0.20 | 0.20 | 0.19 | 0.19 |
* 1 = Top 20%, 5 = Bottom 20%