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Goldman Sachs U.s. Tax-managed Equity Fund Class P Shares: (MF: GSDPX)

(NASDAQ Mutual Funds) As of Mar 27, 2026 06:37 PM ET

$50.37 USD

-0.89 (-1.74%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.41 48
3 months 2.48 42
6 months 8.49 31
1 Year 18.95 20
3 Year 20.72 30
5 Year 13.07 18
10 Year NA NA

* 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) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 16.29
5 Year 13.33
10 Year NA
Since Inception 12.85

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.46 11.32 7.76 3.63
2024 12.45 4.05 4.56 2.95
2023 6.45 8.56 -3.98 11.60
2022 -6.83 -16.92 -3.48 6.74
2021 6.11 10.21 -0.11 10.63

Annual Return

20262025202420232022202120202019
% Total Return 1.4116.2925.9723.83-20.2529.2317.5325.94
% Total Return Rel to Index -0.34-1.930.95-2.40-2.050.54-0.86-5.54
% Total Return Rel to Peer -0.423.576.580.84-0.557.17-2.38-2.48
% Perf Quintile vs Peer* 3.002.000.003.003.001.003.004.00
% Dividends 0.000.280.200.200.220.160.210.18
% Yield 0.000.490.400.700.680.410.670.66
Capital Gains ($) 0.000.000.630.000.000.000.000.00
Expense Ratio 0.000.690.680.700.690.730.730.73

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