Goldman Sachs U.s. Equity Insights Fund Institutional Class: (MF: GSELX)
(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET
$68.99 USD
+0.14 (0.20%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 3.54 | 83 |
3 months | 11.63 | 10 |
6 months | 3.54 | 83 |
1 Year | 13.58 | 44 |
3 Year | 19.10 | 15 |
5 Year | 15.51 | 29 |
10 Year | 12.57 | 13 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 106.50 |
Bear Market (10/07 - 2/09) | -51.93 |
Bull Market (2/09 - 3/21) | 941.60 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 13.58 |
5 Year | 15.51 |
10 Year | 12.58 |
Since Inception | 9.87 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -7.25 | 11.63 | NA | NA |
2024 | 11.26 | 5.22 | 6.13 | 3.35 |
2023 | 6.42 | 7.43 | -3.28 | 12.06 |
2022 | -5.32 | -16.88 | -3.39 | 6.11 |
2021 | 6.90 | 9.17 | 2.26 | 8.56 |
2020 | -19.37 | 22.86 | 8.79 | 9.73 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 3.54 | 28.43 | 23.92 | -19.32 | 29.58 | 18.25 | 25.87 | -6.41 | 23.92 | 11.15 | -0.82 |
% Total Return Rel to Index | -2.66 | 3.41 | -2.31 | -1.12 | 0.89 | -0.14 | -5.61 | -2.01 | 2.12 | -0.78 | -2.21 |
% Total Return Rel to Peer | -2.71 | 12.59 | 8.64 | -8.53 | 5.23 | 10.05 | 0.23 | 1.15 | 6.51 | -0.17 | 2.39 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 3.00 | 3.00 | 1.00 | 4.00 | 2.00 |
% Dividends | 0.00 | 0.33 | 0.40 | 0.53 | 0.45 | 0.47 | 0.88 | 0.34 | 0.62 | 0.47 | 0.55 |
% Yield | 0.00 | 0.41 | 0.45 | 1.03 | 0.56 | 0.71 | 1.56 | 0.73 | 1.13 | 1.00 | 1.25 |
Capital Gains ($) | 0.00 | 9.80 | 1.20 | 0.00 | 15.57 | 2.23 | 0.00 | 1.66 | 4.38 | 1.39 | 1.19 |
Expense Ratio | 0.00 | 0.56 | 0.57 | 0.56 | 0.56 | 0.56 | 0.55 | 0.55 | 0.56 | 0.56 | 0.56 |
* 1 = Top 20%, 5 = Bottom 20%