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Goldman Sachs Small Cap Value Insights Fund Inst Cl: (MF: GSITX)

(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET

$49.79 USD

+1.11 (2.28%)

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 Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -8.52 49
3 months -8.52 49
6 months -10.32 75
1 Year -2.38 30
3 Year 1.93 39
5 Year 16.97 24
10 Year 7.07 37

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.79
Bull Market (2/09 - 3/21) 682.69

Load Adjusted Returns as of Mar 31, 2025

1 Year -2.38
5 Year 16.96
10 Year 7.08
Since Inception 6.34

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.52 NA NA NA
2024 4.80 -1.56 10.58 -1.96
2023 1.12 3.79 -2.62 14.96
2022 -1.85 -14.73 -5.11 8.88
2021 20.73 6.41 -1.17 5.07
2020 -36.47 21.97 1.52 27.52

Annual Return

20252024202320222021202020192018201720162015
% Total Return -8.5211.8417.50-13.5533.410.3223.52-10.677.4931.57-4.80
% Total Return Rel to Index -4.25-13.17-8.744.654.72-18.07-7.96-6.28-14.2919.63-6.18
% Total Return Rel to Peer -0.02-0.071.425.9614.09-18.67-1.910.10-8.1015.62-0.07
% Perf Quintile vs Peer* 0.000.002.002.001.005.004.003.005.001.004.00
% Dividends 0.000.450.770.620.440.390.390.320.330.410.44
% Yield 0.000.670.661.190.580.670.670.620.520.670.90
Capital Gains ($) 0.008.290.000.6614.960.000.003.844.711.582.04
Expense Ratio 0.000.840.850.840.840.840.870.840.840.850.85

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