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Goldman Sachs Small/mid-cap Growth Fund Inst Cl: (MF: GSMYX)
(NASDAQ Mutual Funds) As of Apr 24, 2024 08:00 PM ET
$23.64 USD
0.00 (NA)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.81 | 2 |
| 3 months | 13.81 | 2 |
| 6 months | 27.02 | 4 |
| 1 Year | 21.70 | 30 |
| 3 Year | -0.22 | 71 |
| 5 Year | 12.14 | 11 |
| 10 Year | 10.62 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.34 |
| Bull Market (2/09 - 3/21) | 862.82 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 21.70 |
| 5 Year | 12.14 |
| 10 Year | 10.62 |
| Since Inception | 11.06 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.81 | NA | NA | NA |
| 2023 | 6.87 | 4.14 | -8.00 | 11.60 |
| 2022 | -16.18 | -20.55 | 1.90 | 5.44 |
| 2021 | 1.23 | 7.01 | 0.71 | -0.96 |
| 2020 | -17.57 | 35.81 | 10.00 | 24.26 |
| 2019 | 19.88 | 7.17 | -3.23 | 11.13 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.81 | 14.27 | -28.44 | 8.05 | 53.03 | 38.17 | -5.53 | 28.27 | 0.12 | -0.80 | 11.08 |
| % Total Return Rel to Index | 3.25 | -11.96 | -10.24 | -20.63 | 34.63 | 6.68 | -1.14 | 6.48 | -11.81 | -2.19 | -2.56 |
| % Total Return Rel to Peer | 7.30 | -1.80 | -8.93 | -11.26 | 34.03 | 12.73 | 5.24 | 12.67 | -15.82 | 3.92 | 8.40 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 3.77 | 3.84 | 3.02 | 3.65 | 2.88 | 0.69 | 0.73 | 1.71 |
| Expense Ratio | 0.00 | 0.93 | 0.90 | 0.89 | 0.94 | 0.93 | 0.92 | 0.92 | 0.93 | 0.93 | 0.93 |
* 1 = Top 20%, 5 = Bottom 20%