Back to top
Goldman Sachs Small Cap Growth Insights Fd Cl R: (MF: GSROX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$12.81 USD
+0.32 (2.56%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -10.07 | 74 |
| 3 months | -10.07 | 74 |
| 6 months | -7.42 | 35 |
| 1 Year | -1.14 | 23 |
| 3 Year | 3.28 | 20 |
| 5 Year | 12.02 | 73 |
| 10 Year | 5.91 | 69 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 698.10 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -1.13 |
| 5 Year | 12.02 |
| 10 Year | 5.91 |
| Since Inception | 7.44 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.07 | NA | NA | NA |
| 2024 | 10.58 | -2.31 | 9.32 | 2.94 |
| 2023 | 6.07 | 8.35 | -6.27 | 11.95 |
| 2022 | -13.28 | -19.10 | -2.02 | 5.42 |
| 2021 | 6.67 | 5.90 | -3.56 | 1.30 |
| 2020 | -29.74 | 28.20 | 3.64 | 25.89 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -10.07 | 21.57 | 20.59 | -27.53 | 10.37 | 17.52 | 25.70 | -7.73 | 17.68 | 13.14 | -0.03 |
| % Total Return Rel to Index | -5.80 | -3.44 | -5.64 | -9.33 | -18.31 | -0.88 | -5.78 | -3.34 | -4.11 | 1.20 | -1.42 |
| % Total Return Rel to Peer | -1.57 | 9.65 | 4.51 | -8.01 | -8.94 | -1.47 | 0.26 | 3.04 | 2.08 | -2.80 | 4.69 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 4.00 | 3.00 | 3.00 | 2.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.14 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.95 | 1.15 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 29.17 | 1.41 | 0.49 | 3.81 | 1.53 | 0.00 | 2.69 |
| Expense Ratio | 0.00 | 1.45 | 1.46 | 1.46 | 1.46 | 1.47 | 1.49 | 1.47 | 1.46 | 1.50 | 1.51 |
* 1 = Top 20%, 5 = Bottom 20%