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Goldman Sachs Small Cap Growth Insights Fd Cl R: (MF: GSROX)
(NASDAQ Mutual Funds) As of Oct 22, 2025 06:49 PM ET
$16.08 USD
-0.30 (-1.83%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.33 | 6 |
| 3 months | 13.49 | 6 |
| 6 months | 26.02 | 8 |
| 1 Year | 16.67 | 5 |
| 3 Year | 20.55 | 4 |
| 5 Year | 10.84 | 56 |
| 10 Year | 9.76 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 760.57 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 16.67 |
| 5 Year | 10.84 |
| 10 Year | 9.76 |
| Since Inception | 8.63 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.07 | 11.04 | 13.49 | NA |
| 2024 | 10.58 | -2.31 | 9.32 | 2.94 |
| 2023 | 6.07 | 8.35 | -6.27 | 11.95 |
| 2022 | -13.28 | -19.10 | -2.02 | 5.42 |
| 2021 | 6.67 | 5.90 | -3.56 | 1.30 |
| 2020 | -29.74 | 28.20 | 3.64 | 25.89 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.33 | 21.57 | 20.59 | -27.53 | 10.37 | 17.52 | 25.70 | -7.73 | 17.68 | 13.14 | -0.03 |
| % Total Return Rel to Index | -1.50 | -3.44 | -5.64 | -9.33 | -18.31 | -0.88 | -5.78 | -3.34 | -4.11 | 1.20 | -1.42 |
| % Total Return Rel to Peer | 7.91 | 9.65 | 4.51 | -8.01 | -8.94 | -1.47 | 0.26 | 3.04 | 2.08 | -2.80 | 4.69 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 4.00 | 3.00 | 3.00 | 2.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.14 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.95 | 1.15 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 29.17 | 1.41 | 0.49 | 3.81 | 1.53 | 0.00 | 2.69 |
| Expense Ratio | 1.45 | 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%