Goldman Sachs Strategic Growth Fund Institutional Shares: (MF: GSTIX)
(NASDAQ Mutual Funds) As of Nov 6, 2025 07:18 PM ET
$12.39 USD
-0.16 (-1.27%)
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.97 | 16 |
| 3 months | 9.19 | 11 |
| 6 months | 29.48 | 9 |
| 1 Year | 26.62 | 5 |
| 3 Year | 30.75 | 7 |
| 5 Year | 15.12 | 28 |
| 10 Year | 17.09 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 85.64 |
| Bear Market (10/07 - 2/09) | -48.16 |
| Bull Market (2/09 - 3/21) | 1,344.63 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 26.62 |
| 5 Year | 15.12 |
| 10 Year | 17.09 |
| Since Inception | 8.65 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.42 | 18.58 | 9.19 | NA |
| 2024 | 8.99 | 7.15 | 3.69 | 9.17 |
| 2023 | 14.58 | 13.60 | -4.02 | 13.85 |
| 2022 | -11.02 | -23.09 | -3.75 | 2.47 |
| 2021 | 0.16 | 11.45 | 1.55 | 7.68 |
| 2020 | -14.31 | 28.19 | 14.51 | 12.50 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.97 | 32.21 | 42.24 | -32.50 | 22.08 | 41.52 | 35.56 | -1.22 | 30.90 | 1.71 | 3.45 |
| % Total Return Rel to Index | 1.14 | 7.18 | 15.99 | -14.30 | -6.59 | 23.11 | 4.07 | 3.17 | 9.10 | -10.22 | 2.06 |
| % Total Return Rel to Peer | 4.68 | 12.81 | 19.24 | -12.80 | 0.03 | 21.60 | 7.14 | 5.63 | 10.22 | -6.10 | 5.05 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.02 | 0.07 | 0.08 | 0.04 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.24 | 0.20 | 0.42 | 0.64 | 0.36 |
| Capital Gains ($) | 0.00 | 0.91 | 0.50 | 0.97 | 1.51 | 1.76 | 1.55 | 4.27 | 2.97 | 0.36 | 0.69 |
| Expense Ratio | 0.75 | 0.75 | 0.76 | 0.75 | 0.75 | 0.76 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 |
* 1 = Top 20%, 5 = Bottom 20%
