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Goldman Sachs Strategic Growth Fund Institutional Shares: (MF: GSTIX)
(NASDAQ Mutual Funds) As of May 30, 2024 08:00 PM ET
$11.95 USD
-0.18 (-1.48%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.33 | 32 |
| 3 months | 4.88 | 28 |
| 6 months | 24.16 | 24 |
| 1 Year | 30.29 | 17 |
| 3 Year | 5.26 | 44 |
| 5 Year | 14.41 | 9 |
| 10 Year | 13.99 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 85.64 |
| Bear Market (10/07 - 2/09) | -48.16 |
| Bull Market (2/09 - 3/21) | 926.87 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 35.29 |
| 5 Year | 15.96 |
| 10 Year | 14.20 |
| Since Inception | 7.71 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.99 | NA | NA | NA |
| 2023 | 14.58 | 13.60 | -4.02 | 13.85 |
| 2022 | -11.02 | -23.09 | -3.75 | 2.47 |
| 2021 | 0.16 | 11.45 | 1.55 | 7.68 |
| 2020 | -14.31 | 28.19 | 14.51 | 12.50 |
| 2019 | 16.88 | 4.54 | 1.06 | 9.77 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.33 | 42.24 | -32.50 | 22.08 | 41.52 | 35.56 | -1.22 | 30.90 | 1.71 | 3.45 | 13.59 |
| % Total Return Rel to Index | 0.28 | 15.99 | -14.30 | -6.59 | 23.11 | 4.07 | 3.17 | 9.10 | -10.22 | 2.06 | -0.04 |
| % Total Return Rel to Peer | 1.49 | 19.24 | -12.80 | 0.03 | 21.60 | 7.14 | 5.63 | 10.22 | -6.10 | 5.05 | 5.39 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.02 | 0.07 | 0.08 | 0.04 | 0.04 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.24 | 0.20 | 0.42 | 0.64 | 0.36 | 0.28 |
| Capital Gains ($) | 0.00 | 0.50 | 0.97 | 1.51 | 1.76 | 1.55 | 4.27 | 2.97 | 0.36 | 0.69 | 2.07 |
| Expense Ratio | 0.00 | 0.76 | 0.75 | 0.75 | 0.76 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 | 0.76 |
* 1 = Top 20%, 5 = Bottom 20%