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Goldman Sachs U.s. Equity Esg Fund Class C: (MF: GCGVX)
(NASDAQ Mutual Funds) As of Oct 14, 2024 08:00 PM ET
$20.57 USD
+0.16 (0.78%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 19.00 | 39 |
| 3 months | 6.84 | 33 |
| 6 months | 9.38 | 23 |
| 1 Year | 32.70 | 43 |
| 3 Year | 7.09 | 59 |
| 5 Year | 12.93 | 48 |
| 10 Year | 10.39 | 55 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 31.37 |
| 5 Year | 12.93 |
| 10 Year | 10.38 |
| Since Inception | 11.05 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.79 | 2.37 | 6.84 | NA |
| 2023 | 7.33 | 6.70 | -5.79 | 11.51 |
| 2022 | -9.65 | -17.55 | -4.91 | 10.96 |
| 2021 | 5.00 | 7.90 | 1.93 | 9.14 |
| 2020 | -17.39 | 17.29 | 10.54 | 12.46 |
| 2019 | 13.24 | 4.00 | 2.67 | 7.49 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 19.00 | 20.32 | -21.40 | 26.05 | 20.45 | 29.99 | -2.72 | 17.54 | 3.83 | -2.84 | 11.47 |
| % Total Return Rel to Index | -3.10 | -5.92 | -3.20 | -2.62 | 2.05 | -1.49 | 1.66 | -4.25 | -8.10 | -4.23 | -2.17 |
| % Total Return Rel to Peer | 2.03 | -2.67 | -1.71 | 3.99 | 0.53 | 1.56 | 4.13 | -3.13 | -3.98 | -1.24 | 3.26 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 | 4.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.03 | 0.03 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.39 | 0.30 | 0.19 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.34 | 1.62 | 0.46 | 1.09 | 3.01 | 0.00 | 1.36 | 2.58 |
| Expense Ratio | 1.78 | 1.79 | 1.78 | 1.76 | 1.80 | 1.78 | 1.80 | 1.92 | 1.97 | 1.97 | 1.95 |
* 1 = Top 20%, 5 = Bottom 20%