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Goldman Sachs Small Cap Equity Insights Fund Class A: (MF: GCSAX)
(NASDAQ Mutual Funds) As of Aug 5, 2024 08:00 PM ET
$26.61 USD
-0.90 (-3.27%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.74 | 29 |
| 3 months | -2.52 | 35 |
| 6 months | 4.74 | 29 |
| 1 Year | 14.85 | 15 |
| 3 Year | 0.70 | 43 |
| 5 Year | 7.39 | 56 |
| 10 Year | 7.56 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 95.57 |
| Bear Market (10/07 - 2/09) | -53.68 |
| Bull Market (2/09 - 3/21) | 584.32 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 8.86 |
| 5 Year | 6.24 |
| 10 Year | 6.98 |
| Since Inception | 6.71 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.45 | -2.52 | NA | NA |
| 2023 | 3.89 | 6.29 | -4.22 | 14.47 |
| 2022 | -7.66 | -16.38 | -3.99 | 7.52 |
| 2021 | 14.34 | 6.86 | -2.12 | 3.22 |
| 2020 | -33.04 | 24.23 | 2.42 | 25.08 |
| 2019 | 13.76 | 2.24 | -1.39 | 8.92 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.74 | 21.08 | -20.29 | 23.45 | 6.56 | 24.93 | -9.16 | 11.39 | 22.01 | -1.76 | 6.48 |
| % Total Return Rel to Index | -10.56 | -5.16 | -2.09 | -5.22 | -11.83 | -6.55 | -4.76 | -10.39 | 10.07 | -3.15 | -7.16 |
| % Total Return Rel to Peer | 1.51 | 5.00 | -0.78 | 4.14 | -12.43 | -0.49 | 1.61 | -4.20 | 6.06 | 2.96 | 3.80 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 3.00 | 3.00 | 4.00 | 3.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.10 | 0.10 | 0.00 | 0.04 | 0.05 | 0.00 | 0.00 | 0.06 | 0.02 | 0.00 |
| % Yield | 0.00 | 0.38 | 0.46 | 0.00 | 0.16 | 0.18 | 0.00 | 0.00 | 0.25 | 0.13 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 8.60 | 0.00 | 0.00 | 1.39 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.21 | 1.21 | 1.21 | 1.22 | 1.23 | 1.23 | 1.24 | 1.25 | 1.26 | 1.27 |
* 1 = Top 20%, 5 = Bottom 20%